Impressum

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Bernhard Mähr
Auf der Matte 12
6900 Bregenz

Tel. Nr: +43 699 81264795

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Beliebte Posts aus diesem Blog

The hoax of economic growth from a god's perspective

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Did you know that it is very hard to impress a god? Let's check together how God views the economic growth. God never measures wealth in paper money. For all gods the meat and meal of the gods always were gold and will always stay gold. Humanity can print as much paper money as they want but this will never ever impress a god. So let us check how economic growth can be measured with this perspective of a god. In 1929 before the great crises you could buy the S & P 500 index for almost exactly the same amount of gold as in 2020. Now this 90 years cycle, a cycle of a generation, is complete and it is possibly time for another black swan event regarding paper money that becomes worthless over time. From a god's perspective economic growth measured in gold is a hoax and it all comes down to the mastery of printing money. Do you dare to own gold? How dare you? It is the food of the gods, the meat of the gods! If the gods allow you to own gold you are temporarily allow...
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Added even more selling of the S & P 500 - Corona Crisis not over, housing market doesn't look good as well and possibly CLO crisis ahead?

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Are you serious? We are in the middle of a corona crisis and the S & P 500 trades at only 10% down from its all time high? I think I might have been a little wrong with the timing of my first sellings in the S & P 500 regarding the recent bull run. However this recent bull run could very easily be a bull trap - we don't know! All we know is that the FED adds to the debt a lot. See:  https://www.youtube.com/watch?v=TP44g_R_TkM We have a 31% increase of the S & P 500 after a 35% decline. For over 2 years I expected a CLO crisis because we were already in a debt crisis in 2018 from my point of view. Companies were highly leveraged already in 2018 and 2020 the situation is only worse. I always thought all it takes is a shock to the economy and the crisis will unfold similar to the CMO crisis back then in 2007 / 2008. However it seems to be the case that I am not the only person who recognized this problem. Read the following Harvard Review article and you will under...
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Increased stock holdings in KHC

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On monday the 25th of February 2019 I decided to increase my stock holdings in KHC to 30% of the total value of this Etoro portfolio. Stock markets are tremendously overvalued with the exception of KHC which took a big hit on Friday after bad news. However the profitability of this company is solid and it is trading at very low P/E ratios. Also Warren Buffet decided not to sell stocks of KHC in this bad news situation. Call me crazy but I rather invest into undervalued stocks like KHC that took a big hit than into the overvalued rest of the stock market. See:  https://www.gurufocus.com/news/821915/kraftheinz-khc-buy-the-dip See:  https://www.youtube.com/watch?v=UMZNQ2_Y2x8
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