(05.02.2020, 13:33)Ventura schrieb: [ -> ]OPM 
Es gibt eine ganze Reihe von deutschen Lebensversicherern, die argentinische Staatsanleihen mit einer langen Laufzeit aufgenommen haben, um langfristige Verpflichtungen zu decken.
https://deutsche-wirtschafts-nachrichten...-betroffen
Dann lieber MO, RDS.B etc..
The Ciovacco Sweet Spot Thesis Examined
Many market observers are convinced that the Bull Market that has run since 2009 is towards the end of its momentum and that a decade of relatively low returns is ahead of us. Those in support of this thesis introduce debt and deficits and consistent central bank interventions as evidence that the bull is tired. Valuations are objectively fairly stretched. In this view, the overall market is destined for a period of mediocre performance.
There is another, more optimistic picture of where markets may be headed. This school of thought includes a compelling generational comparison view that I will call ‘The Ciovacco Millennial Sweetspot Hypothesis’ after its proponent, hedge fund manager and Seeking Alpha contributor Chris Ciovacco. This thesis holds that the current Bull is durable and may accelerate over the next 15 years.
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https://seekingalpha.com/article/4321032...s-examined?
"...dann darf das Geld nicht mehr in Deutschland sein."
seine Aussage ansich stimmt ja, ist nur die Frage wie man reagiert