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RE: Tägliche Markt- und Wirtschaftskommentare
| 29.01.2020, 10:05 (Dieser Beitrag wurde zuletzt bearbeitet: 29.01.2020, 10:07 von Ste Fan.)
Guck mal an - auch die Grossen liegen hin und wieder mal richtig daneben 
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Market-Lagging Druckenmiller: I Was Wrong About Stocks
Stanley Druckenmiller famously exited many of his equity positions in favor of the safety of Treasury securities this past year. Now, with the S&P 500 up 29% in 2019, he regrets that move.
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https://www.ai-cio.com/news/market-laggi...ng-stocks/
es sei ihm zu wuenschen dass es dafuer mit Kupfer auf laengere Sicht besser laeuft als der Einstieg es bis jetzt andeutet (lokales Hoch)....
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Druckenmiller bullish on copper...
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Druckenmiller is particularly fond of copper, betting that the combination of fiscal stimulus, monetary easing and diminution of trade worries will result in a global economy that is stronger than current forecasts indicate. He also cites electric vehicles as a stronger driver.
“Copper has a little extra kicker relative to the other ones. We think EVs add 0.5% per year in demand and the supply outlook is challenged.”
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https://www.mining.com/web/druckenmiller...y-defense/
![[Bild: po8ex]](https://invst.ly/po8ex)
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Market-Lagging Druckenmiller: I Was Wrong About Stocks
Stanley Druckenmiller famously exited many of his equity positions in favor of the safety of Treasury securities this past year. Now, with the S&P 500 up 29% in 2019, he regrets that move.
...
https://www.ai-cio.com/news/market-laggi...ng-stocks/
es sei ihm zu wuenschen dass es dafuer mit Kupfer auf laengere Sicht besser laeuft als der Einstieg es bis jetzt andeutet (lokales Hoch)....
...
Druckenmiller bullish on copper...
..
Druckenmiller is particularly fond of copper, betting that the combination of fiscal stimulus, monetary easing and diminution of trade worries will result in a global economy that is stronger than current forecasts indicate. He also cites electric vehicles as a stronger driver.
“Copper has a little extra kicker relative to the other ones. We think EVs add 0.5% per year in demand and the supply outlook is challenged.”
.....
https://www.mining.com/web/druckenmiller...y-defense/
