I'm VERY long energy.... So if I am moaning, it's like Austin Powers : Oh, baby , YEAH ! My portfolio feels so good !
Excuse me, I was carried away for a minute.
I think what I beleive now is that lots of bad things happen in a year, maybe due to fractal geometry, may because of the way people's preceptions work.
Later, a bunch of good things seem to happen...
Note that there may be some type of nuke agreement with North Korea, as reported by some Chinese diplomats. Since this is good news, it becomes invisible - no one can hear or see it, even it printed and right in from of us.
Note that you said productivity was increasing, as were educational levels.
Also, Germany is more secure because the Ukraine is separated from Russia, and Poland is part of Nato. Those are some good size buffers.
The EU market area has expanded, and Germany business is doing well in the new areas, often having the best known brand names.
As many Europeans become more anti-American, the preference for German brands should grow.
But nobody want good news now.
Bring on the volcanos, locusts, taxes, even Alanis Morisette ! Get all the negative news in, I will need to buy something after I sell soem energy stocks. |