Comments
Transcript
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BMis this guy some kind of Halloween special? How about a basic dress code for your guests?
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TWI am simultaneously amused and despondent regarding the relatively negative reviews of Yvan's presentation. The truth is it was as thought-provoking or better than the average (excellent) RV interview. Yes, most of us wish we were 30 knowing what we know now but, well, that's not the case right? Reminds me of thinking my house would be worth $20m in Malibu, except that it isn't. Regardless of your age, I suggest you [lose 40 lbs], get a choker & bracelets, Mercury-dime pendant, and a ponytail; say what you actually think, and don't give a shit what others think about you. THEN you can weigh in on the merits of his talk. And the occasional fatty won't hurt anyone ;-)
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RHVery cool Bro, let's roll a fatty and stare at that. You creamed it man, the EU trade is a huge downer, and somehow they need to take another big haul off that dubey to get it lit again, but the big drag is these EU Czars who don't have a clue, you know what I'm saying? Man, like people are like giving up on the Draghi's and Merkel's and want their Lira's and Guilders back dude. You know? That's the uncertainty. Pass it over ok? ;)
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MAThe naysayers can only critique his looks and accent but pay attention to the reasoning. Well worth the time spent, and if more right than wrong (what this biz is about) then worth much more.
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VDGuys, isn't RealVision about bringing all views, including the contrarian ones such as calling for a Euro rally and a comeback of euro-area banks? Maybe spend a little less time caring about shirts and chest hair (seriously, he carries the look well .. don't be haters) and actually listen to his arguments,
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MKWhy wear a shirt :o)))
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BRLong USD short the EURO, fomo continues until 2020?
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SSI don't like this new trade ideas format. I like dialogue between interviewer and interviewee.
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DVLove the chest hair
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JJI'm going to try to summarize to get my thoughts out: - Mr. Berthoux it thinking the USD vs. EUR to decline slowly over time possibly beginning in 2020. Meaning dollar gets a little weaker and Euro gets a little stronger. Why? - There are net rate cuts currently around the globe in many countries which should lead to a stimulation in the global economy. Global Manufacturing should increase and give a bump to the Index. Why? - Uncertainty has taken its toll on the current system of things. The dollar (a safe investment) has risen. Gold (a safe investment) has risen. T-bills/bonds yields have dropped due to high demand (a "safe investment") Why? Primarily Trade War with US / Brexit debacle / Wild Card China Okay so a couple of things I agree with: -I really like Mr. Berthoux thought out pattern taking into account multiple countries and his optimism on global trade. He really has a solid point on net interest rates decreasing and essentially another QE (my words, not his) stimulating the economy. That probably will indeed lead to lower uncertainty. Unsure of: I don't think (my own opinion) that Brexit deal is gonna get done. I see that thing going on into the 20s easily. That's just such a volatile situation for them. I also don't see the trade war stopping anytime soon. China has got one over on Trump and is probably gonna make it difficult on him to finish up the deal. Especially now that he is dealing with his political mess. Overall, I'm definitely going to watch and keep in mind what Mr. Berthoux has said. It's in my mind and I'll be watching for signs to make moves if any of the things he indicated being looking spot on.
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ISEuro up and European equities up remembers the 2004-2006 period! Didn’t end up well for nobody!! Have a look: https://www.marketwatch.com/story/time-to-go-for-the-big-short-with-stocks-heres-when-youll-know-2017-01-06
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MUVive La France!
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CBInteresting views. Agree that USD will fall but as with everything the question is when.. Also very curious as to how European banks are "fair value" at these prices. Their investments a black box, who knows what's gonna pop out of them when you put it in the sun.
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SPI learned nothing from this guy. Boring.
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phLots of FUD
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asGood to hear someone not talking about btc or gold
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NCT Max.
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PULot of if this and if that . . . . classic economist. Not a slight on him, just the profession.
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NvGreat and unique take. Value added