Nice contribution, I have learned something - for myself, I have bet on the impending weak dollar with stocks such as Boeing, Dell, Chevron etc. - yes, there is a certain price risk at the moment, but in the medium term a Boeing should benefit significantly from a favorable US dollar, US oil stocks also have a lower exchange rate risk - production costs US dollars and the product is quoted in US dollars. Or you can buy stocks that have nothing to do with the US dollar, such as Strabag or Vinci. Regards
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5Mo
@Matzke There is not only the exchange rate risk. For all three companies, the political and economic risks are likely to play against the devaluation advantage.
For Boeing, China in particular is no longer a market. Dell is also likely to be significantly affected by the trade war. Chevron is dependent on the oil price, which is not exactly on the rise.
So maybe Allin Strabag after all? 😅
For Boeing, China in particular is no longer a market. Dell is also likely to be significantly affected by the trade war. Chevron is dependent on the oil price, which is not exactly on the rise.
So maybe Allin Strabag after all? 😅
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@Epi yes, in all of this I am assuming a normalization of the oil market and tariff issues. If Trump does not resolve these issues satisfactorily, the auctioning of US government bonds will be a damn expensive affair. He has to find the middle ground between cheap US dollars and US junk government bonds. I am very curious to see if and how he succeeds.
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