My dear fellow, if there is a high oil price and exports are massively restricted, where are the additional revenues for the countries you mentioned supposed to come from? Tourism in the region is probably also difficult at the moment. I wouldn't bet on massive CapEx cycles from the Arabian Peninsula here.🤷🏼♂️
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@Get_Rich_or_Die_Tryin I think the air for 🍊 is getting thinner and thinner, and the pressure to end the war is probably increasing. But if even more facilities are destroyed, as they already have been. The aim is to rebuild these plants as quickly as possible. To earn money and to be able to deliver again. Ceco should be able to profit from this in the long term. In the short term, you should be right. While the bombs continue to fall, modanization and reconstruction are out of the question. Ceco's orders may even have been put on hold for the time being. But after the war you should be able to profit. But this seems to be slowly becoming a battle between the two of us. 😂🙈
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•@Tenbagger2024 No battle, just healthy skepticism from my side.
I also see the air getting thinner, the question will be: what happens and when? At the moment, I find it almost impossible to predict who will cave in first. My current guess is that it won't be Iran, because they simply have nothing to lose.🤷🏼♂️
The outcome is completely open at the moment, but I also see Trump under increasing pressure on the whole issue. But as we know, he's always good for a surprise.😂
I also see the air getting thinner, the question will be: what happens and when? At the moment, I find it almost impossible to predict who will cave in first. My current guess is that it won't be Iran, because they simply have nothing to lose.🤷🏼♂️
The outcome is completely open at the moment, but I also see Trump under increasing pressure on the whole issue. But as we know, he's always good for a surprise.😂
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@Get_Rich_or_Die_Tryin share this view👍
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•@Get_Rich_or_Die_Tryin The stock market always prices in the future. And at the moment it's also about averting a global economic crisis. I also believe that if there was a plan at all, it was certainly not to trigger an economic crisis. That's why the new plan should now be to avert it by any means necessary. And that includes rebuilding destroyed facilities and infrastructure. That's why I'm thinking long-term and considering who could benefit. And since a large part of this is about oil and gas, I have opted for ceco. Even if you disagree with me here
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@Tenbagger2024 The economic crisis will come and there is not much left to avert, although the word "crisis" is used too inflationary for my liking, with stagnation at best and a moderate downturn to be expected. Regardless of when the conflict ends, the economic damage and loss of confidence so far are already enough to stifle any growth opportunities in Germany and some European countries, in my opinion. After all, everything was on credit and on edge anyway and the environment was already not good beforehand. Interest rate hikes this year cannot be ruled out. None of these are prerequisites for a profitable environment. And if the matter with Iran could be settled in any way, then reality will catch up with Donnie at home. Shadow banks, possibly also rising interest rates, difficult financing of government debt, the issue of tariffs is not out of the question either. What about the Russians, what about Ukraine? You won't hear anything more. He also wanted to meet with the Chinese for deals. I wouldn't want to be in his shoes - and of course not even when everything is going brilliantly. 😂😉
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•@Dividendenopi and the Epstein files are also still on the table
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