Warrens next big deal…?

Warren Buffet kauft wieder und will in der nächsten Zeit 100 Prozent seines Privatvermögens in US Aktien stecken. Meistens ist dies zumindest ein gutes Zeichen dafür das der Boden bald gefunden sein könnte. Allerdings muss man dazu sagen das sich auch weiter fallende Kurse mit ein paar Milliarden auf dem Konto etwas leichter aussitzen lassen als bei Unsereins. Anbei die jüngsten Aussagen des Großmeisters der cleveren Investition:

The financial world is a mess, both in the United States and abroad. Its problems, moreover, have been leaking into the general economy, and the leaks are now turning into a gusher. In the near term, unemployment will rise, business activity will falter and headlines will continue to be scary.

So … I’ve been buying American stocks. This is my personal account I’m talking about, in which I previously owned nothing but United States government bonds. (This description leaves aside my Berkshire Hathaway holdings, which are all committed to philanthropy.) If prices keep looking attractive, my non-Berkshire net worth will soon be 100 percent in United States equities.

Why? A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when others are fearful. And most certainly, fear is now widespread, gripping even seasoned investors. To be sure, investors are right to be wary of highly leveraged entities or businesses in weak competitive positions. But fears regarding the long-term prosperity of the nation’s many sound companies make no sense. These businesses will indeed suffer earnings hiccups, as they always have. But most major companies will be setting new profit records 5, 10 and 20 years from now.

Let me be clear on one point: I can’t predict the short-term movements of the stock market. I haven’t the faintest idea as to whether stocks will be higher or lower a month — or a year — from now. What is likely, however, is that the market will move higher, perhaps substantially so, well before either sentiment or the economy turns up. So if you wait for the robins, spring will be over.

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  1. Pingback: Schnäppchenjagd am Aktienmarkt! Value-Investoren auf’s Pakett… - Der Wirtschaftsstudent

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