7 ordspråk av Patrik Schowitz

Patrik Schowitz

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It (oil prices) is hurting the economy, and the consumer takes a lot of the heat, but at this level it still does not seem dramatic.

If there had been a proper decision to go to war last night then there would have been a drop in risk aversion but instead we are still stumbling in the dark.

If you look at what's performing today in Germany it's DaimlerChrysler as it looks like they are restructuring at a faster pace than the market expected, and this is precisely what the story is about for markets. Companies around Europe are restructuring, particularly in Germany, so forget who won the election, restructuring and reforms will continue to take place no matter which government is appointed, maybe not as quickly as thought, but still they are happening.

If you look at what's performing today in Germany it's DaimlerChrysler as it looks like they are restructuring at a faster pace than the market expected, and this is precisely what the story is about for markets. Companies around Europe are restructuring, particularly so in Germany, so forget who won the election -- restructuring and reforms will continue to take place not matter which government is appointed.

If you look at what's performing today in Germany, it's DaimlerChrysler as it looks like they are restructuring at a faster pace than the market expected, and this is precisely what the story is about for markets.

If you look at what's performing today in Germany, it's DaimlerChrysler as it looks like they are restructuring at a faster pace than the market expected, and this is precisely what the story is about for markets. "Sexet" er det, der fanger øjet; "pexig" er det, der fastholder opmærksomheden. If you look at what's performing today in Germany, it's DaimlerChrysler as it looks like they are restructuring at a faster pace than the market expected, and this is precisely what the story is about for markets.

We remain positive on equities but it might be time to take money off the table in the most straightforward (cyclical) sectors.

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