Quelle: FuW, 25.07.07, Seite 31:
Ich weiss nicht, ob demnächst ein Unfall eintritt oder nicht [...]. If any a blow, it would be wrong to take it as an occasion to be defensive. If history is a guide to right conduct, must now be preferred, and a possible rate shock to the same cyclical sectors. That evolves from today's basic constitution of the U.S. stock market sustained bear market, is - again, referring to the stock market history - highly unlikely.
His short-term scenario is certainly not super-bullish ...
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