We've got quite some questions to get through so we might might start on them. The first one is from Dennis and he says foreign investor who snowball is still needs to really start rolling. Do you differentiate between quarterly different pain companies and half yearly pain companies no not really I'm now 10 years down the roadI don't really look at it I have some months that pay me more dividends than other months because of my European holdings.
In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.
Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.
Enjoy the pod and C U on the inside!