Casper: I take dividend cuts for granted with those companies but over time those dividends were really really juicy and they have helped me to reinvest them elsewhere at attractive prices. Casper: For me this you buy also when the commodities are on fire but everyone the commodities are crashing like now. When it's talking about news by the way when it's not in the news probably probably from another good time to buy okay? And settlement has asked us any thoughts about T-roll and positions you have yeah I like T-roll and I bought some more not too long ago so their asset and the management have found the floor so it went also a little bit up again.
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!