Egon von Greyerz ( vom goldlastigen, auf Schwerreiche spezialisierten "Matterhorn Asset Management" ) läßt es wieder einmal ordentlich krachen. Nichts für schwache Nerven und Anhänger von Deflationsszenarien. Die Schuldentürme gar der letzten 200 Jahre sieht er in den kommenden Jahren in einer hyperinflationären Depression untergehen. Als Goldfondmanager spricht er natürlich pro domo, doch es finden sich hier viele - durchaus bekannte - Argumente sehr bündig und dringlich noch einmal zusammengefasst:
THERE WILL BE NO DOUBLE DIP…..
No, there will be no double dip. It will be a lot worse. The world economy will soon go into an accelerated and precipitous decline which will make the 2007 to early 2009 downturn seem like a walk in the park.
There has probably never been a period in world history which has caused the amount of wealth destruction that we are likely to see in the next few years. If we are correct in our assumption that the West will see a correction of the excesses of the last circa 40 years but more probably of the last 200 years, since the start of the industrial revolution, we could see a total annihilation of the assets that have been fuelled by the credit bubbles.
The spike in asset values in the last 100 years, which is unprecedented in history, is likely to be corrected by a waterfall which could start at any time. We will issue a separate report in the next 10 days covering our market predictions and the importance of physical gold for wealth preservation purposes.
http://matterhornassetmanageme…re-will-be-no-double-dip/
Grüße
auratico