Aktiesnakken — September 2011
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Er der lidt optimisme, nu hvor aktierne stiger. Næ, for måske dykker de igen i morgen. Aktiemarkedet er sindsyg vigitg for hele den økonomiske udvikling. Det vidste BB, derfor var det ganske genialt at køre markedet op i 2008, det har kostet, men genialt var det.
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Ikke desto mindre, så mener jeg stadig, at det var smart. Problemet var blot, at de overdrev. Vi skulle aldrig have haft indeks så langt op, mindre kunne også have gjort det, og det havde vi været bedre tjent med. Den optimisme der fulgt i kølvandet, var helt ambivalent ift mart 08. Den halve optimisme havde været nok, og ville også have fået sat nogle positive mekanismer i gang.
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