{"id":4784,"date":"2025-04-28T10:24:01","date_gmt":"2025-04-28T08:24:01","guid":{"rendered":"https:\/\/elite-news.com\/?p=4784"},"modified":"2025-04-28T10:24:04","modified_gmt":"2025-04-28T08:24:04","slug":"investeerders-brief-van-27-04-2025-2","status":"publish","type":"post","link":"https:\/\/elite-news.com\/nl\/investeerders-brief-van-27-04-2025-2\/","title":{"rendered":"Investeerders brief van 27\/04\/2025"},"content":{"rendered":"\n
\"\"<\/figure>\n\n\n\n

Beste investeerders,<\/strong><\/p>\n\n\n\n

Waar heb je het over?<\/p>\n\n\n\n

Deze week kondigde hij aan dat hij met China ging onderhandelen over tarieven (ik dacht zelfs ergens te hebben gelezen dat hij had gezegd dat de Chinese president een vriend was\u2026.), hij had een ontmoeting met Zelensky, hij handhaafde zijn vertrouwen in het hoofd van de FED, en hij zei zeker nog veel meer, maar ik ben het spoor een beetje bijster \u2026\u2026<\/p>\n\n\n\n

Dankzij deze overlopende diplomatie en de hoop op een verdere renteverlaging door de FED hebben de markten weer wat kleur gekregen, met een vrij scherpe opleving.<\/p>\n\n\n\n

En het belangrijkste, want uiteindelijk wordt al deze volatiliteit alleen veroorzaakt door de angst voor een te sterke economische vertraging, zijn de macro-economische indicatoren en de eerste bedrijfsresultaten, die behoorlijk bemoedigend zijn.<\/p>\n\n\n\n

Over een paar maanden zullen we misschien tegen onszelf zeggen: waarom raakten jullie in paniek? ????<\/p>\n\n\n\n

Zo gaat het altijd.<\/p>\n\n\n\n

Dinsdag had ik het genoegen om David KRUK, hoofd handel bij Financi\u00e8re de l’Echiquier, te interviewen, die zeer interessante informatie onthulde. De video wordt over een paar dagen gepubliceerd, dus blijf kijken.<\/p>\n\n\n\n

Dit is ook een goed moment om terug te denken aan een citaat van Warren Buffet, dat hij van Benjamin Graham, de vader van value investing, heeft gekregen: \u201cOp de korte termijn is de aandelenmarkt een stemmachine, op de lange termijn is het een weegmachine\u201d.<\/p>\n\n\n\n

<\/p>\n\n\n\n

\"\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

Beste investeerders, Waar heb je het over? 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