"My earlier forecast of a bottom oil price of $10 to $20 per barrel -- the marginal cost of production in efficient locales -- still seems valid. A drop to that level would be a financial shock reminiscent of the dot-com collapse in the late 1990s (DAX < 4000) that precipitated the 2001 recession (DAX < 4000, -50%) and the subprime mortgage debacle in the mid-2000s that touched off the 2007-2009 Great Recession (DAX < 4000, -50%)."
Nun ja die Fallhöhe wäre diesmal eine andere, jedoch ein Rücksetzer wie in 1987 (40% in 3 Tagen) wäre in der Tat reinigend.
www.bloomberg.com/view/articles/...nd-stocks-will-soon-follow