Daily Archives: February 14, 2019

The Time to Prepare For a Crash is NOW Before It Hits

Yesterday’s note caught a lot of attention. In it, we argued that investing in stocks today based on the Fed getting dovish is like buying stocks after the Bear Stearns deal: you’re buying based on a development that reveals the … Continue reading

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The Fed Went Dovish Because It Sees Systemic Risk

Yesterday’s note caught a lot of attention. In it, we argued that investing in stocks today based on the Fed getting dovish is like buying stocks after the Bear Stearns deal: you’re buying based on a development that reveals the … Continue reading

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The US Corporate Debt Bomb, Europe’s Recession, and Systemic Risk in China

Yesterday’s note caught a lot of attention. In it, we argued that investing in stocks today based on the Fed getting dovish is like buying stocks after the Bear Stearns deal: you’re buying based on a development that reveals the … Continue reading

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Corporate America Owes $700 Billion This Year… And 60% of Co’s Have Negative Cash Flow

Yesterday’s note caught a lot of attention. In it, we argued that investing in stocks today based on the Fed getting dovish is like buying stocks after the Bear Stearns deal: you’re buying based on a development that reveals the … Continue reading

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Buying Stocks Today Is Like Buying Stocks Based on the Bear Stearns Deal, Pt 2

Yesterday’s note caught a lot of attention. In it, we argued that investing in stocks today based on the Fed getting dovish is like buying stocks after the Bear Stearns deal: you’re buying based on a development that reveals the … Continue reading

Posted in stock collapse? | Comments Off on Buying Stocks Today Is Like Buying Stocks Based on the Bear Stearns Deal, Pt 2