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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
Posted in It's a Bull Market
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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
Posted in It's a Bull Market
Comments Off on The Fed Went Dovish Because It Sees Systemic Risk
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
Posted in It's a Bull Market
Comments Off on The US Corporate Debt Bomb, Europe’s Recession, and Systemic Risk in China
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
Posted in stock collapse?
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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
