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One Bull Fears ‘The Silence Of The Bears’

"Yet they are silent."

"Yet they are silent."
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2 comments on “One Bull Fears ‘The Silence Of The Bears’

  1. Pingback: The Fed 'Put' Is Dead, Long Live 'Buy-The-Dip' - The Quant Market

  2. In-depth from Mark Cudmore from his 1-hour appearance last week on MacroVoices for anyone interested.

    Executive summary:

    dollar (turning bullish), volatility (rising), inflation (muted), US stocks (structurally bullish), eastern Asia (super-bullish), Kyle Bass on China (wrong & clueless), Euro (getting ahead of itself), bonds – nuanced. Well, all are nuanced except for emerging eastern Asia which remains a screaming buy for him.

    Podcast:
    https://www.macrovoices.com/podcasts/MacroVoices-2018-01-18-Mark-Cudmore.mp3

    PDF transcript:
    https://www.macrovoices.com/guest-content/list-guest-transcripts/1521-2018-01-18-transcript-of-the-podcast-interview-between-erik-townsend-and-mark-cudmore/file

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