economy S&P 500

One Analyst Reminds ‘Old, Grizzled’ PMs That ‘Weâ€™re Late In The Cycle’ Is Not Research

May 11, 2018May 11, 2018

Listen, Wells Fargo's Chris Harvey seems like a fun guy. I don't know Chris, so maybe I'm wrong, but any analyst who appreciates that there's palpable spillover risk from Bitcoin to other risky assets (see here and here) and who knows what it means to be watchin' out for the "POPO" (see here), is a friend of mine. From what I can tell, Chris tends to lean bullish, although I can't say that definitively because you know, there's only so much time in a day and I haven't conducted any kind of rob

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One thought on “One Analyst Reminds ‘Old, Grizzled’ PMs That ‘Weâ€™re Late In The Cycle’ Is Not Research”

artificially intelligent

May 11, 2018 at 8:57 ams Reply

I would be wary of any “it’s different this time” type of talk. Rate inversion happens ahead of recessions by a variable number of months, and tightening cycles are accompanied by rising stock prices (late-stage bull market).