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As Chanos Warns On ‘Fragility’, Goldman Tells You Where The Tail Risks Are

Putting some nuance on Jim's "fragility" warning and "chasing tail" with Goldman.

Putting some nuance on Jim's "fragility" warning and "chasing tail" with Goldman.
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2 comments on “As Chanos Warns On ‘Fragility’, Goldman Tells You Where The Tail Risks Are

  1. monkfelonious

    Man, I had kurtosis once and it was a bitch to get rid of. The only thing that cured it was a can of sulfa my dad had from WWII.

  2. With govt AND corp debt levels at extremes the tail (which is a lot fatter than thought) risk is that the next recession which is prob coming late 2019-early 2020 leads to deflation and much more QE. But as we have seen QE was slightly effective over the past decade and will be less so in the next round. The president in 2020 will have one gigantic mess that is probably unfixable.

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