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Marko Kolanovic: ‘Calls For A 1929-Style Recession Are Now Getting Quieter’

Of V-shaped bounces and low positioning.

Of V-shaped bounces and low positioning.
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9 comments on “Marko Kolanovic: ‘Calls For A 1929-Style Recession Are Now Getting Quieter’

  1. OK, if we’re to believe that modern market trades are 70% or more computer-generated. What on Earth makes us think that market behavior will ever again follow market norms???? If market growth does not reflect fundamentals, why should market deterioration?

    Isn’t the so-called free market dead?

    • There’s simply no value to be had. Anywhere. All assets are madly overpriced right now. That’s what happens when you print a few trillion, and pump it into the stock market. Law of diminishing returns operates, of course. Gonna be an interesting year if Mom & Pop saver realise how bent all this is, and decide not to play for a while. We could even see… oh I don’t know… massive outflows of cash 🙂

  2. Lance Manly

    So the global slowdown and retail sales in the porcelain fixture mean nothing?

  3. I can’t find the word “economy” anywhere here but in my own post. What is Gandalf really afraid of here?

  4. Harvey Darrow Cotton

    I may just be an Epsilon, and not a physicist, but it doesn’t kappa make sense to me for people responsible for investing other people’s money to sigma buy more of something as it omicron increases in price.

    • So your contention is that stewards of capital should only use other people’s money to buy things that are falling in value? I’m not sure that’s going to go over too well with your clients unlessin’ you think you can pick the exact moment when that thing you’re buying which is falling in value is going to stop falling. “Falling Knife Catchers Capital LLC”

      • Harvey Darrow Cotton

        Ha! No. Steamroller Pennies.

        Seriously, though, I am dumb money, a retail investor, and probably the poorest one who has ever posted here. I have learned a lot (a large chunk from you) but I believe in not averaging up and buying when the crowd is also buying and pushing prices up. If there are multiple systemic liquidity issues, it seems more prudent to me to either sit on dry powder or investing in value companies: Coke right now instead of Starbucks, for example.

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