The Usual Bearish Suspects

The Usual Bearish Suspects

Among the responses to "Apocalypse Soon" was a reference to the "usual bearish suspects." We all have our ideas about who belongs in that lineup. In the half-dozen years I've been writing for public consumption, I assiduously avoided naming names. Over the next two or three weeks, I don't expect it'll matter. Because pretty much everybody is likely to become some kind of bear. The Fed is dialed in, the dollar's taking no prisoners and consensus is for higher US real yields. Liz Truss is rollin
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4 thoughts on “The Usual Bearish Suspects

  1. The only hesitation I have on this is that much of the narrative out there is bearish and most folks are on the bearish side of the boat. The article’s outlook seems on the mark otherwise.

  2. “the time to buy is when there’s blood in the streets.” Baron Rothschild
    “stocks always go up” a very wise writer
    “No Guts, No Glory.” Air Force Major General Frederick Corbin Blesse
    “No brain, no job” me
    “Markets can stay irrational longer than you can stay solvent.” John Maynard Keynes

    Hmmm…. What to do? Put some cash in FX hoping the dollar collapses or buy one of those bridges I keep hearing about?

  3. It seems to me that once most news organizations turn negative on stocks and financial gurus get negative that is the time to start putting more cash in your investment accounts and get ready for another 15-20% swoon to load up.

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