One Of Wall Street’s Biggest Bulls Is Cautious On 2020. Here’s Why
It’s not bearish, but it’s not sanguine either.
It’s not bearish, but it’s not sanguine either.
The combination of tariff angst and “Warren risk” (so to speak) is a helluva psychological burden on the C-suite.
If they’re right, they will look like geniuses.
Thank the “easy soft patch”.
“Although I have no idea of the timing, as this cycle continues, I am getting more sympathetic to the idea credit is a time bomb.”
“It was regarded as important to form a consensus and to unite”.
“I view the world from the lens of volatility.”
“Marking to misery” gives way to “waves of optimism”.
“My approach to Medicare for All would mark one of the greatest federal expansions of middle class wealth in our history”.
“…slam the whole sector and work it out later”.
You can thank record levels of uncertainty.
“Monetary madness like we have never seen before”.
“The time is now upon us”.
“By just looking at the price of the S&P 500 one cannot see the true state of equity markets”.
Is past performance indicative of future results?
Maybe good news can actually be interpreted as positive for risk assets again.
It’s time to use “all of the instruments” again.
Is good news “bad” news this time?
“We think the sun is slowly setting on this cycle”.
Does someone have to be definitively “right”?Â
Did you miss it – again?
The ultimate irony is that just six months ago…
“No one is sure whether we are facing the definitive downswing.”
If you’re not excited, well, get excited.
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