You Gotta Buy Any Dip: FOMO Calls Are Back, But Not Everyone Is Excited
… figuratively or literally.
… figuratively or literally.
An “increasingly unstable and uncertain” world.
Besides the US reopening story, the only narrative that’s likely to matter going forward is…
“If the Fed is backstopping the credit market, why wouldn’t it backstop its natural habitat?”
Flow reversals and the “cost of cash”.
“Today, borrowing is voluntary, at least for countries with sovereign currencies.”
Are stocks ahead of themselves? Here’s what history suggests.
Let’s face it..
Historical precedent is no longer useful.
“The point of equity funding over debt funding is it does not need to be repaid.”
“Notwithstanding that professionals who sell rate volatility for a living have been carted off on a stretcher (and not from COVID-19)”…
Suffice to say some folks are concerned – palpably.
“I will be here tomorrow afternoon to let you know.”
Now, in 2020, it’s not clear where we are, besides on the border of lost credibility.
“…frustration gave way to incredulity and, eventually, incredulity surrendered to a kind of fatalism”.
“Further corrections” may be in the offing.
“Let’s all pray it does not come to pass.”
“King dollar” can be a real pain sometimes.
“I believe the situation we find ourselves in is analogous to a tsunami coming.”
It is (past) time for a fiscal solution.
It’s not a “foregone conclusion”. Or is it?
This is a complete and utter disaster.
Now there’s a timeframe for “adjustment”.
“20th century capitalism is a spectacular confirmation of this mathematical result”.
“DIHK has not received such pessimistic replies since the crisis.”
Firtash added diGenova and Toensing to his legal team in July.
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