Never had a business operating beyond local/regional market area. So I always assumed that macro didn’t impact me much more than my competition (generally) and I focused most on maximizing my strengths. The latency from macro to micro offers time to adjust if you’re flexible.
-
-
-
Im not worried. I just don't know what is coming and some macro i.e. tariffs will affect us without a time lag that allows us to react.
- 1 more reply
New conversation -
-
-
C grade corporate debt is the biggest bubble I've seen that I feel confident about. Terrible companies that shouldn't have had a new lender for years now are still getting financed right now. Greek bonds having a negative yield is a big question mark too, but not as sure.
-
Feels like our economy is full of zombie companies right now.
- 1 more reply
New conversation -
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.