So if an otherwise decent company comes out with bad forecast and suggests long road back for their biz stock should be bought on any dip? Just my timeline but seems like consensus is there is nothing that can stop market from going higher and that fundamentals are meaningless
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Replying to @EnergyCredit1
Alternate take. Most people are slow to wake up to the reality of life in a recession. Just because this is consensual on twitter doesn’t mean it is consensus. It took awhile to set the low in the last crisis, no reason to believe this time will be different
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Replying to @Zero_Edged @EnergyCredit1
What percent of the market has a long only mandate with limited to no ability to hold a tactical allocation to cash
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Replying to @Zero_Edged @EnergyCredit1
Are PE firms struggling to call their commitments? Heard so for VC.
6:59 AM - 19 Apr 2020
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