Where equity markets headed next Scott?
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To the moon
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What made you guys think March 23rd would be the near-term low in bond prices? Was it Fed remarks alone?
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So, you say the correlation is tight, go on TV and say the S&P500 would go to 1,800 and bought agressively corp bonds? You didn’t mentioned that at the end of March! Easy to say now...
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How did you have the confidence to take those positions and call for SPX 1,500? The two don't seem to align naturally?
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How do we have a market at these highs while the world is a dumpster fire is the real question (Liquidity). What happens when they shut the tap off or scale back? (Yesterday is the answer) Respectfully.
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Great convo, mind the cautious undertone ...
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This is the one that gets me. How on the world do you still operate as a business when your debt servicing is greater than your Proffitt’s? Low rates have blown up a huge bubble. When it deflates, look out below.
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