As contrarians, we always ask when will it end and how will it end?
Although there are many possibilities, our vote right now is corporate debt.
If the American consumer is Atlas — holding up “the greatest economy ever” — his legs are weakening under the strain.
The following article was originally published in “What I Learned This Week” on August 15, 2019. To learn more about 13D’s investment…
“These things don’t happen overnight for companies. They happen overnight only for investors.”
Sustainability will emerge a key factor for algorithmically-determined market moves.
In our view, the answer unequivocally is emerging markets.
The cycle is turning from consolidation to diffusion.
Is this one more sign the cycle of wealth accumulation is turning?
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