Skip to content

Forget Commodities, There’s Another ‘C’ Word Flashing Red For Stocks




Of course, it’s different this time… credit is “just weaker because of energy names… which is transitory” except that’s the same bullshit (but about LBOs) that was used last time… ‘higher leverage is great for stocks… at the expense of credit’ until it reaches a tipping point.

Worried about rising interest rates? Well they are already here for corporates…!

Leave a Reply

Your email address will not be published. Required fields are marked *