#15: Peter Atwater: Welcome To The 'Backlash Era'
Superinvestors and the Art of Worldly Wisdom
The Implications of the Backlash Era for Stocks
Wells Fargo and Harvey Weinstein are examples of companies perceived to be way too powerful in their space. The investment implication is that prices are extremely fragile, says Jesse Cohn. "We have the potential for major air pockets in price as companies go from omnipotent to impotent"
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