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No Capitulation Necessary
The Compound and Friends
The Leverage Loan Market
There's some weakness in the data because the fed funds rate was zero, but what this is telling me is that you've got meaningful weakness ahead. When you talk about earnings in the economy and if you're gonna have an ism dipping below 50 into the mid 40s I'm gonna start pulling down my EPS estimates. And that is not to me an environment that you want to be particularly exposed in the short term for stocks That's where that's where I am. I expect worse just because How could how could it not get worse? I just don't know how the market will react.
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