Surveillance: Ryding's Central Bank Critique terminal: Surveillance: Ryding's Central Bank Critique (Podcast)
Bloomberg Surveillance
00:00
Do You Buy Quality Growth?
SPX midterms up 16%, presidential year up 8%. You got to be kidding me, the history of these midterms we just had inflicted upon us is double-digit SPX return. Small caps are interesting as well but obviously we feel we could be entering recessionary period even if that recession is mild and small caps could be more vulnerable. Are you going to see record use of cash by those big cap quality names? I think we could.
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