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Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane
Forward Guidance
Are You More Bearish Than You Were in September?
The last time I spoke with someone from oxbow was in september and they were quite bearish. We see an equity market that's straightened above 17 times earnings which we think is still too high And uh if we're looking for more of a bottom or an end to this bear market Uh, you're usually going to trade at a cheaper valuation. The earnings need to come down a bit from what expectations are still a bit too lofty. Right now we think treasuries are the best place to be but when we see spreads widen then we'll get more opportunities to invest in other types of bonds,. Other asset classes such as Convertible securities or even some common stocks that have
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