The Next Big Trade - Dan Rasmussen on When It’s Time for Small-Value Stocks
Real Vision: Finance & Investing
The Quantitative Rules Work Really Well in Crisis
In a real recession, we see bankruptcy, your bankruptcy, all of a sudden it's really valuable. People are much more emotional and much more prone to bad judgment in crises than they are in bull markets. Lesson two is value doesn't always matter, right? And you don't want to own things that go bankrupt in a recession. You should pay attention to credit statistics and just buy stuff that's about to go down.
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