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This is NOT 2008 | Harris Kupperman
Forward Guidance
Is This a Bad Time to Be an Investor?
I think cash is really good here. I think it's going to get really bad. People are bearish. But sometimes everyone's just right. And if the Federal Reserve keeps telling you they plan to break stuff, well, I kind of take them at their word. It seems like a pretty terrible time to own businesses that aren't in the energy sector. Because the energy sector is near the bottom of its cyclical cycle. Whereas everything else is kind of in the second or third innings of its cycle on the way down.
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