MI258: Expect Further Stock Market Declines & A Recession in 2023 w/ Chance Finucane
The Intrinsic Value Podcast - The Investor’s Podcast Network
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What's Your View on Energy for 2015?
There's not a ton of businesses that we consider to be in a real deteriorating competitive position from where they were a handful years ago. There are some businesses like Intel or Oracle or SAP that we just think there's looming competition concerns. An oil bear market tends to last more than a year and you tend to see the price of oil go down by more than half on average. Right now the price ofOil has gone down by about a third. We think there could be more downside to go.
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