The OP is very bright guy, certainly far smarter than I about financial markets. But one thing I’ve learned is that “being right” is not always being “right”. You can concoct a chain of thought that makes all the sense in the world to you and others while being dead wrong. More than anything I’d love to hear from him where he got this so wrong. He gave himself an extension on his original post until the y/e so that is unlikely to come anytime soon. At the same time much of what he was so certain of (1/3 of business gone by 12/20) has not come to pass so parts could be disected already. I think its a good opportunity to learn
Oh and cute bromance guys piling on together[/quote]
We already know where he got it wrong. He miscalculated the power and ability of the Fed to double down on the kitchen sink support i.e. BUY EVERYTHING. But the final chapter has yet to be written. Maybe we will re-visit this thread in 15 years and see what happened.[/quote]
In the long run we are all dead and Im not so sure I’ll be here in 15.
