Investors are conditioned to believe the Fed has got their back. But they might be wrong.
Even the Fed put commercial real estate on its financial-stability worry list.
More than just a few “fallen angels.”
Are these Conglomerates the Black Swan in China?
Investors who bought the hype are left holding the bag.
Worst PE-fund collapse ever. The oil bust just keeps on giving.
The Fed and the ECB believe they can tighten and taper without killing the market so long as they jawbone this constantly.
“We act like we know exactly how it’s going to happen, and we don’t.”
It will be ignored until it’s too late.