Positioning for a US Recession.
An ominous connect-the-dots warning hidden in the avalanche of stock buybacks.
A lot more companies are going to get hit.
The troubles are adding weeks to deliveries and are causing a ripple of problems throughout the economy.
The scandal took place in the US, but it’s no different in the EU and Japan. It’s by design. By Justin Fox, Harvard Business Review Blog Network
Stocks, bonds, and the future? A seatbelt-mandatory read by David Hay, Chief Investment Officer of Evergreen Capital.