Sunday, January 17, 2016

Corporations Are About to Get Right Sized

Shit happens

Globalization is dead:

"Sell all rallies"
Corporations are about to get down-sized. For Good. 
S&P Profits w/Fed Funds rate

Leveraged Loans aka. Stock buybacks and *special* dividends

Inventories - Sales

Capacity utilization with interest rates
"Low interest rates help the economy"
Unless it's being outsourced...