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...