equities – Page 2 – Credit Writedowns

Credit Writedowns

Finance, Economics, and Markets

Portfolio implications as the convergence to zero trade ends

Growth downshift, yes. But how much?

Momentum stocks as a long duration secular stagnation play

Bears forced to raise targets

Re-opening, the pandemic and a potential double dip

My thoughts on the present re-opening rally hiccup

This feels like a phase shift

Some thoughts on the bullish narrative

Worries about a retail investor-led speculative mania

Positive sentiment, the oil price rally and re-opening