Via @GregMannarino
Interest in “bear market” as per @Google Search Trends much higher than GFC-era @SoberLook pic.twitter.com/eZSwBviRLs
— Liz Ann Sonders (@LizAnnSonders) January 3, 2019
Systemic Risk is coming. https://t.co/59tmXKgBoM
— Paranoid Bull (@paranoidbull) January 2, 2019
What a difference a year makes (ISM Commentary) pic.twitter.com/U9rOUAjQYn
— Bespoke (@bespokeinvest) January 3, 2019
Manhattan real-estate had its worst year since the 2009 housing crash. Is it about to get worse? https://t.co/h00ODgEfIj pic.twitter.com/Zo4E403EXD
— Robert Frank (@robtfrank) January 3, 2019
https://twitter.com/NorthmanTrader/status/1080829244350046209
If there is a recession in 2019, and the "normalized" NY Fed model pegs the odds at 40%, just remember…in economic downturns, the multiple bottoms between 10x and 12x and earnings get sliced 10%-20%. Do the math and it ain't a pretty picture. Feet on ground, my friends.
— David Rosenberg (@EconguyRosie) December 31, 2018