In terms of this whole debate about “is the market pricing in a v-shaped recovery?” people need to get more granular, with less focus on index numbers.
American Express, JPM, and VNQ (real estate ETF) aren’t exactly screaming V pic.twitter.com/eUp3mwXDjd
— Joe Weisenthal (@TheStalwart) May 9, 2020
https://twitter.com/hks55/status/1259231385795125248
CLOs pic.twitter.com/ZtWUruHvv1
— Alessio (@AlessioTMAD) May 9, 2020
This week's cover
Says the opposite the of the 77% that think they will get their job back once the crisis passes.https://t.co/buGtX2fHle pic.twitter.com/BMjpEQTn1I
— Jim Bianco (@biancoresearch) May 9, 2020
#recession … US #Contagion edition
No V-shaped recovery… 📉 https://t.co/XZXzkXs7CT
— Invariant Perspective (@InvariantPersp1) May 9, 2020
— M/1_LP (@MI_Investments) May 9, 2020
https://twitter.com/GreekFire23/status/1259228458229682176
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