Bogota Colombia
Posts: 5 since Nov 2018
Thanks Given: 4
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"Only when the tide goes out do you discover who's been swimming naked." - Warren Buffett
Corporate debt holders. GE. Turkey. Argentina. Who else is swimming naked?
A hugely expansive market cycle is reaching an end. Economic agents who have been growing unprofitably, fueld by cheap debt, are getting stressed by rising interest rates, and will be exposed one by one.
Who else do you think will be exposed soon?
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