I am a bear at a macro level. I see the global economy slowing and heading towards recession as we approach 2027 and that will be reflected in stockmarket weakness. When the tide goes out you get to see who is swimming with no trunks. Those who will be exposed at that point are the frauds, those with no earnings visibility, those running out of cash and those whose valuations are fueled by hopium and are just crackers.
on Tom Winnifrith | Comments