Seth Klarman's January, 2019 Letter to Investors #9 is a biggie IMHO | Precious Metals Message Board Posts

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Msg  204716 of 210987  at  1/24/2019 4:23:42 PM  by

eagle76


 In response to msg 204712 by  3.58
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Re: Seth Klarman's January, 2019 Letter to Investors #9 is a biggie IMHO

It is remarkable how the markets can ignore key factors like debt, earnings that are somehow 'growing' while revenues fall, or anything else that would normally be a catalyst for a market pullback.
 But at the same time, hype into believability anything they can to push valuations ever higher for as long as they can, or maybe just as important, or want to....
 
   This debt issue was recognized at least a decade ago as a problem, but has been ignored/downplayed since then...   Prior to Trump, the more negative something was as an impact on the market, the less likely it was to even get 'air time'...
 
   But the day of reckoning is coming..  with my primary focus on hoping like heck, I and those are paying attention, are 'ready'...


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Msg # Subject Author Recs Date Posted
204717 Re: Seth Klarman's January, 2019 Letter to Investors #9 is a biggie IMHO fundamental 0 1/24/2019 4:32:27 PM


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