The first layers of layoffs will be:
1. Company structure in regards to debt and interest payment failure-> cut
2. High flyers from 2020 using the stock price and stock based compensation to pay extra staff-> cut
3. General expenditure with free money decreasesโฆ
1. Company structure in regards to debt and interest payment failure-> cut
2. High flyers from 2020 using the stock price and stock based compensation to pay extra staff-> cut
3. General expenditure with free money decreasesโฆ
leads to unseeded and excessive expenses for worse products, services from other companies to be cut-> less gross/income = cut workforce
Now itโs important to remember the true losers will be unestablished companies that behaved carelessly in regards to expenditures..
Now itโs important to remember the true losers will be unestablished companies that behaved carelessly in regards to expenditures..
By leverage their own companies both via stock price and credit.
The worst companies will fail, the fluff too, the reckless as wellโฆ but itโs important to remember the true market leaders and core components of the economy are likely to remain strong for some time.
The worst companies will fail, the fluff too, the reckless as wellโฆ but itโs important to remember the true market leaders and core components of the economy are likely to remain strong for some time.
The question is will the FED ease before that point or not.
We are seeing great signed in regards to deflation. The FEDs plan is working so far, but we have a history of overshooting.
We are seeing great signed in regards to deflation. The FEDs plan is working so far, but we have a history of overshooting.
We see a lot of fear in regards to recession while we are actually just slowing down.
What did you expect the FED was doing? This is exactly what you want to cool inflation and so far, I think the FED is very happy.
What did you expect the FED was doing? This is exactly what you want to cool inflation and so far, I think the FED is very happy.
We are seeing signs that while this whole thing might seem like a negative, it actually brings us closer to a dovish turn in FED policies.
Growth and risk assets are showing signs of it, so is the yield curve.
Growth and risk assets are showing signs of it, so is the yield curve.
The last stage will be a decorrelation between risk assets themselves, where profitable growth gets a bid and leveraged assets fail.
The purge is working, let us see how it ends.
The purge is working, let us see how it ends.
Loading suggestions...