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do you believe Danielle DiMartino Booth
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Last: 2 yr ago by Cyp0111
Believe her more than you…….
Did you wake up today saying "I think I'm going to be a DH"?
Your goal has been met
Your goal has been met
AgOutsideAustin
Joined:
Sep 15, 2009
Posts:
19,767
How long do you want to ignore this user?
something is happening at the ground level... and most people aren't paying attention
honestly, i wish there was a better article. those snippets really don't say anything at all.
this is pretty much sums up that whole thing.Ag92NGranbury said:
something is happening at the ground level... and most people aren't paying attention
I'm not a huge fan of hers. I love a good contrarian approach but her stuff is usually pretty weak in terms of detailed analysis and largely reverts back to her time at the fed in some role which I'm not overly sure what it was.
She's trying to backtest rates to asset values and paint broad strokes regardless of key things like inventeories, economic moats of certain companies among other things.
She's trying to backtest rates to asset values and paint broad strokes regardless of key things like inventeories, economic moats of certain companies among other things.
Never heard of her but I've read articles written exactly like that for months now many, many times with many different people professing it. I've also read counterpoint articles with the same level of non substance.
The reality is that we are in uncharted waters and no one knows **** about what's happening or what will happen because we have so many economically contradictory things happening at once.
The reality is that we are in uncharted waters and no one knows **** about what's happening or what will happen because we have so many economically contradictory things happening at once.
She posted today insinuating that since investment grade bonds were pricing below par and that the market was signaling distress. I mean, spreads are tight right now and this is simple rate/duration.
If this is truly her take, she doesn't know what she's doing.
If this is truly her take, she doesn't know what she's doing.
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