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“This Is Becoming Dangerous” Morgan Stanley Warns, As Forced Liquidations Loom

“This Is Becoming Dangerous” Morgan Stanley Warns, As Forced Liquidations Loom Today is adding to the accumulated pain of the last few days for most funds.  Momentum has retraced nearly all of its YTD gains and names with high active ownership are underperforming names with high active ownership by 3 standard deviations. This is becoming […]

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The Economy is in Liquidation Mode

The Economy is in Liquidation Mode Capital Consumption If you’re an American over a certain age, you remember roller skating rinks (I have no idea if it caught on in other countries). This industry boomed in the 1970’s disco era. However, by the mid 1980’s, the fad was fading. Imagine running a rink company at […]

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“Oil Drillers Are Going To Die” In Q2, Conway Mackenzie Warns “Expect Outright Liquidations”

“Oil Drillers Are Going To Die” In Q2, Conway Mackenzie Warns “Expect Outright Liquidations” “The second quarter is going to be devastating for the service companies,” warns Conway Mackenzie – the largest U.S. restructuring firm – adding that, despite slashing thousands of jobs, delaying (or scrapping) billions in capex amid the prolonged rout in oil prices, […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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