U.S. financial assets face structural bear market
The long-term thesis presented is that U.S. financial assets are grossly overvalued and entering a secular structural bear market driven by rising interest rate cycles, excessive margin debt, and asset-price inflation.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day — no card required.