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JS's avatar

Great read & data; thanks. The insider buying (really the lack thereof) is telling. The uncertainty that is holding execs back from BTFD is permeating corporate actions as well. Important time to stay very alert.

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Kalliste's avatar

thanks again. It is hard to see positive catalysts for stocks at this stage. It will take quite some time to negotiate deals let alone have China come to the table to negotiate, i have hard time to see off ramp here so none lose face in this poker play. Besides, trade wars are usually premise for geopolitical unrest (ie 1930s)...What could be the way for China to come to the table w/o losing face? How could it be a bottom if we haven't yet priced in a recession potential and reset once companies provide very poor guidance from a strong Q (as people would have stockpiled)...the earnings season might be the trigger for more downside on stocks no? No ceo can plan investment nor spending in that environment IMO leading too poorer guidances and lower P/E and thus lower stocks...?cheers

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