Paul Tudor Jones: Corporate Credit Will Cause the Next Crisis

Discussion in 'Wall St. News' started by dealmaker, Nov 16, 2018.

  1. Read a post somewhere... "Corporate debt [defaults?] will be the trigger for the next recession/bear market".

    Hey... some corporations "borrowed their asses off at zero interest rates to do stock buy-backs". That seemed to be OK so long as it didn't "cost anything" for interest rate carry. When the rates rise and the corps have to pony up, the interest costs become a drag on something.



    FWIW...
     
    Last edited: Nov 19, 2018
    #11     Nov 19, 2018
    murray t turtle likes this.
  2. %%
    One millionaire fund manager, finally found a good use for RSI, in emerging market can spot a bottom.BUT in a good downtrend like GE, or QQQ; 6 or 7 months RSI can flash false buy or sell signals.And i was wrong on QQQ for so many turnaround tuesdays [NOV]. NoW i wonder if this turnaround will be like last [ bear trend]weeks T Tues??I may have gotten in on fake up moves with GE; but i found in an old time IBD book[black + white, not red white + blue like all his newer chart$

    HE warned dont buy GE, chart price @ $60;GE had so so, slow, slow growth;@ least QQQ will give some good downtrends.......................................................................And good uptrends/earnings if we ever clear 200dma??:cool::cool:
     
    #12     Nov 19, 2018
  3. My freaking voodoo indicator will cause the next crisis.
     
    #13     Nov 20, 2018
  4. dealmaker

    dealmaker

    ""
     
    #14     Nov 26, 2018
    murray t turtle likes this.
  5. dealmaker

    dealmaker

    But Wait, There's More

    The Fed also released its first-ever financial stability report yesterday, which warned of risks that could whack the markets. Those risks include ongoing trade tensions, rising corporate debt from companies that have weak balance sheets, and rising geopolitical uncertainty. If stuff hits the fan, the report reads, "the resulting drop in asset prices might be particularly large, given that valuations appear elevated relative to historical levels." Fortune
     
    #15     Nov 29, 2018
    murray t turtle likes this.
  6. %%
    They may have solved this problem, already.BUT a great brand name for over 200 years+ still is ;Remington Arms went bankrupt,[chapter 11] 2018 , mainly too much debt......[WSJ was my main source + some USa Today]:cool::cool:
     
    #16     Nov 29, 2018
    dealmaker likes this.
  7. dealmaker

    dealmaker

    ""
     
    #17     Dec 10, 2018
    murray t turtle likes this.
  8. %%
    I though she was noting the C, BAC stock price; but i see she is concerned about bonds also.......In the yester years, i though all the debt free teck companies could do well; they can, but seldom do well in a bear market.
    I do see one stock that [IBD newspaper] funds noted are buying, SEAS. But with debt of 523%, SPY, QQQ down so much; i may want that one next OCT,2019 bull market?? NOT a prediction.:D:D
     
    #18     Dec 10, 2018
  9. dealmaker

    dealmaker

    ""
     
    #19     Dec 19, 2018
  10. %%
    Always had rising geopolitical uncertainty, maybe that's a proper blame name on Smoot Hawley tariff.Sounds like they are not very concerned about the bear market; ok:cool::cool:
     
    #20     Dec 20, 2018
    dealmaker likes this.