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>> No.19599704 [View]
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19599704

>>19599586
>could a big, local crash spook the market into a general crash?
Any shock could send prices down. How much is a different question. DB and COF are on my watchlist. Fannie and Freddie might be interesting. August - October will be scary too. T bill yields should be watched too.
replying to this above >>19599524
>v shaped recovery is already here
Basically. if we're in a V recovery, what are we returning to?
Revenues were already slipping and we're having an issue with dollar utility. there's just too many dollars competing with each other so the pend up demand meme is great and all, but if the corps are going to keep trying to grow on debt based spending, they're going to keep choking themselves up until they're insolvent over something like the corona shock. 3 weeks of missed revenue and Q1 goes entirely in the shitter for many corps. It's just... grim, maybe.

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