We are likely to see a further 20-35% downside for markets in...

We are likely to see a further 20-35% downside for markets in the short term of 3-6 months as we possibly enter the most traumatic recession since the GFC (first data PMI)

Stocks that have been hardest hit already including quality companies not Zip or Sezzle, defensive cycles, industrial etc are likely to outperform further in the next downward run to at least Christmas

What you want to continue to avoid except for shorting opportunities is companies that are negative cashflow or need to raise Capital. Companies highly leveraged to the economy such as banks. Long-duration assets with limited inflation hedge


All this is in my opinion and not financial advice