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  1. Seth Davis
    8,243 Posts.
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    16/02/17
    23:25
    Post #: 22685150
    "Are you suggesting that the default rates in 'nonfinancial firms' and 'financial firms' are uncorrelated? In which universe is that?"

    This little universe where the misses and kids have gone to bed and all I have is you and Top Gear.

    I couldn't open the link, how about adding in financial firms too, that will prove you're right!?
    Last edited by Seth Davis: 16/02/17
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    lightbulb Created with Sketch.  Great analysis
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