Why is private credit offloading assets at $0.50 on the Dollar right now? Could it be that they know what is coming?
https://x.com/SpencerHakimian/status/1918455846381453632
S&P 500 EARNINGS 26% of the fall in post-Liberation day forward EPS is attributable to the Energy sector.
Stripping out Energy, forward EPS down <1%... Not a recessionary earnings path yet...
https://x.com/WarrenPies/status/1918289410845753682
