Is Financial Argmageddon Bullish For Stocks? One Bank's Surprising Answer
Everyone knows that after nearly a decade of capital markets central planning by the world's central banks, "good news is bad news." But did you also know that financial armageddon has become the most bullish catalyst to buy stocks? That's the understated take-home message from the year ahead preview by Macquarie's Viktor Shvets published last week. It is also the conclusion that One River Asset Management's Eric Peters reached in his latest weekend notes.