John Lounsbury
John Lounsbury
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No Market Gain Without Economic Pain [View article]
Good discussion.
I would point out that, when you say "eventually these stocks will need to be replenished to meet future demand" you are not going on to say that this is at the center of current debate. The optimists would say your "eventually" is about six months and the pessimists would say it is of the order of six years.
I agree that we will necessarily endure some pain in order to get healthy again. We have some structural damage in the financial system which can not be papered over; it must be repaired or rebuilt. You mentioned embracing pain and acknowledge it as weakness leaving the body. There is an old adage: No pain, no gain. I think it applies currently.
95 Stocks with Low Debt to Equity [View article]
Even more important than just looking a debt/equity, in my opinion, is cash position. I would run a sub-screen for cash on the balance sheet.
What To Look For Next in This Market [View article]
Outstanding observation. Energy is the future of our economy.