FYI: I wrote the following piece for Bloomberg a couple weeks before the start of the stock market correction that saw stocks fall 10% or so. If you’ve been listening to the podcast, we went over some of the answers to these questions but this was still far too short of a time frame to make any definitive conclusions. I was paying attention to some of these topics during the sell-off but I’m more interested in how these factors play out over a real bear market, not just a flash correction that lasts a couple of weeks.
Regards,
Ted
http://awealthofcommonsense.com/2018/02/questions-for-the-next-bear-market/
