FYI: It was a dark and stormy day. No, we’re not referring to the weather, which was perfectly chill for early January, but to the tenor of the conversation at this year’s Barron’s Roundtable, our annual investment talkfest and stockpickathon, featuring 10 of Wall Street’s smartest investors. Consider the panoply of problems on which our panelists dwelled: a rising ocean of corporate and government debt, a debilitating trade conflict, fake earnings, tech disruption, political paralysis, the withering of the middle class. Might as well cue the demise of the Western world, which, by the way, also came up for discussion.
Regards,
Ted
https://www.barrons.com/articles/barrons-2019-investment-roundtable-part-1-51547262307?mod=hp_HERO
