The Arithmetic of Equities By Whitebox Advisors


Hat tip Market Folly

Category: Investing, Really, really bad calls, Think Tank

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3 Responses to “The Arithmetic of Equities”

  1. agronox says:

    Good stuff Barry. Pretty persuasive.

  2. [...] Alpha “The best-case scenario for bonds is the worst-case scenario for stocks” – Whitebox Advisors [...]

  3. Only gripe is his comment that the “best cast scenario” for bonds is that rates rise only modestly…..umm no. Has this guy ever seen Japan? Rates can AND HAVE gone lower…even WITH massive debt.