Lidt til weekendlæsningen: Joshua Brown fra Ritholtz Wealth Management skrev lige før sommerferien, at de amerikanske virksomheder aktuelt befinder sig i en indtjeningsrecession, men at verden ikke nødvendigvis går under af den grund: “There have been 12 earnings recessions since 1954 and 3 of them did not accompany an actual economic recession. The instance that occurred in 1985-86 for example, was caused by a sudden drop in oil prices (sound familiar?)…”.
Læs hele indlægget her:
http://thereformedbroker.com/…/what-you-need-to-know-about…/