Saturday, November 12, 2022

Who's swimming naked as the tide goes out?

Warren Buffett famously said that when the tide goes out, you find out who has been swimming naked. Now that the Fed is tightening financial conditions and the tide is going out, I undertake an analysis to find out what countries and sectors have been swimming naked, and who has been opportunisticaly swimming with the tide.

The full post can be found here.

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