May 26, 2018 11:15 am

ANALYST: For The Next Market Cycle, It’s Time To Do The Exact Opposite

Some interesting thoughts here from BofA quant strategist Savita Subramanian on what will work, investment-wise, during the next market cycle. Her basic argument: ever since the tech bubble, the leaders have been credit-reliant companies, and consumer-oriented companies whose business models are predicated on cheap credit. In the next leg, the winners will be companies with […]

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