LONGWave
IN-DEPTH: TRANSCRIPTION – Q1 2019: SII UPDATE
IN-DEPTH: TRANSCRIPTION – Q1 2019: SII UPDATE COVER AGENDA SLIDE 5 – TECTONIC FORCES I thought it important that we revisit some of the scenarios we outlined in last year’s Q1 SII Update to see what we can learn and possibly conclude. The first is our regular update discussion on the two major Tectonic Forces at play […]
IN-DEPTH: TRANSCRIPTION – ZOMBIE CORPORATIONS ONLY TEMPORARILY HIDDEN
IN-DEPTH: TRANSCRIPTION – ZOMBIE CORPORATIONS ONLY TEMPORARILY HIDDEN COVER AGENDA SLIDE 5 The specific catalyst MATASII sees for the next crisis is highly likely to be the record amount of debt that has been steadily piling up on corporate balance sheets over the past decade due to the near decade long record low rates. This […]