>> Plenty of 30-40 PE companies at index level with close to 0 growth. Companies like NET still at 30x sales.
This is the scariest thing to me that very few are discussing. Corporate debt is either toxic or nearing it based on the implications of your statement (which I believe to be accurate).
This is the scariest thing to me that very few are discussing. Corporate debt is either toxic or nearing it based on the implications of your statement (which I believe to be accurate).