Relevant:
- JJ estimates nearly $40 million in loans issued to Evans brothers in Madison County
- Banks issued nearly $10 million in loans to Evans brothers in Desoto County; Exposure now estimated at nearly $50 million.
- Texas was very good to Chris Evans
- A flawed argument used by Warren Buffett could be setting stocks up for 'one of the worst disasters in history'
- Guilty plea in mortgage fraud
2019-10-16 — marketwatch.com
... the ratio [of the Wiltshire 5000 to the GDP] suggests valuations are at a level not seen since the internet bubble two decades ago, prompting Evans to warn that there's "very little to the upside" and "very much to the downside" in the current climate.
...
Can the market keep chugging along in the face of historic valuations? Evans says it's possible but investors "will need a theme to fuel the delusion."
Those themes could come in the form of "QE Forever," though he says that's not likely. "That jig is almost up and any further rise in inflation will put a stake through its heart," Evans wrote in his post.
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