Haphazard musings

Asuming we face a super cycle, and that equities are the crowded trade. Theory is that bonds have bottomed....

Sure I theorized about it... I have yet to put my money where my mouth is.
I'm not big on "how can there be a recession when everyone is calling for one."

Well, what did kudlow, or one of his sidekicks say? " if there is a recession it will be the most widly predicted one."

The super bearish side of me says "Ya, that is because it will be a full on depression."