Korn Ferry, Monster, Heidrick & Struggles: Recession Risk Not Priced In [View article]
Good Analysis. You should get short SFN, KFRC, CBR, SAPE, MPS, ANSR, RHI, BE and CDI as well. It is very easy to fire contractors without paying unemployment or issuing press releases. Check out what all these companies did in 2000-2001. Rising unemployement, jobless claims and continuing claims supports your thesis as well.
Korn Ferry, Monster, Heidrick & Struggles: Recession Risk Not Priced In [View article]