anvor

Four Commonsense Clues to a Genuine Market Bottom

Gena might be a genius on his point #4, but I'll take his point #2 on M&A activity pick-up over any other. The predators and vultures from Private Equity, who are now saddled with mountains of debt and while their portfolio company values sinking right under their feet, will be my canary in the mine.

Although, if a really long and deep depression hits, they (PE guys) might eventually be forced to sell their portfolio companies just to liquidate their funds, creating an uptick in that very M&A activity... But lets not think of that scenario...