Kevin C. Smith, CFA (@crescatkevin) 's Twitter Profile
Kevin C. Smith, CFA

@crescatkevin

Hedge fund manager: global macro, long/short equity, activist metals. Wage-price spirals are not transitory. crescat.net

ID: 586716332

linkhttps://www.crescat.net/disclosures calendar_today21-05-2012 17:28:56

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Kevin C. Smith, CFA (@crescatkevin) 's Twitter Profile Photo
Kevin C. Smith, CFA
@crescatkevin

20 days ago

Commodity equity bull markets can sometimes begin simultaneously with large-cap growth and technology stock busts. This happened before in the Nifty Fifty bust in 1973-74 and in the early 2000s. The chart below from Bank of America shows how an equity bull market in energy,

Commodity equity bull markets can sometimes begin simultaneously with large-cap growth and technology stock busts. This happened before in the Nifty Fifty bust in 1973-74 and in the early 2000s. The chart below from Bank of America shows how an equity bull market in energy,