Selling Everything (How To Invest In A Recession)

"any time we've had an inflation reading of above five percent we have always followed that with the recession every single time in the last 70 years other than once and right now our inflation is closer to six and a half percent if not seven percent last year"

"16 of them had a positive stock market return from when they started to when they finished the positive stock market recessions lasted on average 16 months and they returned anywhere between 0.7 to as high as 38.1 percent that's the spectrum with an average return of 9.8"

"the correlation between the gdp and the stock market to be at negative 0.05 which is basically zero there's no correlation between gdp growth and the stock market"

"Of the 14 recessions that had a negative stock market return those lasted on average 18 months with an average return of negative 14.2 percent"

"they're gonna have trouble raising the interest rate in any meaningful way meaningful way meaning like a three percent five percent tight sure because if inflation is expected to be seven percent this month how is it possible that point two five percent or even a half a percent increase is gonna do anything to fight inflation"

"if you look at small caps and mid caps they're trading unsustainably low on on a forward p basis"

"smaller companies are grossly undervalued yes smaller companies and basically almost anything under 10 billion for the most part many of those companies are very undervalued right now"