With the tide turning to QT everywhere, raising credit will become difficult. Stocks are already down, some very very down. My guess is a lot of companies with froth or rather those swimming naked (as Warren buffet refers to) will be exposed with this tide turns away. Is there an easy way to look for things like a company lawyering up through their filings? Could be they promised something to a customer and would fail to deliver, or a biotech stock going the Theranos way etc. Essentially preparing for some bad news.
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