FAST FIVE: Tapped Out

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Evidence to support my thesis, in the form of new macroeconomic data, continues to stack up.

Nobody is paying too much attention (yet) because delinquency rates haven't yet spiked-but in my opinion, it's not a matter of if something is eventually going to give out, it's a matter of when.

I may own or transact in any names mentioned in this piece at any time without warning.

This is not a recommendation to buy or sell any stocks or securities, just my opinions.

I may add any name mentioned in this article and sell any name mentioned in this piece at any time, without further warning.

Categories: ZH