Steve Einhorn’s Bear Market Checklist

Steve Einhorn is Vice Chairman at Omega Advisors, and Lee Cooperman’s right hand man. I like his checklist (via Disciplined Systematic Global Macro Views):

The Einhorn Bear market checklist:
1.  Problematic Inflation
2. Hostile Fed
3. Prospects of recession
4. Investor sentiment
5. Valuation

Good stuff!

Source: Disciplined Systematic Global Macro Views



See also:
MiB: Lee Cooperman of Omega Advisors

The World According to Boyar: Episode 3 with Steve Einhorn

Alphabet, CVS Are Lee Cooperman Favorites

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