John Rubino's Substack

John Rubino's Substack

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John Rubino's Substack
John Rubino's Substack
How Do We Play This Bear Market?

How Do We Play This Bear Market?

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John Rubino
Apr 04, 2025
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John Rubino's Substack
John Rubino's Substack
How Do We Play This Bear Market?
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Pretty much every “buy” recommendation in this newsletter has come with a version of this caveat:

We’re in the late stages of a long credit expansion, which means a potentially brutal recession and/or bear market is likely imminent. So approach these stocks with caution. Don’t jump in all at once. Instead, add to positions in high-quality names via lowb…

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