A smart man named Benjamin Graham had a way of thinking about money and investing that was very careful. He thought it was important to be ready for bad things happening, like big accidents or wars. This idea is called "from the viewpoint of calamity". He learned this from another smart person who lived long ago. So when Benjamin Graham helped a famous man named Warren Buffett with money stuff, they both remembered to think about possible problems and be ready for them. Read from source...

1. The author starts by mentioning ACM Research and Coinbase as examples of stocks to invest in during a financial crisis, but does not provide any evidence or reasoning behind their selection. These are just random choices that may or may not perform well in the next downturn. A more objective approach would be to analyze their fundamentals, valuations, profitability, growth potential, and market position, as well as how they have performed during previous crises.
2. The author uses vague terms like "making hay while the sun shines" and "earnings trade" without explaining what they mean or how they are relevant to investing in a calamity scenario. These are catchy phrases that may appeal to emotions, but do not offer any concrete guidance or actionable advice for investors.
3. The author cites Warren Buffett's mentor Benjamin Graham as a source of wisdom, but does not follow his principles or methods. Graham was a value investor who focused on buying stocks at low prices and holding them for the long term, regardless of market fluctuations. He also emphasized the importance of margin of safety, diversification, and rationality in investing. The author does not mention any of these aspects or how they can help investors survive and thrive during a calamity.
4. The author borrows the phrase "from the viewpoint of calamity" from Spinoza, but does not explain its meaning or relevance to investing. According to Spinoza, this phrase refers to the idea that everything is determined by God's will and that human beings cannot change their fate. This implies a fatalistic and passive attitude toward life and investing, which contradicts the author's claim of offering practical tips for coping with calamity.
5. The author ends abruptly without concluding or summarizing his main points or giving any recommendations for readers who want to prepare for the next financial crisis. He leaves the reader hanging and unsatisfied, without providing any value or insight.

bearish
Explanation: The article discusses the potential for a financial crisis and its impact on living standards, which implies a pessimistic outlook on the future economy. It also uses phrases like "making hay while the sun shines" and "viewpoint of calamity", suggesting caution and preparedness for adverse events. Therefore, the sentiment is bearish.

Based on the article titled "From The Viewpoint Of Calamity--Investing With The Next Financial Crisis In Mind", I have identified two potential stocks that may offer good returns despite the looming threat of a financial crisis. These are ACM Research (NASDAQ:ACMR) and Coinbase Global (NASDAAQ:COIN).

ACM Research is a leading supplier of advanced materials and equipment for the semiconductor industry, which is expected to grow rapidly in the coming years due to increasing demand for chips from various sectors such as automotive, mobile devices, cloud computing, and AI. The company has a strong track record of innovation and profitability, and currently trades at a reasonable P/E ratio of 15.47x. ACM Research also pays a dividend yield of 0.68%, which adds to its attractiveness as a long-term investment. Some risks associated with this stock include the dependence on a few major customers, such as TSMC and Samsung, the potential impact of trade tensions between the US and China, and the volatility of the semiconductor market.

Coinbase Global is one of the largest and most popular cryptocurrency exchanges in the world, with over 56 million verified users and $210 billion in assets under custody as of Q1 2021. The company benefits from the growing adoption of digital currencies, especially Bitcoin, by both retail and institutional investors, as well as the increasing interest in decentralized finance (DeFi) applications. Coinbase Global also has a diversified revenue stream, deriving income from transaction fees, subscriptions, and custodial services. The company currently trades at a P/S ratio of 17.36x, which is slightly higher than the industry average, but justifiable given its leadership position and growth potential. Some risks associated with this stock include the regulatory uncertainty surrounding cryptocurrencies, the competition from other exchanges, and the volatility of the crypto market.