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  • On Normalized P/E Ratios, Interest Rates and Long-Term Returns [View article]
    Geoff I'm unable to see the graphs, is that on my side or the is the link not functiong properly.
    Thanks.
    Jun 13 13:05 pm |Rating: 0 0 |Link to Comment
  • China Automotive: Brilliance is an Understatement  [View article]
    What about the extreme run up in the general chinese markets? you have general valuations trading at 50x P/E. I would just be concerned about hopping on the band wagon so late in the cycle.
    May 22 10:11 am |Rating: 0 0 |Link to Comment
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