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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (11525)4/8/2004 2:27:58 PM
From: SOROS  Respond to of 110194
 
It must be some kind of drug that affects only "investors" and sheep. It keeps everyone from ever letting the PE of YHOO fall below 100. Do people actually think that spending is going to once again go through the roof for multiple years in order to justify this ridiculous PE on YHOO? They are paying out into the future longer than their life span! Amazing how the internet stocks once again have people believing the impossible. Truly a sector made up of ONLY greater fools.

I remain,

SOROS



To: russwinter who wrote (11525)4/8/2004 7:40:24 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 110194
 
new Hoisington--a must read from the intellectual vanguard of the deflation camp, hot off the press
hoisingtonmgt.com