James Montier
James Montier
commit feeling people raw state stocks sure
I can't see them dashing back into equities. People have to be feeling raw about the whole state of the economy. Are they really going to commit to stocks when they're not even sure about their jobs?
create general harder lead mickey mouse quality
Sarbanes-Oxley is going to lead in general to higher-quality earnings. It's going to be harder to create Mickey Mouse numbers.
create general harder lead mickey mouse quality
Sarbanes-Oxley is going to lead in general to higher-quality earnings, ... It's going to be harder to create Mickey Mouse numbers.
battle cash companies corporate dividends governance next paying reality sitting start top
The reality is they're not paying out enough anyway. There are all these companies that are sitting on top of cash hoards. The next big battle for corporate governance is for companies to start paying dividends again.
pattern plans venezuela
Venezuela has historically a pattern of stabilization plans that then fail,
alive cult missing terrified
They're terrified of missing out on the upside. The cult of equities is alive and well.
air change drops due element market price relating running
If the price of commodities drops due to a change in the fundamentals relating to China, then the speculative element of the market is running in the air without any support.
corporate guys sector supposedly
The corporate sector -- the guys who are supposedly in the know -- they're all selling.