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It's lifted from a hedge fund newsletter (pp.9) that links to Piper Jaffray. I'm assuming it's a report that I don't have access to. We shouldn't see a similar boom and bust. You'll notice that the dividends are much higher comparatively during the dot-com boom/bust but that prices right now are directly related to easy money granted companies via QE and QE2.
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Skenderbeg is a weird organization. I have no idea what their "research" would cost; I know that they throw out these random context-free blivets of weirdness about once a month and that the minute Swiss banking secrecy laws took effect they ceased to be based in Geneva and moved to Vaduz, Liechtenstein.