Saturday, January 24, 2015

You Say I'm Crazy

"For better or for worse
I can't believe you let me down
But the proof's in the way it hurts"

"For months on end I've had my doubts
Denying ever tear
I wish this would be over now"

"You say I'm crazy
'Cause you don't think I know what you've done"

It's all about the multiple expansion. (source: Yardeni Research)

What's better than simple multiple expansion?
Multiple expansion and falling earnings. Oh baby, don't tease me. (source: ZH, Soc Gen)

Translation: Danger, Cliff Ahead

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