Kevin C. Smith, CFA (@crescatkevin) 's Twitter Profile
Kevin C. Smith, CFA

@crescatkevin

Hedge fund manager: global macro, long/short equity, activist metals. Wage-price spirals are not transitory. crescat.net

ID: 586716332

linkhttps://www.crescat.net/disclosures calendar_today21-05-2012 17:28:56

9,9K Tweet

42,42K Takipçi

2,2K Takip Edilen

Kevin C. Smith, CFA (@crescatkevin) 's Twitter Profile Photo
Kevin C. Smith, CFA
@crescatkevin

6 years ago

True. P/Es are value traps at the peak of an economic cycle. But they aren't even cheap this time around. Earnings meltdown coming soon.

True. P/Es are value traps at the peak of an economic cycle. But they aren't even cheap this time around. Earnings meltdown coming soon.