Reflections and observations from corporate presentations and investor conferences in Paris and Berlin.
What A RIOT!!!
2015-06-12, Mathew Hermary
What appears reasonable today because it is both commonly accepted and popular may turn out to be neither popular nor reasonable in the future.
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Standing Room Only
2015-03-20, Mathew Hermary
From a recent investor conference, it was clear that the business environment is the healthiest it’s been since the Financial Crisis.
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If Something Cannot Go On Forever, It Will Stop
2015-01-16, Mathew Hermary
Further appreciation in the S&P 500 during 2015 will not only mark a precedent in historical price movements but a move further away from fair value.