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Micheal Belkin–Bearish but I like his argument
By Investment Moats  •  October 12, 2012
Belkin’s model of earnings and revenue must follow stock prices is something very fundamental. It has helped him with past bear market turns and this time around he is predicting another one in 2013. Its good to listen to a view that isn’t technical based. And I am leaning towards this view. Earnings are not akin to a bull market. But there is every chance stagnation could happen. Here is his document Michael Belkin
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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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