Disney’s $4 Billion Steal
M.G. Siegler
3338

MAN IF I HEAR ONE MORE CLOWN TALK ABOUT SOME STOCK ON A HOLY TEAR THE LAST 7 YEARS I WILL GET REALLY CRANKY. THE FEDERAL RESERVE HAS UNLEASHED AN UNPRECEDENTED AND STAGGERING AMOUNT OF EASY MONEY ON THE CAPITAL MARKETS AND INVESTMENT ASSETS SINCE MARCH 2009. THE PERFORMANCE OF EVERY STOCK, ESPECIALLY A MOMENTUM DARLING LIKE DISNEY IS THEREFORE HIGHLY SUSPECT IN THE LONG-TERM THIRTY PLUS YEAR TIME HORIZON OF MUCH STATISTICAL ANALYSIS. DISNEY HAS BENEFITED GREATLY FROM THE GLORY YEARS OF ESPN. THIS IS COMING TO AN END, IF IT HAS NOT ALREADY PEAKED 6 MONTHS AGO. ALL GLORY IS FLEETING SAID GEORGE C SCOTT AS HE PORTRAYED GENERAL PATTON IN COPPOLA’S MASTERPIECE, PATTON. ALL GLORY IS FLEETING FOR DISNEY AS FOR THE IRON ORE MINERS OF AUSTRALIA AND THE FINANCIAL TITANS OF SINGAPORE AND THE HIGHLY LEVERED COMMODITY COUNTRY OF MALAYSIA. TIME TO PAY THE PIPER WITHOUT THE FEDERAL RESERVE GIVING EVERYONE AND HIS IDIOT BROTHER-IN-LAW FREE MONEY. GUESS WHAT , CAPITALISM IS ABOUT GAIN AND GROWTH AND RECESSION AND LOSS. MR IGER IS A CAPABLE CEO BUT HE IS NOT, AS WE USED TO SAY IN THE MARINE CORPS, HE IS NOT “LITTLE JESUS.” HE IS NOT FLAWLESS AND THE PERFECTION OF CAPITALISM INCARNATE IN THE STOCK OF DISNEY. PE RATIOS ARE COMING DOWN FOR THE NEXT 14 MONTHS AND THE MOMENTUM NAMES LIKE DISNEY AND AMAZON WILL FIND THAT NAKED REALITY WITHOUT FED LARGESSE IS A HARSH MISTRESS. GOOD LUCK WITH THE ENDLESS STOCK BUYBACKS NOW, WALL STREET MAVENS AND GENIUS CEO’S . TICK TOCK GOES THE CLOCK AND IT TOLLS FOR THEE AND THE WILD RIDE FOR YOU AND YOUR STOCKS FOR THE LAST 6 AND A HALF YEARS. THAT IS ALL.

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