Dot-Com 2.0 Visualized (Or Peak Greater Fool)

Dot-Com 2.0 Visualized (Or Peak Greater Fool)

kellycriterion's picture

Publicly traded corporations have one foot in making products/services and one foot in the OPM biz.

The IT sector is one of the dwindling activities that create new markets, compete for market share. It’s actually predictable there’s an excess of animal spirits.

The incentives for mature sectors favor exploiting and extracting the money pumping. Debt, buybacks, dividend hikes, buying market share or when appropriate spin offs and sell offs. And yes if you are corp mgt and the Fed is throwing money around, you’re supposed to grab it.

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