DSK 2.11% 69.5¢ dusk group limited

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  1. 1,070 Posts.
    lightbulb Created with Sketch. 139

    Good position in general no doubt.

    I guess my question is, will DSK be 20 or 30c in 1 or 2 years, when/if the macro situation really is terrible, and DSk as a result has just posted some terrible fins..

    At that point, we can wheel out the Buffet quotes, and back up the truck...

    Assuming the damage isn't terminal of course..

    I'm just not sure we are there yet.

    Then again, maybe we are! Maybe a month or 2 ago was peak pessimism. Maybe rates will come down next year. Maybe we have figured out how to tame the business cycle completely, and recessions can be consigned to the rubbish bin of history..



 
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