James Montier
James Montier
pattern plans venezuela
Venezuela has historically a pattern of stabilization plans that then fail,
battle cash companies corporate dividends governance next paying reality sitting start top
The reality is they're not paying out enough anyway. There are all these companies that are sitting on top of cash hoards. The next big battle for corporate governance is for companies to start paying dividends again.
corporate guys sector supposedly
The corporate sector -- the guys who are supposedly in the know -- they're all selling.