Replies to post #1869 on Ander's Market Theories (AMKTH)

[AnderL]

thanks for the rail traffic charts! those are keepers for me now. i think that the overall contraction is one of zero growth. so it can get worse. but markets were pricing in infinite growth with no plan for a contraction. now that there is one peopel are rethinking paying a 15x PE multiple.

I'm keeping an eye on that other chart. Saw it on Calculated Risk.