Grantham Sees Stocks ‘Super Bubble,’ Says Selloff Has Begun
Bloomberg Businessweek
00:00
JPMorgan or Visa?
The debate right now is, are we can have a soft landing or a hard landing. J p morgan has grown their earnings per share at a 15 % rate. It trades at a p of 12 versus the market at 20. The big picture is easy. You have a growth entity here with a dividend trading at a massive discount to the market.
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