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mr clark

mr clark
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  • The Housing Market: Myth Vs. Reality [View article]
    here in Bay area bubble is bigger than ever, in all cities, for the most part, homes are up 50-100% last 3-4 years...
    here in wine country the average price for a basic 3 bedroom is $450-500k, with average incomes in the mid $60k, crazy disparity!
    in SF you have homes that sold for $600k 4 years ago selling over $1million

    cant wait for the next crash, people are juggling like crazy to keep up with payments and any misstep in economy will end it all
    Apr 12, 2015. 11:12 PM | 3 Likes Like |Link to Comment
  • The 'End Game' - My Take On Indicators Leading To The End Of The U.S. Bull Market [View article]
    The IBB is a great indicator of $$ printing and where it has actually gone. Why should pharmaceutical and health care costs spike even higher after national health care has been enacted? Its because Congress and Obama are giving these companies a blank check. Its like allowing the welfare or food stamp recipients to submit their own bill for reimbursement rather than being paid out a negotiated fixed cost.

    No wonder US spends 2-3X what the rest of the developed world does on "sick"care!
    Mar 30, 2015. 11:39 AM | 1 Like Like |Link to Comment
  • Bear Market Risk - A Realistic Assessment [View article]
    market is basically topped here... sure we can see another few percentage points to the upside... 5% would shock me judging by the churn at this level.. this year looks more like a buy the dips year in select names oil plays etc
    Mar 23, 2015. 11:59 PM | Likes Like |Link to Comment
  • Pushing On A String: The Fed's Spectacular Failure To Stimulate Housing [View article]
    housing is just too expensive in much of the country, need a 30-50% drop the be affordable...
    Mar 18, 2015. 11:30 PM | 1 Like Like |Link to Comment
  • Duck This Dip- There's More Crazy Stuff Coming [View article]
    the trick is, as David must know, these untold TRILLIONs will seek a home, no matter what! until the music stops, thats always how it is... look at all the $$ just flooding into real estate, the hard asset trade people can wrap their head around... gold, seems infinite now that its electronic.

    and with the dollar rising, like crazy, it just feeds this mentality that, we can do no wrong... i mean print 60 trillion dollars or so (counting equity gains) and the damn thing goes up, whos to worry in that case?

    BTFD which may last till November once this thing tops (April-May) and ride out the p/e expansion wave.. remember, Europe is just starting to print bigtime, let that play out, another QE4, 5 us debt $20 trillion, then we can talk about getting scared out here!
    Mar 18, 2015. 12:14 AM | 2 Likes Like |Link to Comment
  • The Unemployment Rate Is Not Signaling A Recession [View article]
    I think the #'s out of the workforce, on disability, food stamps or other entitlements paint the more accurate picture... add to that the percent working that arent making a living wage and must live with family, cramped housing or other less than ideal situations and you can see this is a depression for a good portion of the country...
    Mar 8, 2015. 01:23 PM | Likes Like |Link to Comment
  • Falling Rig Count Is A Harbinger Of Normalization In Crude Oil Supply And Demand [View article]
    we also should consider oil price vs the diluted currencies its priced in (namely, dollar)... given this massive increase, oil may be as cheap as it ever was now... once the dollar starts down, it will rise accordingly
    Mar 2, 2015. 10:07 PM | 1 Like Like |Link to Comment
  • Wall Street's Calling The Sheep: Buy The Dip Now, Join The Slaughter Later [View article]
    Only when the printing is no longer possible will it be time to sell, or when it actually causes a substantial devaluation in currencies
    Feb 17, 2015. 11:59 PM | 1 Like Like |Link to Comment
  • Stocks At The Crossroads: Breakout Or Breakdown? [View article]
    pretty much, sell in May will be sell in April, buy the solstice is my plan around 6/21
    Feb 16, 2015. 09:47 PM | Likes Like |Link to Comment
  • Stocks At The Crossroads: Breakout Or Breakdown? [View article]
    The only reason to sell is if the printing machines are forced to shut down, but the opposite is happening, EU is about to print another trillion, and probably much more than that soon enough, China, Japan, US etc have printed 10's of trillions just these past 5 years, that $$ will look for a home until it sees danger or disappears...

    buy the dips, buy attractive laggards, have no fear as central banks got your back for sure
    after the end of the 1st quarter, I would bet on a decent pullback before reloading for more upside
    Feb 15, 2015. 08:22 PM | 2 Likes Like |Link to Comment
  • Australia Joins The Currency Wars, As U.S. Equity Bulls Intercept Bears On The One-Yard Line [View article]
    The markets may be toppy but the printing continues... with negative rates becoming reality, this wave of $$ will continue to wash into any equity with a growth potential or even decent dividend. Agree F, GM will rise, even BAC has yet to have its day... some others like X will join in... with Europe set to print other commodity names will recover, look at AA this past year...
    Feb 5, 2015. 10:14 PM | Likes Like |Link to Comment
  • The Myth Of Central Bank Stimulus And Economic Recovery [View article]
    Weak argument, as we neglect the $10 trillion via added US debt that was essentially "printed" into existence - going to cover bad bets on wall st and to pad the pockets of govt and wall st insiders in "health"/pharma/med cartels, military/industrial, technology, and all others riding this govt funded bubble... though we hear most about the food stamp/welfare recipients making out on small subsidies the big guys make the millions

    In addition the $40 trillion in stock market value added by this monetary largesse benefits a larger, but still small segment of the population... and this has created huge inflation in real estate, look at the prices of homes in most desirable areas nation and world wide fed by this printing.

    the big losers are those without access to this monetary machine
    The wise are keeping up with the Blankfeins through participation in this stock market and real estate bubble, join in or get rolled over!!!
    Feb 5, 2015. 10:09 PM | Likes Like |Link to Comment
  • Wow, They Really Are Tapering [View article]
    Seems tons of printed dollars are now out there... why are luxury auto sales at record highs? why are one bedroom condos $1million + in NYC, or real estate in general in major population areas 2-300% higher over the past decade or so? that says nothing about the trillions printed in China, Japan, and soon in Europe

    The near $60 trillion added to US and Fed debt, and stock market valuation since 2009 lows is definitely out there, just in the hands of a select few
    Jan 12, 2015. 06:31 PM | Likes Like |Link to Comment
  • Oil Deflation Destabilizing The U.S. Economy [View article]
    know whats not dropping? US govt debt levels... 92 million out of the labor force will keep that $18 trillion ## flying high
    Jan 9, 2015. 11:45 AM | 4 Likes Like |Link to Comment
  • Dip Buyers Have Another Chance To Be Reckless And The Fed Gives A Not-So-Subtle Warning To Europe [View article]
    2017 sounds about right, no fear no worries just position yourself in the next bubble stocks or sectors its free printed $$ only when fear that its value may be worthless will this stop .. hell Japan has printed to 250% of GDP we got a long ways to go!
    Jan 8, 2015. 11:42 AM | 1 Like Like |Link to Comment