Jim Glazen

Lululemon Makes Other Hot Clothing IPOs Look Cheap

by comparison, I predict Crox will be bankrupt long before 2015. Plastic clog shoes are a fad that will obviously go bust.

Lululemon Makes Other Hot Clothing IPOs Look Cheap

Plug in 700 international stores by 2015 generating $2.5 billion in annual revenue and $400 million in profits. This will be THE woman's athletic apparel manufacturer and retailer.

Apply a 17 multiple on 2015 earnings and you get a market cap of $6.8 billion. That's a compounded rate of return on the current stock price of 18%.

Good luck getting in cheaper. I doubt you'll get the opportunity.

Why the Gold Sell-Off is Unlikely to Last

wasn't doug casey bullish on gold from the early 80's top of $850 all the way down to $250 twenty years later?

case closed.

Is This the Start of a Bear Market?

subprime mess is a symptom, not the disease. consumers went hog wild on a debt induced spending spree combined with massive speculation in all assets. now the party is ending. time to go to bed and deal with the hangover. history will show that lowering rates to 1% to trigger a 4+ year spending/speculation frenzy while at the same time gutting the productive capacity to generate income is one of the all-time biggest economic blunders.

equity valuation in the tens of trillions can evaporate quickly once risk aversion sets in, especially as revenues and earnings dry up due to the inability to carry on with the debt financed spending binge.

I hope the bulls buy every dip on the way down expecting a bounce that never comes.

enjoy!

Is the Dow's Two-Day Loss a Correction, or a Calamity?

it's much better to avoid creating an unsustainable artificial boom that inevitably turns to bust. it's now too late. the aftermath of the fraudulent borrow on your house and go on a spending spree economy is now over. time to pay the consequences. that means a nasty horrible recession that only got delayed in 2001/2002, not avoided. history will show that trying to artificially extend a boom with debt induced consumptive spending is about the dumbest thing a central bank can do.

we can all thank greenspin and helicopter ben for the aftermath. the bills are coming due and it's time to pay Piper.

enjoy!

Is This the Start of a Bear Market?

the 1929 crash was blamed on the short sellers as well. the cause of the bust is the unsustainable boom. borrowing on the house and going on spending sprees is not sustainable.

what is so incredible to me is that most people can't grasp that simple fact.

Is This the Start of a Bear Market?

right....just stay fully invested in stocks for the long term and go to bed. better yet, give your money to Ken Fisher so he can buy another place in the Hamptons.

who cares about the housing bubble imploding, the credit bubble imploding, the $900 billion annual trade deficit, the negative savings rate or record high debt levels.

just buy more stocks every day and never sell.

lmfao!!!

Why the Gold Sell-Off is Unlikely to Last

Isn't it a simple concept to understand that a seller of stock requires a buyer? No money leaves or enters a stock on a net basis. For every trade, there is a buyer and a seller. If the price of a stock declines, it merely means its value has been reduced. That value reduction went to money heaven. A stock is not money. It's only worth what someone else is willing to pay.

I find it incredible that people believe a credit contraction and a recession is bullish for gold. Gold's chart over the past 4 years looks almost identical to small cap stocks.

We shall see what happens next. I believe commodities get crushed in the coming recession.

Enjoy!

Why the Gold Sell-Off is Unlikely to Last

Money doesn't "come out of blue chip and tech stocks". For every buyer, there is a seller. Every dollar coming out of a stock is replaced by a dollar going into a stock.

Are you really so naive as to not understand a basic money flow?

Why the Gold Sell-Off is Unlikely to Last

How long can the faith last in the US dollar? Longer than you can stay liquid.

Gold went higher because of rapid credit expansion and risk seeking psychology. As the opposite conditions take hold, I expect gold and just about every other asset to take a severe beating.

Enjoy!

NutriSystem is Going to Bounce: Grab It!

hahahahahahahaha......... noone is going to bail you out of your money losing long position.

what you sow, so shall you reap.

Short-Bias Hedge Fund Managers: Masochists or Yeomen?

you're a moron.

Sinking Dollar Presents Great Currency ETF Opportunities

Congratulations. You likely just called the bottom in the dollar. By the time idiots like you embrace a long trend, it's due to reverse.

Enjoy!

GE Plans To Shop Its WMC Subprime Mortgage Unit

gee, selling the subprime unit as that market is melting down sounds like great timing. Shrewd move Immelt. Buy high, sell low. What a bunch of morons.

Whole Foods CEO Mackey's Unethical Judgment

Manhattan has more rats than people. I'm sure your local grocery store is loaded with them. Anyone who chooses to live in Manhattan has their head up their ass.