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marketwatcher23

marketwatcher23
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  • Circuit breakers for Treasurys? [View news story]
    SPY or bust from here on out.
    Jun 3, 2015. 10:12 AM | 2 Likes Like |Link to Comment
  • Mid-America Apartment Communities: Is There Anything Safer Than Investing In Apartments Right Now? [View article]
    How much concern is out there with oversupply?
    Jun 3, 2015. 09:35 AM | Likes Like |Link to Comment
  • The Most Crowded Trade On Wall Street: Denial [View article]
    "I was recently told by a bull who was dead serious that, not only do none of these things matter, there is an invisible magical force more powerful than any of these them which ensures stocks will continue to march higher. I was dumbfounded."

    Please google "central banks".
    Jun 3, 2015. 08:35 AM | 5 Likes Like |Link to Comment
  • Weak Demand Weighs On Silver, But Still One Big Reason For Bulls To Be Bullish [View article]
    Yeah I hear you. I think the difference is the fed will not move on rates either at all, or until they know there won't be any variables in place when they do that can't screw things up. They pretty much own the long end of the curve by now via purchases. So they are just being overly cautious. This move up in yields and bunds right now is all because Draghi is punishing everyone who tried to front run his purchases. It's nothing fundamental.

    So to reiterate, my thoughts are the fed just wants to go up 25 bps so they can stick their "mission accomplished" sign in the ground and call it a day.
    Jun 3, 2015. 07:56 AM | 1 Like Like |Link to Comment
  • Mid-America Apartment Communities: Is There Anything Safer Than Investing In Apartments Right Now? [View article]
    Thank you for this article. Very interesting name and story.
    Jun 2, 2015. 09:41 PM | 1 Like Like |Link to Comment
  • Weak Demand Weighs On Silver, But Still One Big Reason For Bulls To Be Bullish [View article]
    "What do you think will happen when China starts backing their currency with gold? What will happen when the USD stops being accepted as the international currency to settle trades."

    You are taking assumptions and stating them as facts. What happens when none of what you predict happens and instead every country continues to scrap and fight for every last dollar they can find so they can stay tethered to the reserve currency and not suffer constant inflation?
    Jun 2, 2015. 09:03 PM | 1 Like Like |Link to Comment
  • One Last Pop Before We Drop? [View article]
    "There has to eventually be a reckoning of the debt problem"

    No, there does not. Not as long as everyone issuing and buying the debt has a mutual agreement not to call in the principal, and just be happy with the interest payments. Take a step back and really think about that, and it starts to come into focus.
    Jun 2, 2015. 08:58 PM | 1 Like Like |Link to Comment
  • Weak Demand Weighs On Silver, But Still One Big Reason For Bulls To Be Bullish [View article]
    I can buy 1/3 of what I was able to buy with my silver 3 years ago.
    Jun 2, 2015. 08:33 PM | Likes Like |Link to Comment
  • Weak Demand Weighs On Silver, But Still One Big Reason For Bulls To Be Bullish [View article]
    Hebba with the fed constantly yammering that they are going to raise rates, and the dollar firm here and no real catalyst to take it down, I just don't see where the upside in PM's lies. tough times in PM land.
    Jun 2, 2015. 05:48 PM | Likes Like |Link to Comment
  • One Last Pop Before We Drop? [View article]
    Ah I had a feeling this contrarian guy was one of the people calling for "the crash" since 2012. That makes more sense. But congrats to him for being ahead of Gartman, lol. That certainly is the gold standard.
    Jun 2, 2015. 05:08 PM | 1 Like Like |Link to Comment
  • One Last Pop Before We Drop? [View article]
    Contrarian, you are a funny dude. A real legend in your own mind eh?

    Tell you what champ. You predict the bust happens this year? I say it does not. I say no bust. I say we have a decade left of this multiple expansion. I look forward to your confusion and apology.

    I tried to be nice. But honestly you and your cycles are hysterical. Clearly you have no idea of what is behind the current central bank intervention and how it will impact rates, currencies, inflation and equities. None at all.

    Go pat yourself on the back and keep preaching about your 1970's nonsense. None of it is relevant.
    Jun 2, 2015. 05:06 PM | 2 Likes Like |Link to Comment
  • One Last Pop Before We Drop? [View article]
    It sounds like you guys in here have been talking to each other for quite a while. So it's tough to pick up on all of it. I did not see where you put a 2017 time stamp on your deflationary bust call.

    Whatever, I regret jumping in here. Everyone is wound up just a bit too tight. Later homey.
    Jun 2, 2015. 02:57 PM | 1 Like Like |Link to Comment
  • One Last Pop Before We Drop? [View article]
    Don't focus on the "dude" aspect. People talk how they talk. I'm laid back, this is not school, this is how I talk when school is out.

    "The next cycle will be defined by rising inflation and rising interest rates."

    All the best to you with that view. I'm not a bull or bear. I did not have to manage money in the 70's to understand that environment, or feel it's about to repeat. I'm not seeing multiple compression, just more and more multiple expansion. Anyway Good luck to you, I hope despite your views that you are still in stocks. If not you may be about to get a lesson on behavioral finance and central planning. See you at S&P 3,000.
    Jun 2, 2015. 02:26 PM | Likes Like |Link to Comment
  • One Last Pop Before We Drop? [View article]
    Dude... a short lived downturn that will be worse than 2008/2009? A historic, short lived, bear market...that will last for a decade or two?

    Can you elaborate on that, because that sounds contradictory, no offense.

    I guess I am the true contrarian on here, because I see at least another decade of this market continuing to grow around 10% a year. There is no need for a market crash or a historic bear market and a fed response. They did all they need to. It's all good from here. You are right about deflation. The fed has it covered.
    Jun 2, 2015. 09:09 AM | Likes Like |Link to Comment
  • One Last Pop Before We Drop? [View article]
    "the fed just give constant mixed messages"

    That means they gave the perfect message. "Yeaaahhh....so...growth is right around the corner ummkay? So we are going to go ahead and raise rates. But we are in a bit of a soft spot right now....so yeaaaah we are going to go ahead and not raise them. Thaaaanks"

    http://bit.ly/1I1ZDgC
    Jun 1, 2015. 01:05 PM | 1 Like Like |Link to Comment
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