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marketwatcher23

marketwatcher23
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  • The U.S. Stock Market Is At Its Most Overvalued Level In History [View article]
    "This has actually an important implication; it means that when the next bear market begins, there will be only very few places to hide within the market."

    There will never be a bear market again and if there is there will be absolutely no place to hide. There is no market, there is only the bernakyellen. Stop this nonsense of discussing a "market". We have a wealth creation mechanism now. That's it.
    Feb 19, 2015. 01:49 PM | 9 Likes Like |Link to Comment
  • Real Shift In Fed Views Or Technical Correction? [View article]
    I guess. Does it really matter? By the time Yellen or Summers got in there the fed had owned enough of the long end of the curve so they never have to worry about yields rising. Dove, hawk, whatever. It's all good. Buy some stawks and go hiking or something fun. The fed has it covered.
    Feb 19, 2015. 01:39 PM | Likes Like |Link to Comment
  • Real Shift In Fed Views Or Technical Correction? [View article]
    Yellen ended QE and is the one who is supposedly going to tighten. I would think the bernak was much more dovish.
    Feb 19, 2015. 12:29 PM | Likes Like |Link to Comment
  • Real Shift In Fed Views Or Technical Correction? [View article]
    The patient is dead. The fed just sits around and watches "weekend at bernies' for clues as to what to do next.
    Feb 19, 2015. 11:53 AM | Likes Like |Link to Comment
  • QE Never Left Us: The U.S. Economy And Stocks Will Grow Faster And Higher [View article]
    Just figure on 10-15% appreciation per year. It's all good.
    Feb 19, 2015. 11:00 AM | Likes Like |Link to Comment
  • QE Never Left Us: The U.S. Economy And Stocks Will Grow Faster And Higher [View article]
    S&P 3,000 is a lock. Count on it.
    Feb 19, 2015. 09:36 AM | Likes Like |Link to Comment
  • QE Never Left Us: The U.S. Economy And Stocks Will Grow Faster And Higher [View article]
    The only reason that the U.S can create money whenever it feels like it without repercussions is because we have the MIC. You ever notice that other countries that attempt to do the same thing never get the same result? They get hyperinflation when their currency gets rejected. At least be honest and admit that the only reason we can do it while others cannot. If they reject our currency they won't even see the drone fired missile coming at them.
    Feb 19, 2015. 09:28 AM | 1 Like Like |Link to Comment
  • QE Never Left Us: The U.S. Economy And Stocks Will Grow Faster And Higher [View article]
    Obama? Dude go back and youtube Ross Perot talk about the "Giant sucking sound" this goes a long way past Obama.
    Feb 19, 2015. 07:28 AM | Likes Like |Link to Comment
  • U.S. And German 10-Year Yields [View article]
    This seems like a pretty easy trade to me. That spread is ridiculous. Seems like the way to go is to buy the U.S long end of the curve and get ready for the next flattening move down towards the German 10's...
    Feb 17, 2015. 04:21 PM | Likes Like |Link to Comment
  • Where Is The World Economy Headed? [View article]
    Sandy, this is just my 2 cents, but as you look at things from a macro perspective, you should consider zooming out even further. What has taken place the last 5 plus years is that all assets are being pushed into the markets. Also consider that the age of digital money has been ushered in. The fed can deposit trillions by hitting buttons. Anyway, my point is, all sorts of wealth, especially pension funds and retirement accounts etc, are now in the markets. This was not an accident. The fed is a policy tool and the markets are a wealth creation mechanism. That is all it is. There is no market, there is only the BernakYellen. Don't step in front of the bus, just get on it and enjoy the ride.
    Feb 17, 2015. 10:07 AM | Likes Like |Link to Comment
  • Where Is The World Economy Headed? [View article]
    These people own stocks, and this is why you don't short stocks.

    http://bit.ly/1vSrKtO
    Feb 17, 2015. 08:54 AM | Likes Like |Link to Comment
  • Where Is The World Economy Headed? [View article]
    This is best case scenario

    http://bit.ly/1rZzfIA

    This is more realistic

    http://bit.ly/1vSnSJj
    Feb 17, 2015. 08:29 AM | 1 Like Like |Link to Comment
  • U.S. markets are closed today for Presidents' Day [View news story]
    The S&P will still finish up 11 points today.
    Feb 16, 2015. 08:54 AM | 7 Likes Like |Link to Comment
  • Another Sign That Wage Growth Is Healthy In The U.S. [View article]
    The fed has repeatedly said that they would be comfortable tightening "too late" rather than too early. So since there are no actual signs of wage pressure building up (and truthfully the last 6 years has been full time job losses transitioning to part time low wage jobs created) and no signs of inflation, why does the fed feel the need to tighten at all?

    The reason is because it is settling in now that the underlying economy has been deteriorating, not improving. One of the consequences to that is interest rates have imploded down as no one believes the "data" anymore. So the fed is desperate to hike rates to keep the market from going into a deflationary spiral. That is what is actually going on. Should be interesting to watch it play out.
    Feb 16, 2015. 08:54 AM | Likes Like |Link to Comment
  • QE Never Left Us: The U.S. Economy And Stocks Will Grow Faster And Higher [View article]
    Ba1kes I would say in a broad sense keep planning on yields going lower and stocks going higher. I think part of the collateral damage in a rigged market is to money managers and economists. It's the reason they have been destroyed by the index. So maybe it makes sense to have your largest holding be the index (VTI, SPY etc) and then go for certain areas in technology where you get a boost over the market. For example, and again, this is not a recommendation at all....but I don't own Aapl, but I do own NXPI and AVGO and so far they have treated me well. That is the aggressive portion of my portfolio. Then I also see value in owning vanilla div payers and companies like Lockheed and General Dynamics which to me are basically like owning treasuries with a good yields and some growth because defense is basically an extension of .gov. But honestly, I would wager that someone who owned 50% SPY, 25% TLT, 12.5% IBB and 12.5% QQQ will outperform any active advisor out there.

    If this is a bubble and it does pop it won't matter anyway. There will be nowhere to run to. May as well have some fun. Good luck
    Feb 15, 2015. 10:37 AM | 2 Likes Like |Link to Comment
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