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  • These Markets Are Making Everyone Look Brilliant... Except Value Investors  [View article]
    Usually, at this stage of the game, the public becomes aware of 'why' the stock market has been inexplicably levitating. That reason is usually related to a rapidly expanding economy accompanied by an explosion in household debt.

    The party ALWAYS ends just about the time things are looking rosy and this time will be no different.
    Apr 14, 2015. 12:50 AM | Likes Like |Link to Comment
  • U.S. Assets Of All Kinds Are Dangerously Overvalued  [View article]
    Mr Kapalan: So you like Brad Lamensdorf's smarts? Here is link that talks about his bearish view of the market.
    Note that it is dated January 21 of 2014, more than 13 months ago. The market has done quite well since then. At that time his bearish equity fund (HDGE) had already lost 45% in the prior two years. It has 'only' lost 15% in the past 12 months so the rate of losing is at least slowing. What a great use of capital.
    Feb 24, 2015. 03:22 PM | 1 Like Like |Link to Comment
  • Did I Really Say $1,450 Can Be A Target For Gold?  [View article]
    If GDL breaks down to the 142-144 area, can you promise that there won't be a new Fibonacci target zone further down that keeps the goldbugs hanging on for just one more drop?
    After a period of choppiness, I see gold rising well past your Fibonacci target zone of 158/159. In fact, I see 161/162 easily, or maybe 164/165 and if it goes through that how about 170/171? Let me know if you want me to provide more 'targets'.
    Apr 1, 2013. 08:33 AM | Likes Like |Link to Comment
  • Are There Ethical Implications To The Fed's Self-Proclaimed 3rd Mandate?  [View article]
    Joseph, it is almost a certainty that the market will correct by the end of February. I have lightened up my long positions in anticipation of such an event occurring. However, anyone who is short and thinks they are going to ride this market down to the 2009 lows, may be in for an unpleasant surprise when the rally resumes and moves to new highs. When that happens, then I will take you up on your invitation to get back to you.
    I believe the long side still holds better opportunities for profit than the short, at least for the next several months.
    Feb 6, 2013. 01:40 AM | 1 Like Like |Link to Comment
  • Are There Ethical Implications To The Fed's Self-Proclaimed 3rd Mandate?  [View article]
    I read all your past articles submitted to SA from September of 2012 and you are quite unrelenting with your bearish views. In fact you pretty much said it all with your opening statement of your Jan24th article: "As the biggest bear on the planet or so it seems at times......" How could it not be concluded that you are a 'perma bear'?
    I do not disagree with your insistent theme that ultimately, the markets are going to slide in a big way. That is not particularly enlightening. Markets go up, peak and then they fall. Like clock work. Predicting that markets are going to fall is a prophecy employed by all kinds of analysts who wish to be remembered as the one who "predicted" a crash. Such a prediction has a 100% guaranteed success rate, eventually. Unfortunately, being short for extended periods of time, anticipating a crash, is a money sucking venture that leaves many a bear broke before the prediction becomes reality.
    I have profited handsomely from the current bull market by ignoring the endless chatter of the bears but if you could provide us with the month and year when the market is going to peak, and get it even close, I would be very impressed. In the meantime, any advice you may offer on how to make money in the markets, within a reasonable time frame, would be welcomed. I would even go so far as to say that I could become one of your biggest fans.
    Feb 4, 2013. 11:11 PM | 1 Like Like |Link to Comment
  • Are There Ethical Implications To The Fed's Self-Proclaimed 3rd Mandate?  [View article]
    Mr Stuber: You write a good article so I decided to read all of your previous articles...and I am glad I did. Are you what some commentators refer to as a "Perma-Bear'?
    Feb 4, 2013. 02:37 PM | 3 Likes Like |Link to Comment
  • If the NAAIM Survey of Manager Sentiment was "off the charts" bullish in the high 80s, what is it now? The index rises to the unheard of level of 104.25, meaning the average respondent is now leveraged long. The most bearish manager is 60% net long - the most bullish position for the most bearish respondent ever.  [View news story]
    If Bernake ends the QE's, will that impact the economies of south east Asia? That is where my money is invested.
    Feb 3, 2013. 05:00 PM | Likes Like |Link to Comment
  • Developments In China Explain The End Of Gold's Rise  [View article]
    Cannon Fodder: You may not aware that SA censors don't like it when commentators use previous articles and quotes of an author to bring into perspective their credibility. I tried it and SA censored my entire comment, as they probably will this comment.
    Jan 30, 2013. 12:46 PM | 5 Likes Like |Link to Comment
  • Too Far, Too Fast  [View article]
    Cam: I am still digesting the article of Dec 31 titled :
    "Time To Avoid U.S. Equities". Everything I shorted is going up. What should I do?
    Jan 25, 2013. 05:31 AM | 1 Like Like |Link to Comment
  • Is India Sitting On A Razor's Edge?  [View article]
    India, with it's favorable demographics and a growing middle class, is exactly the kind of market that can provide outsized gains in the coming years in the same way that the North American markets took off in the nineties, thanks to the baby boomers.
    The author is failing to look at the big picture when recommending a short on India's market. It will be perfect place to be for the buy and hold investor. (PIN) or (INDY) are two funds that provide long exposure to large cap Indian stocks.
    Jan 19, 2013. 09:43 PM | 1 Like Like |Link to Comment