Bubble

”s Summer not Fall.

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Everyone is nervous about Europe.  Me too.  I have no way of knowing how much of this is already priced in the market.  You’d have to say a lot based on the violent reaction in the oil patch, some European markets but  I don’t see any positive outcome from this weekend vote in Greece.  If they vote to  keep the austerity demands in place, brief rally and the market will soon say the economy is just going to at best muddle along and at worse, be right back at the  bread line. On the other hand if they abandon austerity, … Read more

Bubble Meter: Zillow CEO on housing market

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Zillow CEO Spencer Rascoff on housing market.. Link here. Recap: Zillow’s data suggests that, while down 29% as a nation, home values haven’t bottomed out quite yet: Another 3-5% decrease in values can be expected based on foreclosure back logs, this decline will most likely be spread out over the course of 2012. While shadow inventory is dwindling due to the majority of 2005-2007 loans that ran the risk of default having done so, a slow and relatively jobless recovery will continue to put a damper on home demand further restrict appreciation. After a 3-5% reduction, home values are expected … Read more

The Noise About a Gold Bubble

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Red’s POV on all of this Noise about a Gold Bubble Gold may be a bit over extended in, but it is not a place to make a Bearish call IMO. The Gold Bears had a shot the Gold price last week, when Gold put in a temporary Top at 1911 oz and began it healthy correction. It tapped 1709 three days later. That 10.5% fall did not drive the Gold Bulls away, the Gold players saw the dip as technical mark to start buying again, and Gold’s has rallied 7.3% off that low. And during the rebound the CME … Read more

The “shorts” who popped a China bubble

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NEW YORK/SYDNEY (Reuters) -They are a rag-tag bunch, often working from home or tiny offices scattered round the world, from rural Texas to Beverly Hills and a suburb near Australia’s Bondi Beach. Some have never even been to China; most don’t speak or read Chinese. And yet in the past nine months, this small group of “short sellers” has published research exposing accounting fraud at a series of Chinese companies listed in the United States and Canada, and made as yet unproven allegations against a whole bunch more. As a result they have scuttled a once hot sub-sector of the … Read more

Are We In The Early Stages Of A Social Media Tech Bubble?

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Are We In The Early Stages Of A Social Media Tech Bubble? Posted In Blog If you’re new here, you may want to subscribe to our RSS feed or follow us on Twitter and Facebook. Either way, thanks for checking us out! What’s up with all these social media companies filling for IPO’s lately? I guess the spark was lit with LinkedIn which went public just 2 weeks ago now. Since 2 other major social media tech companies have filed the paperwork for additional IPO’s – both Groupon and now Zynga. Coming Social Media Bubble? I hate to say the … Read more

Is it an Internet bubble? If So Everyone Wants In

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I’m starting to get some of the mania.  You have to think of it in different ways.  For example, who would every pay monthly fees to Ancestry.com.  Evidently there are growing numbers of people who can’t complete their curiosity in an evening.  Zynga and online games I sort of understand.  I raised two kids addicted to them.   I can’t wait until they can start paying for them themselves. But then again, time away from Call of Duty is expensive to get. Linkedin, well I personally use that one a lot but I don’t think I’d spend any more money there … Read more

Weekend Read with an Eye to Profits

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One reason I’m a news addict is that I like to game the news. What I mean is can you make money off a headline, can you get insight into a macro trend? So here are my eye catching reads of the weekend and a way to profit from it. I’d love to hear your comments. Number of the Week: Class of 2011 most indebted ever. WSJ May 7th : The article states, “The Class of 2011 will graduate this spring from America’s colleges and universities with a dubious distinction: the most indebted ever.”.    The reason the class of 2011 … Read more