Future Bubble Possibilities - Long Term

1.  Capitalisms War on the Middle Class
2.  Nepotism, Corruption, and the Old Boys Networks
3.  Inequality
4.  Climate Change Economics
5.  Me Centric Capitalism
6.  2008 Too Big To Fail Part 2
7.  Population Growth to 10 Billion in One Generation
8.  Water and Resource Wars
9.  Financial Engineering Succeeding Faster Than Regulators

Sold 100 ARII at 46.8

Barrons article was very compelling and the space has move quite a bit in the last months.     Could not afford to watch my profits just disappear.    

Sold 100 ADES; Bought 100 ADSK and 50 PM

The market is hitting new highs, but I would rather be selling, but I am still underinvested in the stock market.

I believe this Christmas Season should be no different than others therefore I want to get further invested.     The S and P is still is averaging under a PE of 15 so I think there is still room to grow.   Though I have to hold my nose when buying; sometimes the tops in markets are just stepping stones to other highs?    

Sold 100 Shares ADES, Bought 100 shares of BK, LEN, PHM

I will continue to trim my position in ADES as it heads towards 50.     There is good vibes with this stock and they continue to execute.    One fall and this would be over however.  

As interest rates rise bank stocks should be making more money therefore the reason to purchase BK.  

There is a housing shortage which should continue to create sales in the home building industry.   I do not see a reason these should stop growing currently even given the interest rates currently.  

Hope I am right here. 

Sold 50 shares of NUE

Though I do not know where else people are going to park money this market now seems a little on the high side.     NUE P/E ratio is also historically high.     Is there a wave of new business on the horizon to justify the high P/E ratio?    I am concerned growth may not be happening as fast as expected.

Bought 100 ADSK - Market is Going to Run Out of Bearish Ideas Soon!

I thought it was going to be important to get more invested in the market especially given there is very little opportunities on the downside.     We will see....Right?

Now What? The BOGO Wall Street Sale is over or?

October is supposed to be a historically bad month for stocks.    I wonder if this will still be the case.   Anyways it is hard to find anything wrong with the American Economy except for the American Political System.    With the debt debate essentially resolved for 3 months will stocks just glide up?

I bought some ADES today at 37.52.   I suspect focusing again on earnings will be good but perhaps even more unpredictable.   Let me know your thoughts?

Sounds Like Budget Limit Hits On October 16thish

So likely many opportunities to buy, but hope congress is just going to push this to the last minute.   

Buy BUY buy

Stocks are starting to be on sale again.    This week I have purchased EEM and CAT.     I expect the Washington DC Sale to last for a while, so I will pace my stock purchases.    

Bought 50 Shares of KO

This stock is safe and has been sideways for a long time.    Most other stocks are just looking expensive currently. 

Sold 50 shares of WLL and 203 shares of F today. How long can the good times continue in Fall?

Buying home builders.

Pulte and lennar are two recent purchases.   

Bought some autodesk

This stock should get further legs as manufacturing and construction start to take off.  

Conservative Stock Investors Continue to Enter Stock Markets

Who wants to stay in Bonds as interest rates rise?    Even conservative investors will understand that bonds are finished.      Look initially at conservative stocks where there is investment happening. 

Sell in June and buy back soon

Rhyming with June is pretty hard. Given that May was not a bust this year I suspect the summer seasonal downturn will be shorter than normal this year. Also given the housing turnaround I would estimate there will be more solid economic numbers this summer than the last summers. However, the sequestration govt slowdown will likely start to be more noticed in late summer so September and October may be lower than normal. Strangely there are very few geopolitical bear market catalysts effecting the market currently either.

Feels Like We Are Waiting for A Correction. Now all we need is a North Korea, Cyprus, Greece, or Iran to get us there.......

Interesting Discussion on Oligopolies on Mad Money Last Week.

Consolidation over the years has created limited competition among the below businesses:

Airlines - DAL, UAL, AAMRQ

Rental Car Businesses - HTZ, CAR, URI

Rails - CSX, BNFS, NSC, UNP

I was wondering why there was no mention of PEP or KO with is my favorite Oligopoly.    Well maybe I did not get to see all the "Mad Money" episodes perhaps.

Sold 50 Shares of UPS at 82ish

Sold 100 Shares of ADES at 27.47

sold 50 shares of UPS

APPL?

How long will the bears rule this stock?

Sold 400 Shares of ADES at 23.9

sold 100 KFN, 100 NUE, and 100 BP