Friday, July 29, 2011

Where's your Kapitall?

"1. The European government budget problems are much bigger than everyone thinks and is highly linked to banks and dangerous.
2. US Bank stocks are a buy and making enough money now to dig themselves out of the losses they had over the past three years
3. GOLD IS IN A BUBBLE! Bubbles always go on way longer than once you realize it’s a bubble. It’s not time to short but ok to sell.
4. Real Estate Investment Trusts are way overvalued. Check out the chart below of the Dow Jones REIT ETF
5. The U.S. stock market is fairly valued
6. The U.S. debt showdown is not as scary as the politicians are spinning it to be. Everyone will still go to work, the gas station will have gas, your kids will still love you etc.
7. European Banks are in trouble. It’s worth repeating."

David Neubert -

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