11/15/2011: GARY ON NATIONALLY SYNDICATED INVESTORS EDGE RADIO BROADCAST
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https://archives.warpradio.com/btr/InvestorsEdge/111518.mp3
JUST LETTING YOU KNOW…
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“…EVERY ONE OF YOU SHOULD BE WRITING A LETTER, AND SENDING EMAILS AND CALLING INTO WASHINGTON FOR THEM TO BE ON THE SAME FREAK’IN PAGE AS US!…”
“…A few things are starting to stick out for me…”
“…Even though the Dow was up 17, the market was much better than that…”
“…The Russell 2000 was up the equivalent of about 140 Dow Points…”
“…The SEMIs and some growth names were strong…”
“…PLUS, we’re setting up a triangle…”
“…The volatility is heavy in the beginning.
“…We’re a day or two away…it’s going to move one way or another…”
“…On top of this — the seasonality of the market…”
“…IN THE LAST 10 YEARS FROM VETERANS DAY TO THE END OF THE YEAR, THE MARKET HAS BEEN UP…”
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Gary Kaltbaum owns Kaltbaum Capital Management, LLC (“KCM”), an investment adviser registered with the U.S. Securities and Exchange Commission. The opinions expressed herein are those of Mr. Kaltbaum and may not reflect those of KCM. The information offered in this publication is general information that does not take into account the individual circumstances, financial situation or individual needs of an investor. The information herein has been obtained from sources believed to be reliable, but we cannot assure its accuracy or completeness. Neither the information nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Any reference to past performance is not to be implied or construed as a guarantee of future results.
Active managers like yourself should be fine, but John Q Public who stays long equities will get burned again when the global game of musical chairs comes to an end. It’s a simple issue of collateral and leverage. Too little of one and too much of the other. Looking foward to the next March 09…got plenty of cash earning nothin. It’s gonna be spectacular. We’ll see how far ahead of the curve your commentary is as it all plays out. PS would you like to be an incumbent right now.