GK 8/27/14   Private Equity TRANSCRIPT:   GARY: You see, there is no bubble. That’s what they tell us. Just because Snapchat now has a

8/26/2014 TRANSCRIPT GARY: “I am bringing this up again for the umpteenth time…just in case some of you did not hear it before. THERE HAVE

GK 8/25/14 Valuation TRANSCRIPT: GARY: “Intermune was bought out today by Roche Holdings. Why do I bring this up? Because we are simply told not

MONTH END+BUYOUTS=2000 S&P Roche is paying $8.3 billion for a company that has $110 million in sales and loses a couple hundred million on those

GK 8-21-14 Gold vs. Financials TRANSCRIPT GARY: Gold and gold stocks are breaking down. Big financials are turning up, some of them coming out of

GK 8/20/14 The News TRANSCRIPT GARY: Its not the news, its how the markets reacts to the the news. Why am I saying this? Because

Today, Home Depot’s stock gapped up out of a long trading range. Volume was about 3x average volume. This is the type of reaction that

“Investors face IPO frustration, missed earnings fuel market skepticism.” Out of the USA Today front page. “Initial Public Offers are supposed to be a great

FRIDAY’S EVENT-DRIVEN WHIPSAW The market opened well. The market was doing well, led by the Nasdaq and the Nasdaq 100. Now as you know, I