9/2/2014 TRANSCRIPT: GARY: Since we have recently discussed a few people saying the market was going to crash, we needed to also take issue with

Don’t need a long-winded note today. Markets are acting fine…but just needed to highlight the NASDAQ/NDX-types/glamour growth names. We are talking BIOTECH…we are talking SOCIAL

We will have a much bigger report over the holiday weekend but first a few notes! Shorter term, markets are stretched, extended and overbought from

SOURCE: https://www.youtube.com/watch?v=fxDAyUiXphg&feature=youtu.be

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