November 2, 2014

"...we are in the midst of a big bubble..."

"At this point not much matters apart from central banker comments, QE, and political promises... I wanna know about valuations, I worry about the consumer; this feels a lot like 1999 to me."

"We have to wonder, are the central banks working together; our QE ends one day; Japan QE ramps up the next - you gotta wonder?"

"Right now the world is a very vulnerable place... we are in the midst of a big bubble that will - down the line - be referred to as 'The QE Bubble'"

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