I may post here relevant (in my opinion), and not necessarily recent, quotes. Rather than analyzing specific investments, I will attempt to focus on investors' sentiment regarding broader asset classes and/or specific securities. These will be my thoughts/reactions/questions, and they are not and should not be taken as investment advice.

About me

In particular, I am interested in investors' sentiment and valuation levels. Disclaimer: I work at an Investment Management firm. My comments on this site are not posted in that role, and no opinions of mine should be construed to be recommendations of or to reflect the views of my employer.

Friday, April 27, 2012

Apples and The Universal Law of Gravitation

"If I were one of the nutty hedge fund guys, I would go short Apple, long natural gas, and leverage it 100x"
                                                                                                                                         Jeffrey Gundlach

I agree. Ripe it is.