Opinions on the Market

I was on RT Boom/Bust yesterday with Erin Ade, and got to talk about:

• Apple
• The “Tech Bubble”
• The “Bond Bubble”
• Different sectors of the stock market, and their prospects.

This was the first half of the interview.  If they run the second half, I will post it.  Note my modest confusion on the tech bubble as I forget the second thing and try to recall it, while vamping for time.  I don’t often glitch under pressure, but this was a bad time to have a foggy memory (on something that I wrote myself).  Sigh.

Full disclosure: positions in sectors mentioned, but no positions in any specific securities mentioned

SOURCE: The Aleph Blog – Read entire story here.

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