My main thoughts:
1. Boxing is as thin a market as I can ever remember. Collectors will pony up for a needed issue, but then ignore the dupe that may come along it seems.
2. Speculation is nearly non-existant. It's manifested in the fact that dealers have little confidence in being able to move a nice card, and therefore are ignoring them at historically low levels - 12-15 years.
Now, being an avowed member of the buy high, sell low club, I picked up the N150 and the Hemmets set. The N150 because its a beautiful N150 Sullivan and the Hemmets set for shits and giggles - plus the LOTG sale made it worth a flyer. Couldn't lose at $314, could I?
I'll stash the Sullivan and try to move the Clay.
My two cents.