GMO's quarterly letter

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Feb 4, 2010 12:40 pm
Shania Twain:
NYCTrader:
Shania Twain:

  need to hold 1071.    

 



1071 looks precarious.

Tomorrow could be a bloodbath when the revised jobs numbers come out.

http://www.bloomberg.com/insight/birth-death-model.html

 
the birth/death model? 
 
yikes
 
you prector and dent been smoking too much meth
 
bad jobs number is good. 
 
keep Ben in his chopper.  no inflation.  so  why not?
 
my real fear is when GOOD jobs number comes
 

 
 



bad jobs number is good. 

That's the first time I've heard that bullish argument before.

High unemployment = reduced income for consumers = less consumer spending = less goods and services bought by consumers = lower sales and profit margins for corporations = lower share prices = bad news for bulls


Feb 4, 2010 12:58 pm
NYCTrader:


[bad jobs number is good. That's the first time I've heard that bullish argument before.High unemployment = reduced income for consumers = less consumer spending = less goods and services bought by consumers = lower sales and profit margins for corporations = lower share prices = bad news for bulls





get long



Feb 4, 2010 1:20 pm
iceco1d:

How did Ben get to ride in the Scottrade helicopter...?




Feb 4, 2010 1:25 pm
NYCTrader:
iceco1d:

How did Ben get to ride in the Scottrade helicopter...?







I have his account.   

We shorted leh,aig,fmn,fre,wb,mer and bsr in early 2008.

It was his idea.

He has a good feel for stocks.

its almost like he knows something.

Feb 4, 2010 1:27 pm
NYCTrader:
iceco1d:

How did Ben get to ride in the Scottrade helicopter...?







Ice.   you the voice of reason



SPX



buy sell or hold here   1070ish?

Feb 4, 2010 1:31 pm
Shania Twain:
NYCTrader:


[bad jobs number is good.  That's the first time I've heard that bullish argument before.High unemployment = reduced income for consumers = less consumer spending = less goods and services bought by consumers = lower sales and profit margins for corporations = lower share prices = bad news for bulls





get long






Shania, you'll be happy to know I just went long on a stock that reported today and got obliterated and finally hit my price target.  I'll let you figure out what that name is.

Feb 4, 2010 1:39 pm
NYCTrader:
Shania Twain:
NYCTrader:


[bad jobs number is good. That's the first time I've heard that bullish argument before.High unemployment = reduced income for consumers = less consumer spending = less goods and services bought by consumers = lower sales and profit margins for corporations = lower share prices = bad news for bulls





get long



Shania, you'll be happy to know I just went long on a stock that reported today and got obliterated and finally hit my price target. I'll let you figure out what that name is.





perfect



V a core position also.

money making machines

they like the mob. shd be illegal

im proud of u



you want to come from dark side.    i feel it







Republic of Lithuania



They had the results of th MF 10 year in



LIT O fukcing   wania



bahhahahaahahahhahhwhhahahahhwhahahhahwhhwhahahha



Feb 4, 2010 2:18 pm
Shania Twain:
NYCTrader:
Shania Twain:
NYCTrader:


[bad jobs number is good.  That's the first time I've heard that bullish argument before.High unemployment = reduced income for consumers = less consumer spending = less goods and services bought by consumers = lower sales and profit margins for corporations = lower share prices = bad news for bulls





get long



Shania, you'll be happy to know I just went long on a stock that reported today and got obliterated and finally hit my price target.  I'll let you figure out what that name is.





perfect



V a core position also.

money making machines

they like the mob. shd be illegal

im proud of u







Nope, not Visa.

Feb 4, 2010 2:31 pm

v sister ma?



i was checking most declines



steak and shake is 330 per share? WTF?



that food is so good



Feb 4, 2010 2:43 pm
Shania Twain:

v sister ma?



i was checking most declines



steak and shake is 330 per share? WTF?



that food is so good





That's what happens when you do a 1:20 reverse split. 

I've eaten Steak and Shake exactly once in Missouri and got food poisoning.

Did not go long Mastercard.  Come on, Shania, how hard is this.  It's a company that reported today and got destroyed and reached a new 52 week low.

Feb 4, 2010 2:45 pm

steak and shake = awesome

now i know why you are a bear.

Feb 4, 2010 2:58 pm

There's a place in NYC called Shake Shack that makes a damn good cheeseburger.

Also a fan of In & Out in LA. 

Moraen, I'm not always a bear.  Just a bear right now.  I'm actually bullish on a few individual names.

Feb 4, 2010 3:09 pm
NYCTrader:

There's a place in NYC called Shake Shack that makes a damn good cheeseburger.

Also a fan of In & Out in LA. 

Moraen, I'm not always a bear.  Just a bear right now.  I'm actually bullish on a few individual names.



I was just joking.  I hear you.  It's a good opportunity for buying, but I'm having to use cash sparingly at this point.

Hey shoe - What was that site where you got all of the historical data from.  I was trying to pull it up, but for some reason could not find it in my email.  I signed up.  I assume as soon as I can get to the website I'll be able to log in, but I can't seem to find it.

Feb 4, 2010 4:07 pm

you right on jobs number



obama nation has been tipping their hats on job number

gibbs made a comment on crap revisions



at least we closed strong.....

woooooo whooooooooo



these bears so funny. (btw Spains 10 yr is 4.65%)



the pigs   funny

Feb 4, 2010 11:44 pm
Moraen:
NYCTrader:

There's a place in NYC called Shake Shack that makes a damn good cheeseburger.

Also a fan of In & Out in LA. 

Moraen, I'm not always a bear.  Just a bear right now.  I'm actually bullish on a few individual names.



I was just joking.  I hear you.  It's a good opportunity for buying, but I'm having to use cash sparingly at this point.

Hey shoe - What was that site where you got all of the historical data from.  I was trying to pull it up, but for some reason could not find it in my email.  I signed up.  I assume as soon as I can get to the website I'll be able to log in, but I can't seem to find it.



Gotcha, Moraen.  Sometimes it's hard to tell when someone's joking or not on this forum. 




Feb 5, 2010 9:35 am
NYCTrader:

There's a place in NYC called Shake Shack that makes a damn good cheeseburger.

Also a fan of In & Out in LA. 

Moraen, I'm not always a bear.  Just a bear right now.  I'm actually bullish on a few individual names.

 
Mmmmmm, Shake Shack.  My sister lives right down the street.  That shat is good. 
Feb 5, 2010 9:44 am
NYCTrader:
Shania Twain:

  need to hold 1071.    

 



1071 looks precarious.

Tomorrow could be a bloodbath when the revised jobs numbers come out.

http://www.bloomberg.com/insight/birth-death-model.html



Unemployment rate was a lot lower than expected.

Feb 5, 2010 9:45 am

By the way Shania, the name I went long yesterday was WFR.

Feb 5, 2010 9:51 am
NYCTrader:

By the way Shania, the name I went long yesterday was WFR.







 
wfr
yikes. 
not my cup of tea
William o neill is my daddy
 
(i have my eye oin the ubekastan 10 yr today.  could be huge.  bwhahahahahahhahhaha)
 
Feb 5, 2010 10:09 am
Magician:
NYCTrader:
Shania Twain:

  need to hold 1071.    

 



1071 looks precarious.

Tomorrow could be a bloodbath when the revised jobs numbers come out.

http://www.bloomberg.com/insight/birth-death-model.html



Unemployment rate was a lot lower than expected.



Still lost 1.1 million jobs though since last year.  That's pretty bad.