GMO's quarterly letter

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Shania Twain's picture
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Joined: 2009-09-23

mlgone wrote:
 

 

funny

thats the cream of the crop.    dont they sell these women online?

Anonymous's picture
Anonymous

sure they do.  Go to any NY strip club and you can meet any of the above girls

Shania Twain's picture
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Joined: 2009-09-23

good news in last month

earnings rocking
spx $80ish plus
brown win SO big
obama humbled and moving to center
china data rockin

new highs soon.

CNBC: The Greece Crisis.

bawhhahahahahahahhahahahahahha

howboutshoeshine's picture
Joined: 2010-01-29

buy
buy
buy
buy
buy
buy
buy
Stocks go up over time!!!!!!!!!!!!!!!!!!!!!!!!!!
As long as you ignore Japan and the original DOW 30. 29 of them already went bye bye and GE is the last to stand, and if GE is identifying where the DOW is going, you are looking at DOW 4000.
buy
buy
buy
buy
buy
buy
BRIC suckas!
bwahahahahahahahahahahahahahah!

Anonymous's picture
Anonymous

howboutshoeshine wrote: buy
buy
buy
buy
buy
buy
buy
Stocks go up over time!!!!!!!!!!!!!!!!!!!!!!!!!!
As long as you ignore Japan and the original DOW 30. 29 of them already went bye bye and GE is the last to stand, and if GE is identifying where the DOW is going, you are looking at DOW 4000.
buy
buy
buy
buy
buy
buy
BRIC suckas!
bwahahahahahahahahahahahahahah!

one would think your so smart you must make more than 120k a year right?

Shania Twain's picture
Offline
Joined: 2009-09-23

howboutshoeshine wrote: buy
buy
buy
buy
buy
buy
buy
Stocks go up over time!!!!!!!!!!!!!!!!!!!!!!!!!!
As long as you ignore Japan and the original DOW 30. 29 of them already went bye bye and GE is the last to stand, and if GE is identifying where the DOW is going, you are looking at DOW 4000.
buy
buy
buy
buy
buy
buy
BRIC suckas!
bwahahahahahahahahahahahahahah!

check trim tabs

those stats are truly AMAZING since March lows

has NEVER happened before

small guy so MF bearish

The crowd
The peanut investor
The little guy
Is SO scared and bearish

AND YOU ARE ON HIS SIDE.   

THINK ABOUT THIS A SECOND, SHINE, NYC ETC.

YOUR WITH THIS GUY?
THE BIGGEST LOSER IN THE HISTORY OF THE PLANET

HE WONT GET CAUGHT THIS TIME.

HE IS OUT FOR THE NEXT BUBBLE
OR SO SCARED FROM 02 AND 08

SINCE THE TULIP MANIA, THIS MF HAS BEEN DEAD WRONG.

ALWAYS. LIKE THE SUN COMING UP
HE GETS CRUSHED

AND YOU'RE WITH HIM.

THIS GUY IS GONNA BE RIGHT?

NOPE

HE GONNA GET KILLED. LIKE HE ALWAYS DOES

YOUR ON THIS GUYS BANDWAGON?

THINK ABOUT YOUR STUPID CLIENTS.   THE GUYS ALWAYS WRONG
THE GUYS CALLING DAILY TO BAIL IN MARCH

WHAT ARE THEIR THOUGHTS?

SCARED AND BEARISH.........DUH

THIS GUY GONNA BE RIGHT?

NOT A MF CHANCE

DUH

STOCKS ARE SUPPLY AND DEMAND. NO MORE   NO LESS

The AAII Survey was mostly Bearish this week, with 51.88% of our members feeling negative. 26.75% were Bullish.

this GUY GONNA BE RIGHT?

SometimesNowhere's picture
Joined: 2008-12-22

Shania Twain wrote: mlgone wrote:
 

 

funny

thats the cream of the crop.    dont they sell these women online? Seriously, I love that Austrian girl.

NYCTrader's picture
Offline
Joined: 2009-11-20

Shania Twain wrote:good news in last month

earnings rocking
spx $80ish plus
brown win SO big
obama humbled and moving to center
china data rockin

Shania, I'd be careful putting your faith in the data released by a communist regime.You need to buy American.  Put your faith in the Greenback.  Go long USD...

Anonymous's picture
Anonymous

Hi shoe

Shania Twain's picture
Offline
Joined: 2009-09-23

My best argument.
 
You're on the same side trade
 
that the average
sheep,
lemming
small investor,
always wrong,
always get killed
is 
 
period.
 
If you're right
This guy is right.
 

NYCTrader's picture
Offline
Joined: 2009-11-20

Shania Twain wrote:My best argument.
 
You're on the same side trade
 
that the average
sheep,
lemming
small investor,
always wrong,
always get killed
is 
 
period.
 
If you're right
This guy is right.
 USD vs EUR is the hedge fund trade right now, it's not the dumb money trade.I will say the  latest II report moved in a major way towards the bears.  Not what I wanted to see.The best bullish argument I've heard is that the sovereign debt crisis and impending rate hikes are going to push money out of bonds.  Bonds are over-valued right now and while I think stocks are as well, bonds had an insane amount of money poured into them in 2009 (out of the $377.4 billion in net mutual fund inflows for '09, $356.6 billion of it went into bond funds).  If this money leaves bond funds where does it go?  Cash isn't yielding anything.There is an case to be made that this may go long utility names or other stable, large cap, dividend paying names.  Will this be enough to drive the markets higher in the face of all the bad macro data?  I don't know.    

Shania Twain's picture
Offline
Joined: 2009-09-23

If you're right.
 
So will Mr Small Guy......
 
Mr. Peanut hates stocks.........

Shania Twain's picture
Offline
Joined: 2009-09-23

Quote:
 
I will say the  latest II report moved in a major way towards the bears.  Not what I wanted to see.
 
I told you.  faux bulls, all with qualifiers.
 
people are MF scared to death
period
 
they will be wrong

Anonymous's picture
Anonymous

Get long.  Be strong

howboutshoeshine's picture
Joined: 2010-01-29

Shania Twain wrote:My best argument.
 
You're on the same side trade
 
that the average
sheep,
lemming
small investor,
always wrong,
always get killed
is 
 
period.
 
If you're right
This guy is right.
 
 
Funny thing Shania.....We agree in concept, we just disagree on the feeling out there. I don't see fear and sceptisism. I see greed. I got more calls about why in the hell I got short in January than I've gotten in my entire career. Our experiences are vastly different.

Anonymous's picture
Anonymous

howboutshoeshine wrote:Shania Twain wrote:My best argument.
 
You're on the same side trade
 
that the average
sheep,
lemming
small investor,
always wrong,
always get killed
is 
 
period.
 
If you're right
This guy is right.
 
 
Funny thing Shania.....We agree in concept, we just disagree on the feeling out there. I don't see fear and sceptisism. I see greed. I got more calls about why in the hell I got short in January than I've gotten in my entire career. Our experiences are vastly different.
 
Just wanted to make sure I quoted this down the road

Shania Twain's picture
Offline
Joined: 2009-09-23

[/IMG]

howboutshoeshine's picture
Joined: 2010-01-29

Quote me!!!!!!!!!!!!!!!! I've locked in a garaunteed gain. The s&p goes through 1103 on good volume I will close out the position at a 2% gain!!!!!!!!!!!!!!!!!

Sportsfreakbob's picture
Offline
Joined: 2008-08-24

Shania, you crack me up

NYCTrader's picture
Offline
Joined: 2009-11-20

NYCTrader wrote:Shania Twain wrote:western europe debt "issue" is the stupidest bunch of jedi crap ever.     funny

ummmm hello.    spain aint leh.     duh

dollar rally nicking John Kerry trade.   
look at names that got hit.
look at copper, gold etc
dollar bounce done
all good.
took a bunch of froth out
shake out some weak hands
its over
get long

Shania, you want to short the USD vs EUR, be my guest.  The more I research this, the more bullish on the USD I become.  In fact, I wouldn't be surprised if we see 1.20.  ECB is backed into a corner.  They have to do something about Greece.  But as soon as they do that, moral hazard kicks in and suddenly Spain, Portugal, Ireland and Iraly will have their hands out expecting the same (remind anyone of a certain bank/auto bailout in 08-09?)   Remember, the Euro is a relatively new currency and this is their first major test.  Not sure about you, but I'm betting most investors aren't going to want to hang around and see if the folks in the EU are going to be able to figure this out.  Greenback's going to be the safe haven of choice.  Get long USD.Shania Twain/Jennifer Nettles/Sara Evans,I'm calling you out here.Good call on the situation in Europe, buddy.  You were dead wrong.I called Euro 1.20 back on Feb 7th and here we are breaching 1.20.You still bullish?  

Jennifer Nettles's picture
Joined: 2010-03-01

yo yo yosup brother?   not hiding from yousummer is here and there is fighting in the streetsbeen riding my beast of a motorcycle and enjoying the sunshine!I pulled some chips off the table in april   (documented in my nom de plume.........ummm sara evans.......in the other neighborhood)we did some heavy buying friday and today  (1050-60ish)perfectlove the action.    nice, quick fear fulled smash.  perfect.we will hold some dry powder for  maybe a 15-20%  (dont see it though)dude.  we down 12 off high and you claiming victory?   PALEZZZZZZZZZZZZZZZ love the fearperfectthe faux 1000 point melt was PERFECTadd MORE fear   (i couldnt have scriped that any better)i want MORE books on why stocks suck and buy and hold is deadi want more infomercials on why fix annunities are the only answer the oil spill make me sad.  wrecking the earth.  killing thingssucksmarket is super low risk here.     its your chance to move from the dark sideget long.   nowbricks.peace brother i bet  he aint a negative whinny bear.wooden all in

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