Howard Lindzon - Latest Comments in Stop Being Bearish

Re: Stop Being Bearish

howardlindzon — Thu, 27 Nov 2008 00:03:16 -0000

asshole is a word that belongs to you

Re: Stop Being Bearish

j'adoube — Wed, 26 Nov 2008 23:40:21 -0000

Privilege is a word.

Priviledge is not a word. It's not Old English. It's not even Old Doofus.

Learn how to spell, Howard, and then you can maybe you can go on to higher learning, such as how to trade.

Re: Stop Being Bearish

Ryan — Sun, 02 Nov 2008 21:28:13 -0000

My first and last read. You sound like you could be on cnbc, so don't give up a steady cash flow when they make the call.

Jeez, even I have a few ideas - yes ideas, not stock picks or easy money scams -which is what you're all
about lazy man. I hope someone takes a plaster caste of your body for the Wall Street Dino museum.

P.S- You speculators might realize you can start your own business or create something. You come across as a bunch of pig headed slime.

Re: Stop Being Bearish

McLarty — Sat, 01 Nov 2008 20:12:35 -0000

This chart makes me want to get 300% long. sell 10% out of the money '09's and go drinking.

Glad I sent you that bad karma e-mail last night, might not have caught up on reading you...BTW, sorry 'bout that, I had shitty day...

Re: Stop Being Bearish

StockRake — Sat, 01 Nov 2008 06:33:36 -0000

Positive news is that 1938 was a 30-40 year. We are at the low end on that chart this year as was 1937.

Re: Stop Being Bearish

howardlindzon — Fri, 31 Oct 2008 15:51:30 -0000

Quite a possibility

Re: Stop Being Bearish

howardlindzon — Fri, 31 Oct 2008 15:51:22 -0000

They are from what I see

Re: Stop Being Bearish

Jim K — Fri, 31 Oct 2008 15:47:07 -0000

My only concern for the optionmonster people is that they are funding their business with as little borrowed money as possible. No room for leveraged cockiness anymore.

Re: Stop Being Bearish

Jim K — Fri, 31 Oct 2008 15:42:23 -0000

Well Howard, then it is off to Dow 5,000.

I agree with your sentiment about betting against the end of the world. After all, what good is making a killing if the financial landscape has been completely nuked?

Re: Stop Being Bearish

IBH — Fri, 31 Oct 2008 09:59:53 -0000

Who Sucks? Cramer, Cashen, CNBC! I will give anyone with 40-50 yrs. experience the benefit of the doubt.(Cashen). I do critique your bias toward most commentary that does not fit your model of web 2.0 or web 3.0 as inferior. While the social community is essential going forward, to discount experience like Jeremy Grantham or Marc Faber seems a bit narrow focused.

Who Sucks? Hedge fund managers who chase alpha,beta, delta or whatever and have took on large risk, enabled by their prime broker. These guys and gals are nothing more than half-assed traders whose pedigree (goldman and such) does not give them the right to be called market seers or who should be managing money. These are your younger guns who have little credibility who litter the landscape and ruin the world for self-fame and money ahead of more important global themes that would make the world a better place.

You, on the other hand, seem different and aware of such macro themes. I will continue to read and find interest in your thoughts ahead of most other industry pros.

Re: Stop Being Bearish

howardlindzon — Thu, 30 Oct 2008 18:10:23 -0000

Great calls thx.. I do think sometime in first quarter could get real messy
from commercial real estate

If Goldman is lyying about Blalnce sheets we go to dow 5000 tomorrow

Re: Stop Being Bearish

txchick57 — Thu, 30 Oct 2008 18:08:53 -0000

Sept and Dec of last year. I started shorting after the fed meeting in September and for a few weeks, I was wondering if the whole world had gone mad.

Re: Stop Being Bearish

txchick57 — Thu, 30 Oct 2008 18:07:51 -0000

On "our" blog, the Housing Bubble Blog, I suggested getting balls to the wall (such as it is for a chick ;))short both in September and December after the Fed meeting. We also talked in May of 2007 about buying long dated puts on Bear Stearns and Lehman because of the potential mark to market issue. Yes, we were just as whippy as John Paulson but we were just retail mullets and can't get anyone to write us custom derivatives. It's been a nobrainer to be short for a year now but we're out and waiting for early next year to get short again.

Re: Stop Being Bearish

howardlindzon — Thu, 30 Oct 2008 15:48:33 -0000

Relax...I like old people. Just not on cnbc

Re: Stop Being Bearish

FranklinBeenz — Thu, 30 Oct 2008 15:45:13 -0000

you're a mean mean youngish man .. you've been hanging round the fly too loong

if art was your grandpapa, you'd be singing a different tune

as Ali-G says - R-E-S-P-E-C-T !!!!!

Re: Stop Being Bearish

gebby — Thu, 30 Oct 2008 15:02:05 -0000

howard, i wish i could buy more and stay sane. gazprom was 12 it is now 20 ....where's it going? if i was a big manager i would buy alot more. of course i appreciate your caution.

Re: Stop Being Bearish

tweetip — Thu, 30 Oct 2008 13:04:36 -0000

my favorite too - you're finally 'calming' down.

Re: Stop Being Bearish

howardlindzon — Thu, 30 Oct 2008 13:02:27 -0000

Thx. I agree for the most part

Re: Stop Being Bearish

Vitamin Cow — Thu, 30 Oct 2008 12:57:51 -0000

As a portfolio manager recently said,"I am seeing more and more opportunities, but have less and less to work with."

Why not just follow a rules based approach? It keeps me out of my own way.

I like Mr. Faber's paper on SSRN, "Quantitative Approaches to Tactical Asset Allocation". I am up on the year following a variant of the model he proposes:

http://papers.ssrn.com/sol3...

That having been said the model is 100% in cash, and now looks like a great time to be jumping into stocks!

Re: Stop Being Bearish

howardlindzon — Thu, 30 Oct 2008 11:08:21 -0000

So disgusting. Agreed. Not worth betting farm though by any means

Re: Stop Being Bearish

gebby — Thu, 30 Oct 2008 11:06:14 -0000

how about analysts and there new found sell recommendations based 5x multiples , possible earnings potholes in 2009 despite continued 100% rev and earnings growth and lack of fund flows. the sell recommendations are a significant positive, also this talk of retesting the lows. so easy to see the lows.

Re: Stop Being Bearish

starving artist — Thu, 30 Oct 2008 10:54:02 -0000

great post.

Re: Stop Being Bearish

howardlindzon — Thu, 30 Oct 2008 10:34:24 -0000

he still thinks thats the price at mcdonalds where he buys them. cnbc
stopped paying him in 1960

Re: Stop Being Bearish

Spooky — Thu, 30 Oct 2008 10:28:56 -0000

Art might be senile, but he still has the best line I have ever heard on financial tv - "this markets tougher than a $2 steak".

Re: Stop Being Bearish

Stuart MacDonald — Thu, 30 Oct 2008 09:42:17 -0000

Great post Howard.