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Pastimes : The Philosophical Porch

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To: Real Man who wrote (5105)12/4/2009 8:53:05 AM
From: SouthFloridaGuy  Read Replies (1) of 26251
 
I saw you were banned too. Mish is a bonafide monkey. Kick ass jobs report.

To: mishedlo who wrote (104396) 11/17/2009 11:51:07 AM
From: LondonGuy 4 Recommendations Read Replies (2) of 105258

Fine. But more and more it seems like you have an agenda.

Why not report about Temp Jobs posting a positive month in the last payrolls report?

Or 10 year breakeven inflation yields over 2%?

Or the relative improvement in bank lending?

Or the fact that inventories are now absurdly lean despite improvement in end demand because managers are scared sh!tless about the dreaded "double-dip" bullsh!t.

There is a powder keg of FACTS out there which make the tail risk to the right, not the left.

How can none of these be positive?

You can't expect a man who has been shot 5 times to just get up and run a marathon. Same thing goes for the economy.

P.S. Mish, I allocate for a living. I have met all the top buy--side strategists and have heard every single view point. I am tring to help you. I can tell you that many corpses are out there and they've all made the same mistake you have so at least you're in good company.
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