Comments on: Back in NYC

By: How the Common Man Sees It

How the Common Man Sees It — Tue, 27 Jan 2009 18:34:53 +0000

…Devols… ;)

By: Bob A

Bob A — Tue, 27 Jan 2009 16:00:40 +0000

or should they call that place Duhvos…

By: How the Common Man Sees It

How the Common Man Sees It — Tue, 27 Jan 2009 14:47:32 +0000

You’d think with all his street cred he’d be running Davos by now

By: ottovbvs

ottovbvs — Tue, 27 Jan 2009 14:29:53 +0000

BR: Didn’t make it to Davos? Or is that for next year.

By: Chief Tomahawk

Chief Tomahawk — Tue, 27 Jan 2009 14:12:44 +0000

BR, no first-hand observation(s) as to crowd size and/or lack thereof? Was the hotel full? The restaurants? The beaches? Were there lots of aquatic charters sitting dockside offering specials to lure biz? How was the pulse of the consumer?

By: leftback

leftback — Tue, 27 Jan 2009 13:42:47 +0000

@ Bogwad: Using words like bifurcation gets leftback a lot of chicks.

As further example of bifurcation, X just announced decent earnings. This is good news for leftback, as I own a lot of GMO, among other materials stocks.

I am short banks/tech today, waiting for another horrible Case-Shiller number at 9am to remind traders that housing prices are still tumbling and the common stock of banks is essentially worthless.

By: bogwad_seigneur (the smelly one)

bogwad_seigneur (the smelly one) — Tue, 27 Jan 2009 13:33:45 +0000

Barry, welcome back. Thanks to the miracle of the interwebthingy, we wouldn’t have noticed that you were gone unless you’d specifically said so. Posts were plentiful and lush….a but like the vegetation in the Caymans I guess. :D
Just wondering…did your iBook G4 battery last until the device kill advisory came on? (“Inquiring Minds” and so forth). I still get almost 5 hours out of my 3 year old iBook….anyway…
@leftback
“bifurcation” – what an absolutely lovely word.
Any time I hear or read it, I’m always reminded (for some utterly obscure and probably deeply Freudian reason) of a dog getting fixed at the vet.
Yes…quite. [cough] – So endeth today’s non-sequitur. I thank the assembled company for your collective indulgence. We now return to our regularly scheduled broadcast. Back to you in the studio Barry.

By: leftback

leftback — Tue, 27 Jan 2009 12:50:21 +0000

Welcome back. You earned that beach time by working 36 hour days in October.
It’s 3 degrees in Colorado, which is keeping a lot of the snow bunnies indoors.

Earnings reports are not too bad among the more traditional, less exciting parts of the economy. BMY, VZ were OK, although DD was dreadful and if you look carefully AXP was frightening.

This makes me wonder whether we will see a bifurcation in the economy later this year with industrials, energy and materials doing relatively well. Banks and purveyors of less essential services will obvously do less well.

By: Jojo99

Jojo99 — Tue, 27 Jan 2009 12:33:44 +0000

Ha! Should have been in Australia at the tennis open today., It was 142F+ on court :)

Here in Calif., it should get into the 60′sF Tuesday.