This page has been archived and commenting is disabled.
Thank You (Anti) Whitney Tilson For The One Soaring Product Today
While pervasive asset liquidations are dragging everything lower, stocks and gold included, one thing is doing amazingly well and is up over 7% intraday and nearly 36% in the past 5 days. The "thing" is, naturally, the Anti-Tilson ETF: the pair trade of being long GMCR (Tilson's vocal short) and short NFLX (Tilson's legendary flip flop). Just like theStreet did an amazing job of being the contrarian indicator du jour, so Tilson continues to be the market's most valuable (counter) indicator.
Anti-Tilson Intraday:
And longer term:
- 7673 reads
- Printer-friendly version
- Send to friend
- advertisements -




Tilson is a genius, just have to know how to interpret his words of wisdom.
So was Wooky in Star Wars.... he actually said this was comming BUT NOBODY WANTED TO LISTEN!!!!
YEAHHH!! YODA WAS SUPPOSED TO BE THE SMART GUY! RIGHT!!!
Wookie is Michelle Obama's clothing collection.
"Wookie is what is in Michelle Obama's clothing collection" when she is wearing them.
It is blatantly unfair to compare Michelle's clothing collection with a Wookie. Everyone knows Blonds are crazy about Wookie.
http://www.youtube.com/watch?v=IH8K0bPc-BE
I've gotta wonder what Robo's current trade on NFLX is...
Double or nothing.
He's discussed his liking for the LVS's and MGM's of the gambling side of the universe prior.
I think he went to nothing quite a few times already...
KNOCK KNOCK!!!
Who's there?
THE IMPOUND GUY!!!!
His HS business class is running a fictional/for-fun trading portfolio. He is loaded up on NFLX and not doing well. He came home from school crying the other day, but I think that is more because the football team shoved him in a locker again.
chess team, not the football team.
If you don't roll with the rooks you ain't nothing but a pawn.
Chess club represent! Ya baby...I went there like an English Opening.
Peace out. BAM!!
<now picture that 90lbs, horn rims and a pill box hat>
He said nice things about you in song though.
Where's his dad in all of this? Well nevermind.. I suppose you guys never saw each other again after that drunken 1 night stand.. or was it the client you used to see during you "night job".. I don't remember.
Well the pit is cornering him. Poor guy. what a sad story.
Still waiting for the anti-Tilson ETF...
FAZ, TZA, BGZ...
Sold my 200 (big spender! :P) FAZ at around 2pm this afternoon at $50.21, as it always seems to close well down from mid day highs. Bought in at 41 ish, and out for now until it starts heading lower. Currency trade from USD back into CAD was nice too with the nasty decline in the latter over past week or so.
Tilson short GLD and GDX.
Super-committee has some "new idea" they are talking about.
He should have listened to Costanza
Is this product optionable?
Sure, most people should be sensible enough to not take the option.
Tilson is a fart catching hack. He needs a FED orchestration of QE to make a buck. The worst kind of trader. All take, no balance/timing and a big media mouth that runs like a 15 year old scorned.
He deserves catching a cock in the mouth.
Caffeine > hopium.
Wish I bought this with 40 to 1 leverage... :(
defense stocks look poised for pullback imo...if the "super committee" cannot reach a deal then mandatory defense cuts kick in...charts look promising too...(LMT, GD, etc.)
bonam fortunam
Well.. If war heats up with Iran.
yes there's always some risk...but take LMT for example:
3 straight days of increased selling culminating in a high volume day yesterday...then a gap down resulting in what is right now a rather ominous looking doji...there could be a snapback but i think the downside is more likely
the bigger risk i think is that the "super committee" actually accomplishes something
again, just my opinion
I wouldn't argue with you Caerus, I've learned that. However, if you're putting much emphasis on the lack of a plan by the stupor committee and counting on the triggered spending cuts, I would suggest that they can and probably will change the rules regarding the triggered cuts. Something to think about.
agreed dawg, i thought about that...but i always consider price action before macro background just because this works best for me...this may however be one of those occasions where the technicals agree with the broader environmental factors...
reuters just reported that the "super committee" failed to reach an agreement...what a surprise
edit: looks like mccain and others are already suggesting defense be exempted
The only difference between Tilson and every other compulsive gambler is that when he loses, he does it with Other People's Money.
OT/ the super-committee comments page on C-Span is getting very hilarious: we have Doug Kass accusing Sen Baucus of insider trading and Donald Trump griping about POTUS:
" realDonaldTrump When the Super Committee fails, @BarackObama will get exactly what he really wants--automatic cuts in defense spending. This is his plan."
Maybe ZH should divert the fight club to this comments page: http://www.c-span.org/deficit/
Trump and Obama oughta trade haircuts.
You people need to look up the definition of 'budget cut' and quit listening to Libs.
Not to mention, what budget? Been 2 years!
Some of my politically challenged buds out here in the Winter Home of the Great Satan who work for the state, county and local gubamints are swearing up and down that the cuts are killing them.
There ain't been any fucking cuts, yet.
They're bemoaning a lack of huge %age increases over last year.
And wondering why the public's mad that there are so many county workers on trial for fraud, theft etc., ripping the taxpayer off.
They're smaller scale Goldmanites.
Keep tellin' 'em just wait till your fucking pensions disappear.
Gold says goodbye to $1700, hello $16xx!!!
early xmas present. Started the year at $1400, even if it drops to $1600 still up 15% on the year. Whatever.
Wow, SUCKS to be you
sure, sucks in a 15% gain on the year kind of way.
Christmas present if you're looking to buy. My buy order at 1630 is still open. I sold IAU on that bump to 1750, which was based on some rumor-fueled euro exuberance. The dollar came back up, but gold prices just went sideways.
I originally bought at 1250. If I don't get back in, no biggie. I'm cashing out the rest of the 401k in Jan.
I wish I could say that I´m backing up the truck but who am I kidding? Regardless, BTFD!
"Black Friday" is going to be good this year.. i might get myself some more shiny yellow stuff on discount yet again. Thank you again JP Morgue and the CME and Shanghai Gold Exchange
Black Friday sales are being pushed up. Perhaps Gold and Silver are showing they way to Black Week where the entire week of Thanksgiving becomes Black Friday.
OT - I see Bank of America (BAC) hit $5.50 today. Congrats to those who shorted BAC.
BAC - what a piece of shit. I wish Buffett would lose his ass but he has special Obama Preferred BAC shares.
As long as Tilson is consistent, wrong or right, it matters not.
How do you know it is asset liquidations causing this particular move lower, and how do you know that is reason why gold is lower.
If I had a copy of the play book in advance i could do the same thing..................
Barton Biggs almost short - time for a bounce? What is return on his fund?
These articles and the Anti-Tilson idea has got to be chapping Tilson's ass (and his clients'); Good work Tyler!
On a long enough timeline, even Tilson will be right one day.
Wonder how many more times Whitney can use the excuse "But I had the trade, the timing was just a bit off" before his investors wake up.
NFLX $200 Million convertible bond offer stock tanking.
fuck. closed out puts today too.
I have to say This is one of my favorite topics on ZH. Imagine Tilson explaining to his shareholders his history on NFLX.
Went short on NFLX, published an article explaining his thesis and got his a** handed to him during the momo run up. Covered his shorts, wrote a love letter about NFLX, missed the whoosh down. Bought shares just in time for dilution and another leg down.
Hey Whitney I have some advice for you. STAY AWAY FROM NFLX!