Comments on: Dollar Dominatrix Tells Us How She Really Feels

By: Cincinnatus C

Cincinnatus C — Wed, 24 Sep 2008 04:20:42 +0000

#45:
Malibu Stacy quotes: {tlm}
“I wish they taught shopping in school.”
“Let’s bake some cookies for the boys.”
“Don’t ask me – I’m just a girl (giggle).”
“Now let’s forget our troubles with a big bowl of
strawberry ice cream!”
“Thinking too much gives you wrinkles.”
“My name is Stacy, but you can call me (wolf whistle).”

By: guest

guest — Wed, 24 Sep 2008 03:28:10 +0000

I thought this was already common public knowledge but I’ll repeat to set the record straight.
Ms. Whitney, and her sweet wrinkled rasin mams, is a trafficer of information. A few PMs at financials only hedge funds (including one that has gone from $300M to almost $3B in less than two years) informed her of some major issues in the US mortgage market in late ’06, and told her she better do some looking. Did these guys happen to already be short nearly every bank she covers? You bet.
So Sweet Pea runs some scenarios, looks at capital levels and tells one of these PM’s that everything looks fine. When said gentlemen informed her that she needed to “Wipe that stupid grin off [her] face” and factor in declining home prices into her loss scenarios the proverbial “light” went on.
Why did they pick Whitney? It’s just like the detective from Usual Suspects who concludes at the end that they picked Verbal “because you’re stupid, because you are weaker” than the rest of the analyst community. It also helps that she’s a self professed media whore that will do anything to get a 30 second CNBC interview.
These guys were brilliant. Picked the perfect stooge to go out and market their short, and absolutely crush it on the downside. She gets a brighter star for it, so it’s a win-win and everyone leaves happy.

By: guest

guest — Wed, 24 Sep 2008 03:11:42 +0000

Meredith worked hard and nothing good comes easy. She also called it like she saw it and stuck to her guns (fleshy as they may be). No ifs, ands or (seymour) butts about it.

By: guest

guest — Tue, 23 Sep 2008 23:41:06 +0000

Math is hard. Let’s go shopping!
–Analyst Barbie

By: guest

guest — Tue, 23 Sep 2008 22:00:45 +0000

Whitney is a less educated Roubini with nicer gams.
-C

By: guest

guest — Tue, 23 Sep 2008 21:14:15 +0000

Is it now more cliche to use a cliche or say something is a cliche

By: guest

guest — Tue, 23 Sep 2008 21:05:23 +0000

Did you know that she started her career at Wachovia, because she did.

By: guest

guest — Tue, 23 Sep 2008 21:05:03 +0000

Ariba $100+ Buy as insiders exit
Ariba $75 Buy as insiders exit
Ariba $50 Buy as insiders exit
Ariba $25 Buy as insiders exit
Ariba $10 Buy as insiders exit
Ariba $4 Sell now that insiders have been taken care of I can reduce my rating.
-Mary Meeker
Bitch is going to burn in hell.

By: guest

guest — Tue, 23 Sep 2008 21:01:54 +0000

Jury is still out on Ms Whitney. Wanna see her call the bottom before i get down on my knees for a flogging and forced oral. Plus, as somebody mentioned, she didn’t have the I-banking overhang (ie, publish nice stuff OR ELSE).

By: a dead horse

a dead horse — Tue, 23 Sep 2008 20:58:17 +0000

Every single analyst has some spreadsheets that tells them what their rating should be. The fact that she uses math to do this is about as novel as a bird using a statue as a bathroom.
She made a prediction, it worked out. I’d be more impressed if she had said from the beginning that the banks have toxic mortgage-related assets which will need to be written down, not just “SHITTYBANK AND WACKYBANK ARE BAD!”

By: guest

guest — Tue, 23 Sep 2008 20:56:07 +0000

By: a dead horse

a dead horse — Tue, 23 Sep 2008 20:54:56 +0000

By: Anal_yst

Anal_yst — Tue, 23 Sep 2008 20:54:09 +0000

@ 32.34
Just because her peers happen to be even more clueless than she may/may not be does not (as cluzo pointed out) a star analyst make (her).
Hell, I’ve been saying (check 1-2knockout if you care) there is more pain ahead since I started there in March/April, yet I don’t see anyone lining up to give me a medal (nor do I expect one btw).
The fact is that unless she has information which would render the firms she covers in violation of reg FD, the probability that her “analysis” is any more accurate than anyone elses is slim to none, this is especially so in our current realm of complete regulatory uncertainty.
Any clown (this guy included) can speak in generalities, well-informed or otherwise. Hell, if you try hard enough, I’m sure both the Bible Code AND Nostradomus predicted the downfall of Lehman, etc.
Gimme a freakin break.

By: guest

guest — Tue, 23 Sep 2008 20:51:24 +0000

Little Man Pandit clearly has big problems with women (Zoe, Sally…). Has anyone checked to make sure HE’S not responsible for Meredith Whitney’s death threats?

By: guest

guest — Tue, 23 Sep 2008 20:47:18 +0000

@ anal_yst
Don’t you think she is due some respect as she is the only financial insitutions anaylst who called the market correctly.
How many said “buy the financials after the lows of July 15, 2008 – we have seen the bottom”. How many said no way LEH, AIG fail?
In the Fortune magazine article circa August 15, 2008 she aid that she does not see the light at the end of the tunnel rather she “see’s the tunnel collapsing”.
Her Q4 08 estimates, on average, are 90% lower than her peer group. I bet that when the actual numbers come in they will be closer to her estimates than her peer group.
Just my $.02.