Where are all of the sellers of Google (GOOG) who are worried about advertising?

Where are all of the sellers of Google (GOOG) who are worried about advertising?

Where are the sellers of Disney (DIS) who know the quarter can't be strong?

Where are all the people who sneered at Caterpillar (CAT) when the company said the second half of 2009 would be better?

Where are the people who thought that General Electric (GE) was in trouble with its GE Finance like it said in The New York Times?

Where are the sellers of the New York Times (NYT)?

We are seeing the effects of lower gasoline everywhere today, including all of the retailers that everyone told us would have a horrible holiday season. Target (TGT), J.C. Penney (JCP) and the other trade ups from Wal-Mart (WMT) are just tearing. What happened to those sellers there? What happened to all of the people who were worried about bad debts and stretched consumers? Remarkable how little memory we have of a week ago. Did people get short these off of the unemployment number and then just not bother to cover?

We are seeing the effects of lower gasoline everywhere today, including all of the retailers that everyone told us would have a horrible holiday season. Target (TGT), J.C. Penney (JCP) and the other trade ups from Wal-Mart (WMT) are just tearing. What happened to those sellers there? What happened to all of the people who were worried about bad debts and stretched consumers? Remarkable how little memory we have of a week ago. Did people get short these off of the unemployment number and then just not bother to cover?