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Short those names in the Holiday Season . Broad market is lower despite the gdp number. Well get the view. Bombshell ticktock in the New York Times. Futures off the lows after the release of the final preliminary hearing gdp report from before the president ial election. Data showing the economy grew 2 in the Third Quarter. Thats above expectations and up from 1. 3 we saw in q2. Numbers were boosted by Consumer Spending and defense and a big part of this, well see today whether were still in an environment where people question data clearly gdp is more hard to manipulate than the jobs number. I thought the same. As soon as numbers came out, i said the people who do not like obama will say this was padded by five more planes sold. This one was padded by an error that will be reversed or california counted twice. Were in a weird mode. Whatever it said, if its positive, its a lie. Im not buying that. These are good numbers. Reverse the market. Its for real. Good or just not bad . Not bad.

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