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Web Extra: Are Goldman Analysts Missing Something?

He's looked over all the estimates, but Brian Kelly thinks there's something about Goldman earnings that analysts may be missing.

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Trader disclosure: On July 16, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Seymour owns (AAPL), (BAC), (GE), (MON), (POT), (VALE); Adami owns (AGU), (BTU), (NUE), (C), (GS), (INTC), (MSFT); Adami’s wife works at Merck; Finerman owns (AAPL); Finerman’s firm owns (BAC); Finerman owns (BAC) and (BAC) preferred; Finerman’s firm owns (BP) calls; Finerman’s firm owns (JPM); Finerman owns (JPM); Finerman’s firm owns (SPX) puts; Finerman’s firm is short (IJR); Finerman’s firm is short (MDY); Finerman’s firm is short (SPY); Finerman’s firm is short (IWM); Jon Najarian owns (GS) put spreads; Kelly owns (BP) puts; Kelly is short (GS)

For Patty Edwards
Edwards owns (AAPL) for clients
Edwards owns (BAC) for clients
Edwards owns (C) for clients
Edwards owns (GE) for clients
Edwards owns (GOOG) for clients
Edwards owns (HAL) for clients
Edwards owns (JPM) for clients
Edwards owns (MOS) for clients
Edwards owns (MS) for clients
Edwards owns (TXN) for clients
Edwards owns (RIG) for clients

For Whitney Tilson
Funds Managed By Whitney Tilson Own (BP)
Funds Managed By Whitney Tilson Own (GS)
Funds Managed By Whitney Tilson Own (C)
Funds Managed By Whitney Tilson Own (JPM)

For Brian Kelly
Accounts managed by Kanundrum Capital own (GLD)
Accounts managed by Kanundrum Capital own (TLT)
Accounts managed by Kanundrum Capital own (AUY)
Accounts managed by Kanundrum Capital own (GFI)
Accounts managed by Kanundrum Capital own (C)
Accounts managed by Kanundrum Capital own (GME)
Accounts managed by Kanundrum Capital own (BIG)
Accounts managed by Kanundrum Capital own (NWL)
Accounts managed by Kanundrum Capital own Japanese Yen
Accounts managed by Kanundrum Capital are short (USO
Accounts managed by Kanundrum Capital are short Aussie Dollar
Accounts managed by Kanundrum Capital are short (AMZN)
Accounts managed by Kanundrum Capital are short (KMX)
Accounts managed by Kanundrum Capital are short (FXI)
Accounts managed by Kanundrum Capital are short (EWO)
Accounts managed by Kanundrum Capital are short (EWI)
Accounts managed by Kanundrum Capital are short (JOE)
Accounts managed by Kanundrum Capital are short (RSX)
Accounts managed by Kanundrum Capital are short (SLX)
Accounts managed by Kanundrum Capital are short (CSX)
Accounts managed by Kanundrum Capital are short (FCX)


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