Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: GROUND ZERO™ who wrote (89324)	8/4/2009 9:52:16 AM
From: Real Man	Read Replies (2) of 94695

They went too high. They might go higher, but it seems a good time to rotate anyhow. The philosophy for financials is the following - weak counterparties blew up and are now the government. So, the government is paying big (printed) bucks to strong, or more connected, counterparties. The contracts are all bilaterial. -g-

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