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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (36398)	7/1/2008 8:02:41 AM
From: carranza2	Read Replies (4) \| Respond to of 217556

I am on record for months concerning LEH's ultimate BK, which I thought would prime BSC's. I am selling my tiny stake in TBT on the news. My only Lehman vehicle. What did you think of the long article I linked? I think Thiel, founder of PayPal and a few others, wrote one of the most insightful pieces I've read in a long time. I think 'good globalization' will ultimately prevail, if only because the alternative is so awful that no sane group of humans will allow it to happen, but not before many hair-rising twists and turns which will test us while enrichening those who are awake and think the future cannot possibly be seen clearly through the prism of a 10 second look/see out of the kitchen window. The man said this, and it was worth the 15 minutes worth of reading and contemplation: Because we find ourselves in a world of retail sanity and wholesale madness, the truly great opportunities exist in the wildly mispriced macro context — rather than in the ever-diminishing spreads on esoteric financial markets or products. Indeed. Music to a fundamental macro investor's ears.