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To: shakes who wrote (68834)2/15/2010 11:13:42 AM
From: shakes  Respond to of 78426
 
ref. Taleb link (from Slider):

2010.therussiaforum.com

his comments about 10 mins in

Shakes



To: shakes who wrote (68834)2/15/2010 11:28:12 AM
From: tyc:>  Read Replies (1) | Respond to of 78426
 
I thought he said short "US treasuries" as a gamble on rising interest rates. Moreover this "gamble" was a part of the portion of his portfolio on which he expected to lose, "but, boy, if I win I am going to win BIG"..... the risk portion.