To: Logain Ablar who wrote (68697 ) 11/27/2010 7:47:06 AM From: TobagoJack Read Replies (1) | Respond to of 217742 just cleared from in-trayFrom: A Sent: Fri, November 26, 2010 5:48:14 PM Subject: RE: Observations - Week of November 22 Hedge fund CAI Global identifies opportunities in 2011 CAI Global Fund is up 45% year-to-date in 2010. CIO Eddie Tam offers his perspective on the markets. It has been another good year for Hong Kong-based hedge fund CAI Global, which is up 45% year-to-date. We met Eddie Tam, CIO and founder of the fund, to ask him on camera his opinion on QE2, investment opportunities in Asia , his macro outlook for 2011 and his thoughts on the gold price.asianinvestor.net @btinternet.comFrom: M Sent: 26 November 2010 02:08 Subject: Re: Observations - Week of November 22 Paul Tudor Jones:media.ft.com From: M Sent: Fri, November 26, 2010 5:05:39 PM Subject: Re: Observations - Week of November 22 I am stunned. I think that I actually agree with Krugman for once.....nytimes.com From: B Sent: Fri, November 26, 2010 1:44:37 PM Subject: Re: Observations - Week of November 22 Hungarian Government demands use of private pensions to support state: bloomberg.com On Thu, Nov 25, 2010 at 8:05 PM, J wrote: Now the ever reliable rats predictably turn on each other, and as they do, the political cockroaches shall feast as always, extreme politics, hit the immigrants, fundamental religions, bash the well-off, steal from the poor. Each time the cages of europe are opened, the same beasts jump out.From: M Date: Fri, 26 Nov 2010 11:06:19 +0800 Subject: Re: Observations - Week of November 22 First British paper to demand out of the EU..... The Expressexpress.co.uk SNIP: And despite not being part of the failing eurozone, British taxpayers have learned that under Brussels rules agreed to by Labour after it had lost the election they are liable to help bail out economies wrecked by the single currency. A payment of up to £10billion for Ireland is apparently just the start, with speculators now starting to target the embattled economy of Portugal.