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

To: 2MAR$ who wrote (75501)	6/22/2011 3:38:45 AM
From: TobagoJack	Respond to of 217617

btw, defcon 5 may be in order just in in tray from big moolah manager re other moolah manager From: P Sent: Wed, June 22, 2011 2:57:08 PM Subject: Is Och-Ziff Reviving the Dispersion Trade? \| Condor Options That's alot of stock options: almost $12 bill purchased. This guy sounds right -- may be a dispersion trade--or maybe just an outright arbitrage taking advantage of selling high vol SPY options and buying a managed portfolio of calls and puts on the individual constituent stocks. Big size condoroptions.com

To: 2MAR$ who wrote (75501)	6/22/2011 9:40:12 PM
From: TobagoJack	1 Recommendation Read Replies (2) \| Respond to of 217617

just in in-tray From: M Sent: Thu, June 23, 2011 9:08:57 AM Subject: Re: Comments - Week of June 20 Just got in touch with my second cousin. We were good friends when teenagers. She is a former journalist with a good eye for observing the scene and setting the stage. She recently moved to Dayton, Ohio. Below are her observations. M dunno, though, you might find it interesting from a business perspective....you'll have to forgive my simple impression, but here goes.... Dayton Ohio was always known for two things, an unusual pairing because these things aren't often found together....Unique innovators (singular mad scientist sorts) and hard workers (the worker bee, group mentality). Maybe it's not a stretch, given that the indians who lived here at the intersection of five rivers were industrious innovators, too. Initially it was an"inventor" mindset; The Wrights invented airplanes, the Pattersons did cash registers, the Ketterings invented ignitions and the list goes on and on....all are things that take people places (indicating in a larger sense that they yearned to get out of Dayton!!)....In it's heydey, more patents come out of Dayton, Ohio, than anywhere else -- Yet over the last 50 years (and maybe you or some other business/history whiz will know why) it's become more of a "factory worker"/"union" mindset .....and now that the big factories (automotive, electronic, NCR cash registers, etc.) have pulled out and gone to better cities, there are huge empty factories laying waste...it's a sort of industrial blight. (Think of the iconic wild west image of tumbleweeds blowing and saloon doors swinging ....but update it to show GM and NCR parking lots and label it the Great American MidWest....pan on the rusted chain link and barbed wire office complexes....the shattered windows in the CEOs now-vacant McMansions. Everything here is for sale, for rent or whatever they can get....it's definitely a buyer's market. And the people, who've long since stopped thinking up new ideas and have instead settled into their unions and become accustomed to "following directions" and then later "adhering to code" and only doing what was contracted for...now don't know quite what to do with themselves....they cannot think up what to do next...many of them have moved away to where there are jobs (resulting in political changes in that the reduced number of representatives are changing things.... Downtown Dayton, where ideas literally took flight, is now pretty much abandoned. Tragic, sad, and ultimately fascinating....I think that if Dayton and the rest of the MidWest can hold on (maybe this is really how all of America is?)...there will be some sort of crash and then if they survive it, it will be a goldmine for whomever wants to move in here....These people are simply dying to work....someone will come in here, take advantage of the great schools, the great hospitals, the nice incredibly inexpensive houses, etc.... This is by far the strangest place I have ever lived in my life!! The MidWestern ways are stranger to me than those of Massachusetts, Marseille or even than the Maasai!! But it's good....It might not be my favorite, but I'm always seeing and learning something new, I meet all sorts of people; and I never ever would have believed that a place could be so different just 400 miles up I-75!!!!