Random Thoughts: Risk Rotation at a Critical Junction
Gangsta Gangsta! It’s not about a salary—it’s all about reality. Someone said on TV that the US Economy will be the first to recover.  I humbly disagree—I believe that much like the Internet prophecy came to fruition (albeit not without a tech crash first) globalization will play out much the same way (after the debt crash). That's what we've dubbed "the outside-in" recovery and yes it's years away. Minyanville was branded Cassandra in 2005 and 2006 and we'll likely be considered Pollyanna in 2011 or so when social mood is really punky. I unwound 67% of my USO calls into ...
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