What about tha Occam's razor proof. It is a little different. Macrosanuff has a brother named Macrocosmonat. He was also without engagement.
Now getting on to other matters. Time for me to do some drastic repositioning. Out with most of my long positions and long derivitives. Up to today I was about 68% long overall. As I wind down long position I will be closer to 45% long and 55% short the market, or overweight short. I am dumping everything financial that is denominated in dollars. I am keeping internationally traded commodities such as oil, copper and resource related dollar denominated stocks that produce commodities that are sold around the world. I think the dollar is in for hard times relative to other international currencies.
I think the country is in for hard times. I am dumping financial assets denominated in dollars. I am heavy into natural gas, farm land and will keep some ADM, John Deere and Cat, but even those long term holdings are being trimmed back. I like the Swiss franc. I am investing heavily into anything that goes against the dollar. I am taking a run at shorting Bonds. That failed in the past and I lost money on that trade, but those positions have been gaining ground lately.
It may take a while, but in the long run we are headed towards being Argentina or perhaps Greece. I can wait on the short side of America! Everyone have a great day!
Actually, I don't know if I will make it to overweight short the market all that fast. In the short run I will be lucky to get to 50%/50% because I am heavy on illiquid assets. It may take some time to get out of them but I figure the market won't fall apart overnight!
I actually agree with some of what you say. Today's news on ARNA however, very well explains why EMA approval is so hard to obtain. How these class action lawyers vault through ISIS 10K, 10Q and other cautionary language to just sue for scheckles, makes me feel they are also on their last leg. We alllll go dowwwwwn together....