Jul

8

When he was partners with the Palindrome at Quantum, Mr. Rodgers liked to speak of buying not just when it was cheap, not just when there was a Rothchildian blood on the streets moment but also when the flexionic types were closing the markets down.

With 70% of the free float either suspended or down the limit in China, I feel we are in a massive period of opportunity.

I do not wish to debate The Motorcycle Man's other interests and calls over the years, rather just mention the above.

Unleveraged purchases of Chinese stocks with a portion of the overplus from other speculative activities with a reasonable holding period begins to look favorable as the zero bound approaches.

A good day for reversing today in many markets, at last…


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