Quick notes:
- Short investment banks – all investment banks go to “8” in a bear market
- Short Fannie Mae and Citibank
- Still likes Japanese Yen, Swiss Franc, Chinese Renminbi
- Recently bought airlines hand over foot (I find this very interesting) – says bankruptcies are a sign of a bottom rather than a top
- Still likes agriculture, but is cautious short term – believes gov’t is hell bent to sent down agriculture prices, and if they do, he will buy with both hands
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