It calms me. #finance #markets

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  1. It's like a inevitable plane crash in slow motion.
    And we're at 30,000 feet altitude. Probably.
    I mean the altimeter doesn't work but we're probably fine.

  2. If you have a fund where you can afford to short something for a half a decade and maintain your current standard of living, good luck go for it. But retail? I don't know about that.

  3. It's always the timing. Every real estate broker and loan officer in Chicago Illinois in 2006 knew that it couldn't keep going.. they all understood that people were taking on loans they could not afford.. no documentation, 120 percent LTV.. there's no way that the people selling these instruments didn't know.. now making a financial instrument to short that isn't all that invented either. But if they would have been off 20 or 25 months, there would have been no big short. It would have just been another story around a different group of guys. Timing is everything

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