Sunday, September 30, 2012

TIPy TIPy Toe

The TIPs are still negative with a lot less demand. Regulation is circling around automated trading. That is the beauty of a system built to correct itself. It is also the subtle but structural legal difference between Europe and the US. Europe requires a stated and intended outcome. The US relies on the fall off of unintended consequences to correct itself. This creates a stark contrast on the life of the individual on each system.

Meanwhile, a new recession has been declared for 2013. China's slowdown is starting to be felt on the market leaders like FedEx.

Chanos is embodying Carl Marx in his successful pessimism. One has to wonder how an analyst like Chanos grew up to be a short seller. It is not a profession you choose from a class curriculum.
How are your calls bounded by the downside?
Can a fund mission statement change the wiring in your brain?
Did Enron typecast his character?
Do the structural contradictions continue to lead him on the same trail with a killer instinct?
Has it become just too easy for him at this point?
I think his $40 million tower condo on the TIP of South Beach allows him to witness the Light bending phenomena caused by the Earth's mass. It also lets him count the number of cranes before they show up in the books.
Why find the trail when you can touch the Source?





*Aren't we allowed to talk about Higgs already?