Hi Straw Dog … OK -I will see your ‘Kyle Bass’ and raise you a ‘Michael Burry’ ( both written up in Michael lewis’s book – the Big Short …
This link was the best 21 minutes I have ever spent on youtube… Damm he can put this thoughts together well ( like Kyle Bass )
http://www.youtube.com/watch?v=1CLhqjOzoyE
Lots of holes in this article ..need some patches
