“We are all agreed that your theory is crazy. The question which divides us is whether it is crazy enough to have a chance of being correct. My own feeling is that it is not crazy enough.”
― Niels Bohr
Click on any chart to engorge it
Click on any chart to engorge it
Emerging Markets Bearish Scenario
Financials are almost one quarter of the fund. Do you think Chinese banks will "decouple" from sovereign defaults in Europe?
