Market ideas and general musing from "HedgeFundSpace." Sitting and investing in Asia, looking and commenting on markets and the world with some insight, some cynicism and, I hope, a bit of humour.
No live portfolio positions will be discussed. (Please see Disclaimer at end.)
Friday, July 25, 2008
"So whaddayathink - is THIS the start of the next downleg??!"
Asian sellside after lunch... no consensus to go against, this time:
If I was on the sellside, I think would tip the scales to the right-hand side.
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