主题：我觉得很好的一篇分析 -- aokrayd

for last 3-4 years completely, actually.

He bottom fished at 2008 Oct, then were underwater completely for half of year. After broken even in 2009 rally, he went short too soon, and became underwater again till now..

he is definitely a genius, and I really believe he is one of the few who understand how serious the problem is. However, he under-estimated how powerful the uncle Sam can become right now.