3/25/09

Do some football running backs fake left and go rightto convince the defense to commit in the wrong direction?









Find the trend whose premise is false


and bet against it


 


George Soros


If Geithner’s Public-Private Investment Program (PPIP)


provides relatively transparent price discovery


through external private sector auctions


giving regulators a system to mark illiquid assets to market


 


could some distressed institutions be forced to raise capital


or acknowledge insolvency?


 


Could the PPIP be a Trojan Horse receivership vehicle


that deflates socialistic nationalization accusations?


In war


will is directed at an animate object that reacts


 


Karl von Clausewitz


Military Historian and Theorist



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