Here.
Give me a break! Put your money where your mouth is, bro!
Apple, Exxon Mobil, Walmart, Amazon and Google: This year's dinosaurs are next year's tank of gas. It's happened before, and it will happen again. Maybe not right away, but Steve Jobs will die. The Arabs will try another embargo over Israel. Companies depending on relatively cheap transportation and distribution will experience tighter margins. And we can't predict the future, but a world where energy costs more is a world where electricity usage puts free operations like Google between a rock and a hard place.
On the macro side James Altucher really shows his colors: securitization without mark-to-market. You can't have the one without the other. He must be reading too much Steve Forbes.
Have fun stormin' the castle!
