One of my favorite (not quite the right word) guys to listen to on this subject is Kyle Bass (on the greek euro financial crisis). Listened to it again -- near the end he talks about "guns & gold" wink great quotes:
"Buying gold is just buying a put against the idiocy of the political cycle"

Also, take the time to listen to AC2011 Session 1.2 Come Undone: Kyle Bass redux.

It's going to get worse before it gets better. The tapestry is torn.


Edited by Russ (12/02/11 10:27 PM)
Edit Reason: additional commentary
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Better is the Enemy of Good Enough.
Okay, what’s your point??