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Dave Rosenberg 11/30/2009 KEEP AN EYE ON THE CREDIT MARKETS AGAIN
Buying call options on volatility has rarely looked as attractive as is the case today if this Dubai situation turns into something even fractionally similar to what happened in places like Thailand, Russia or Argentina. Once the complacency is shaken out of the market, which in our view would be a good thing, it is going to give those who have been skeptical over this “liquidity-induced” rally a chance to take out our rulers and sharpen our pencils.
Submitted by
tschuma417
11/30/2009
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tschuma417
11/30/2009
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Long43.39%
Long2.45%
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