» Paul Kedrosky: Game Theory and Corporate Fear
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“Stories are everywhere about people like Microsoft’s Steve Ballmer finally realizing that Congress wasn’t going to get the urgency of the current credit market problems without prodding from companies perceived to well away from the financial nexus.”
One thing I always marvelled at when I was doing my trading job was the ~24hour clairvoyance of really smart contrarian investors. If you go back and watch Paul K’s commentary over the last few weeks, reality has about a 24-48 hour lag ;-)
