Mark,

Great to see you again.  Keep up your great posts.  You have a very good knowledge of the Macroeconomic environment that surrounds not only NOT, but the market as a whole.  It was your posts that helped me understand the sub-prime crisis in July-August and see the buying opportunities as hedge funds were forced to liquidate to cover margins.

Check out the July sideplay as I believe news will break in the coming weeks.

M1.