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September was a very funny month. If you are true believer in speculative tech investing, then you made good money. If you are true believer in gold, then you made good money. If you are true believer in Japan, then you made good money. If you are true believer in bonds, you made money. In such an environment, the only losers would seem to be short sellers, but even here, oddly, there were things to do. It is taken awhile, but I think I am getting a handle on investing, and more importantly short selling, “politically”.
