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In the Great Global Macro Experiment, the next bubble to burst is...

I was in the process of launching a hedge fund, and my lawyers were quite explicit in telling me that I am in no way to promote the fund through the blog. You see, I think I'm pretty good at this investment stuff, and I needed access to more capital to fully exploit the next step in my investment thesis. So, what better route than to open a fund up to investors who can appreciate my investment style, and take advantage of that 20:1 leverage offered so freely. Well, one of the reasons I have had such a strong investment record is that I am able to smell bubbles.
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