During the dot com, i wrote a piece in april of 19 99 called the internet contrarian. I was at bersterns thereand walking round saying to anyone who would listen to me, i will short my house if i can. But that was pretty easy to see from the lines of math. You don't use forty times leverage on ill liquid instruments an and it's like the market can remain inrationa longer than you can remain solvent. Are you really willing to bet on this, knowing that you could get punished down to zero for the market is wrong? And thus my search for a confirmation signal that has a high degree of reliability and some good base rights. Does