Hmmm. Are equities the new bird flu? Is there a shot of bonds I can vaccinate my portfolio with? Should I keep my equities away from other assets so it doesn't spread. Oops to late. Take 2 TARP and call me in the morning.
As a long/short global macro PM who returned 19.8% on his carve out last year with a 1.0 sharpe, I hope it isn't catching. If you know of anyone looking for a PM, my offer still stands for the person who gets me a new role. CV on request.
