At some point in the near future, the next BIG trade will likely come from a leveraged short position of the precious metals sector. With proper execution, it could easily exceed the record Paulson short of 2008. Unlike the Paulson trade, where he actually had to create the trading vehicle to perform his thesis of thinking - there's a line around the block waiting for someone to take the other side of this market at a moments notice.
http://www.marketanthropology.com/2011/03/next-big-trade.html
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