12/1/2009 cnbc
people don't know whats happening in next 12 months
keeping flexible
liars or foolish
only game in town, buying gment bonds
euro face uphill task, flawed mechanism
spells trouble euro, german bonds
1974 110%, now 340%, will go lower over nex 20 years
believer in peak oil
exploitation very small now, 10 years shortfall
brown most bearish person on oil thats why bp
go for unleveraged parts of world, oil and agriculture
cantango, forward oil is $70, thats why tankers on oceans waituing for higher prices
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