"Our job is to identify the best performing assets of this “Great Liquidity Race.” At present, it appears those assets are gold, emerging market equities denominated in local currencies, and commodity related stocks."
So will a correction here pave the way for PTJ to load up in size to make a dollar out of 15 cents * 1 billion, aka make c.r.e.a.m?
Source: Seeing Next Boom, Tudor Goes For the Gold (NYT Dealbook)
