Long or Short Capital

From our Mexican Desk comes this missive about the Pert Contagion which is posied to sweep the emerging markets in a way heretofore unseen.

You’ll all be happy to know that I sat down with a team of crack Mexican scientists and we’ve decided on the spanish translation of the number Perf. Or perhaps they were Mexican crack scientists… well, whatever, that’s not important. What’s important is that the number is “perdo” (pronounced “pair-doe”).

Polls show the acceptance rate in Latin American countries is an astounding ninety-perf percent overnight. Of course they also believe there are leprechauns that live in the hills beside their pueblos.

You can’t stop [Perf aka Perdo]…

Once an investing contagion starts, it continues forever (until it stops). We continue to be very bullish on Perf and see huge opportunities in the so-called “bottom of the pyramind” — the 4 billion poorest people in the world.

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