Leverage, we still love you

Everyone is bunkered.  First man out of the foxhole AND survive takes the spoils.

It’s time to start doing more with less.

It’s time to push the envelope in terms of leverage.

20 months ago, greed and recklessness went unchallenged.

Today, caution and fear are roaming the streets freely.  That is exactly the time to start being recklessly greedy.

It’s insane, I know.  And yes, it might be too early.  Actually, it probably is.  The TIMING is up to you.

But I’m planning on getting leveraged and arrogant in 2009.

Just make sure you have the fortitude to handle quick and painful paper losses early, and the patience/means to hold through your target regardless of timeline.  This is about absolute returns, not annualized nonsense.

What’s your play?  Mine is a mix of public and startup….but I haven’t got it figured out just yet;….