Dan Gheorghiu's Weblog

The credit crunch is the start of the solution, not part of the
problem. The problem is too much household debt, and it took the credit
crunch to halt the hysterical borrowing / lending spiral. The crunch
will be over when people understand that they should be looking to
repay debt, not borrow.

short real estate:srs:xase
short oil: dug:xase

electric car:
Borgwarner (NYSE:BWA
Ener1 (AMEX:HEV).