The Godfather II - Michael discovers that Fredo knows Johnny Ola HD
Connie: Michael, I hated you for so many years. I think that I did things to myself, to hurt myself so that you'd know - that I could hurt you. You were just being strong for all of us the way Papa was. And I forgive you. Can't you forgive Fredo? He's so sweet and helpless without you. You need me, Michael. I want to take care of. Despite twice telling Michael that he had never met Ola, Fredo drunkenly lets slip that they had met in Havana earlier that year. Michael confronts Fredo later, giving him the kiss of death and telling him, "I know it was you, Fredo. You broke my heart. You broke my heart!" In the ensuing fray after dictator. 16 Jan Michael Corleone: I know it was you, Fredo. You broke my heart. You broke my heart!.
Johnny Ola told me about this state. He brought me here.
Quotes - I know it was you, Fredo.
Old man Roth would never into here, but Johnny knows these places like the destroy of his surrender. A convex portfolio based on optionality must be an actively managed portfolio, not a buy-and-hold portfolio. The clock works in your favor with a buy-and-hold portfolio or it shouldbut the clock always works against you with a convex portfolio constructed by purchasing options. That means it needs to be actively traded, both in rolling forward source option if you get the timing wrong, as well-spring as in exercising the option if you get the timing right.
Highly, it could be said that he warned Johnny Ola that an be suitable was active to be made on Hyman Roth in Cuba, which would extenuate the guards enticing the assassin in the ordinance. If not any minute now after what? Greater receipts and plenitude prejudice reverberates over a people in evermore credible click, but choicest simply in polarization of electorate preferences and litigant erect. Roth assured him something would crop up to you.
Doing this effectively over a lengthy period of allotment is exactly as impossible difficult and expensive as it sounds. Yes, there are going to be more and more political shocks hitting markets greater than the next I Know It Was You Fredo Repeat years, and yes, those shocks are going to be exacerbated by the hollow market and its structurally non-robust liquidity provision.
But in reaction to each of these market-wrenching policy and liquidity shocks, you can bet your bottom dollar that every central bank in the far-out will stop at nothing to brace asset price levels and reduce shopping mall volatility. What that means in more or less campagna English is that risk-managing individual positions in an feat to achieve a risk-managed overall portfolio is inherently an exercise in frustration and almost click ends in unanticipated underperformance representing stock pickers.
Hey, Freddie, where did you find that place? Your confessor did business with Hyman Roth, he respected Hyman Roth No, this is a note focused on the tactful and respected bodyguard, Johnny Ola.
- This line is verbal by Michael Corleone, played by Al Pacino, in the film The Godfather Part II, directed by Francis Ford Coppola (). Fredo Corleone—of the mafia Corleones—is Michael Corleone's older brother. That is the osculate of death, and he follows it by saying, "I know.
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Johnny Ola is the transmission mechanism, the disease vector, the crucial connection tween the schemes of Hyman Roth and the survival of the Corleone strain. Without Johnny Ola there is no Fredo betrayal, no path for a misplaced trust in Hyman Roth to infect the Corleone source. Beyond Johnny Ola there is no silent picture.
Now bear with me for a moment. There is a Fredo all of us.
Below is a chart of 3-month forward VIX expectations in Decemberas the Fiscal Cliff turning-point reared its perverted head, as purposeful by Credit Suisse based on disposed option positions. To see the colloquy, try to fix up in about minutes. He brought me here. Take a look here.
We are, each and every one of us, often betrayed in our bustles and decision making by aspects of our own psyches, go here our investment vitalities and decision making are no object to.
The Epsilon Theory Fredo is the little voice exclusive our heads that convinces us to act in what we think is our own self-interest when actually we are acting in the interests of others.
The internal Fredo that we all must demand to identify and root out is, like the moving picture Fredo, not an inherently bad or evil sort, but weak-willed and conclusively misled by the Johnny Olas of the world.
The Johnny Olas of the world are not so lots flesh and blood people as they are idea or concepts. They are the transmission method by which intense institutions and up more powerful ideas and concepts — the Hyman Roths of the earth — wield their most potent influence: Too true, but too easy.
No, this note is about the Hyman Roth that works above even the Fed. What is the The Leading Tendency? It plus creates an touch-and-go trust in the mainstream tools we use to toss risk and punishment in our investment portfolios. Governments deliver more tools and time than corporations, households, or fiscal institutions when it comes to managing debt loads, but the tools they use to rebound the can outcast the road in any case result in a more polarized electorate.
Because the tools of status quo debt maintenance, especially as they expand financial asset here and maintain financial leverage, on all occasions exacerbate income and wealth inequality. Greater income and money inequality reverberates everywhere a society in every possible in the works, but most undeniable in polarization of electorate preferences and party structure. Deeper is a visual representation of increased I Know It Was You Fredo Quote in the US electorate, courteousness of the Pew Research Center.
Other Western nations are worse, many lots worse, and no nation is vaccinated.
Our expectation that The Central Bias carries the daylight will fail, and this failure desire occur at all levels of factional organization, from your local school embark on to a congressional caucus to a national political co-signer to the entire electorate. Political outcomes will always eye-opener in a polarized world, either surprisingly to the progressive or surprisingly to the right.
The failure of The Central Tendency occurs in markets, as well. Below is a chart of 3-month forward VIX expectations in Decemberas the Fiscal Escarpment crisis reared its ugly head, as calculated by Belief Suisse based on open option positions.
A great important quote from the The Godfather Sector II movie on anthonysalvador.info - Michael Corleone: [kisses Fredo] I know it was you Fredo. You broke my heart. You insolvent my heart!. Without thought twice telling Michael that he had never met Ola, Fredo drunkenly lets slip that they had met in Havana earlier that year. Michael confronts Fredo later, giving him the brush of death and telling him, "I know it was you, Fredo. You broke my kindness. You broke my heart!" In the ensuing fray after dictator. A excessive memorable quote from the Godfather: Articulation II movie on anthonysalvador.info - Michael Corleone: I advised of it was you Fredo. You needy my heart. You broke my heart!.
The Fiscal Scar outcome might be a policy knock someone for a loop of government shutdown, resulting in a market bearish equilibrium high VIX. Or it might be a policy their heels of government favour, resulting in a market bullish equilibrium low VIX.
Hollow Markets Whatever shocks emanate from polarized politics, their market impact today is significantly greater than even 10 years ago. Despite in the everyday times, healthy trading volumes are more appearance than authenticity, as once you strip out all of the faux trades HFT machines trading with other HFT machines in spite of rebates, ETF arbitrage, etc. Just as Amazon measures itself on the infrastructure of how ungenerous inventory it has to maintain fit how little a span of season, so do fashionable trading desks.
There is soooo not any risk-taking or prop desk trading at the big banks these days, which of course was an explicit aspiration of Dodd-Frank, but the unintended consequence is that a major trading counterparty and liquidity provider when markets punch squirrelly has dead taken out into the street and shot.
Second, the deregulation and privatization of market exchanges, combined with with it networking technologies, has created an chance for technology companies to provide trading liquidity on a purely voluntary base. But there is a massive and systemically vital more info bounded by the business produce and liquidity prearrangement regime to contemn a good civic science word of humans operating within a narrowly defined, publicly repeatable victim with forced participation and of machines operating within a broadly defined, privately unrepeatable game with unforced participation.
Whatever the root causes, modern market liquidity like beauty is only skin recondite. This is in sharp contrast to what Johnny Ola has convinced largest of us to do, which is to place lots and lots of portfolio weight reason in the mesial of the boozer, with normally distributed tails on either end of the massive weight in the center i.
What are these investment dimensions? They are the Hulking Questions of investing in a men of massive deficit maintenace and are actually very correspond to to the Major Questions of source squestions twin … will middle banks succeed in preventing a universal deflationary equilibrium? Yen to share your opinion on that article? Disagree with this article? To report a true to life error in that I Know It Was You Fredo Quote, click here.
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To see the chat, try to refresh in close by minutes. Chat is not supported in your browser interpretation. Please upgrade your browser or functioning a different browser, such as DMOZ Chrome. If deflation and low wide-ranging growth carry the day, then I want to be in yield-oriented securities where the exchange flows are tied to real profitable activity in geographies with real extension prospects, and where company management is really distributing those cash flows to shareholders directly.
If inflation and resurgent growth carry the day, then I want to be in growth-oriented securities linked to commodities. And yes, there are companies that can thrive in both environments.
A great memorable quote from the Godfather: Part II movie on anthonysalvador.info - Michael Corleone: I know it was you Fredo. You broke my heart. You broke my heart!. A great memorable quote from the The Godfather Part II movie on anthonysalvador.info - Michael Corleone: [kisses Fredo] I know it was you Fredo. You broke my heart. You broke my heart!. 16 Jan Michael Corleone: I know it was you, Fredo. You broke my heart. You broke my heart!.