http://money.cnn.com/2008/05/23/magazines/fortune/birger_americas_hottest_investor.fortune/index.htm
a story about CGM, who has won big on all the major trend for the last 10 years... from Home Builder to Coal to Copper to Oil to Agriculture... Goldman may be doing short busting... CGM see oil at 200, watching China demand...
(I have always loved the commercial from CGM... a great trader should be like a fenceman,)