About a year ago, I wrote a post called Doom, Thy Name is Tsakos (and a follow-up just a few weeks ago). It seems to me that's worked out pretty well! I covered this morning, although, long-term, this could continue to crumble.
http://slopeofhope.com/2012/04/follow-up-on-tsakos-short-idea.html
Follow-Up on Tsakos Short Idea
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