Check out this quote from Jan 21.
Seems like some other people have the same idea, stated in a lot more words.
http://www.truthout.org/the-battle-titans-jpmorgan-vs-goldman-sachs-or-why-market-was-down-7-days-a-row56526
And Bill Cara is riding that horse again---
http://caracommunity.com/content/week-review-5-2010-0
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Insightful and Useful Comment!