I know, I just used this header yesterday. But it got me a lot of readers. Using it today is an experiment. I don't put the following in the same category as yesterdays. Hence I'll take a hit on credibility for the purpose of experimentation.
Still, Andy Redleaf deserves credit for forseeing what happened in the market. Read on.
http://www.nytimes.com/2007/10/03/business/03hedge.html?pagewanted=1
And then this CNBC interview a day later (note where the Dow was that day, etc.):
http://www.youtube.com/watch?v=iUMC81nNabg