Well, you know, I was a human being before I became a businessman.
I put forward a pretty general theory that financial markets are intrinsically unstable. That we really have a false picture when we think about markets tending towards equilibrium.
Find the trend whose premise is false, and bet against it.
My main concern is with the world order
Market prices are always wrong in the sense that they present a biased view of the future.
When money is free, the rational lender will keep on lending until there is no one else to lend to.