Markets sniff out weakness, and the relentless selling in financials may be no more than...

|By:, SA News Editor

Markets sniff out weakness, and the relentless selling in financials may be no more than frontrunning John Paulson, whose Advantage Plus fund is reportedly off 47% through September's end. Redemptions - perhaps massive ones - are a possibility, meaning Paulson will have to unload financial shares, and others, he has been so fond of. One could do worse than picking a bottom in the XLF on the day he is forced to give up on the sector.