I agree that this is a pretty good thread. It started with a journalistic source and is staying within the parameters of the article. There's also good discussion on pros and cons. This thread is in the top 5% of threads that go in this direction.
I really just posted what I wrote so that the whole community would know that it's not such a great idea to start new threads in the main forum for every wild trade idea we have. If the issue comes up naturally in conversation, as it has here, that's a different matter.
But then, I'm not a mod, I just post here.