Now is a really good time to cash in the chips, or at least return outside money and batten down the hatches (which Soros and Icahn have done). The global econ

Now is a really good time to cash in the chips, or at least return outside money and batten down the hatches (which Soros and Icahn have done). The global economy is rolling over, coming down off a massive stimulus fueled sugar high that had driven capital toward risk for several years. The next few years won't be very pleasant, the piper has to be paid. The US suffers a recession every four to six years historically; we're about due again, and we're in no condition to absorb it. When a company like Carlyle is running for the IPO exits, the clock is ticking, just like when Fortress and Blackstone did the same thing at the end of the last risk run. Someone will make a killing on it, others will lose billions. If Arnold really has lost his edge, and who really knows, it'd be a good call to step out of the game for a while.