Appreciate your concerns, however I am not going to read articles from Vanity Fair (that you are kindly linking, but have not read yourself).
With the loss of AOE I only have BOW, and therefore perhaps I can afford to be a little careless with something comprising less than 15% of my portfolio, but atm I simply don't see it as a show stopping risk. If it were, then I think we might be seeing a little more concern/action from the industry.
I'd consider seriously any technically based report, but am not going to be scared off by sensational articles, or media beat ups. I trust/hope that regulatory controls and changes to industry practice will suffice.
Perhaps BOW even has areas that have lower impact on the GOB anyway? I simply know too little to react directly, but will instead react (if at all) to whatever BOW and others say on the subject.
I guess I've learnt to be a stayer, I certainly try not to be a nervous nelly.
EL
BOW Price at posting:
$1.23 Sentiment: LT Buy Disclosure: Held