just out: us could rethink nuclear reliance, page-25

I don't think that we (the world) can step away from nuclear energy and although very unfortunate it will ensure that nuclear energy will be made safer for the future.

I was in Europe when Cernobyl happened and since than huge improvement have been made to nuclear plant operations and constructions.

However the market reaction today was anticipated and in the long run the resource stocks will do well because of the reconstruction.

I am happy with my positions (although lower than last week) and feel for all the Japanese people who have to spend another day in a shelter and with little to look forward.