yeah he is very switched on. If George Soros relies on him he has to know what he's doing. I agree with his lack of faith in diversification as an investment strategy. I think that diversification is a load of cr#p. But, Yellowcake ... I don't think you can role profits in australia ... I do know that in the US you can keep defering CGT as long as you are buying assets with the proceeds of sales of the former assets. I wish they allowed that in Australia!!!
