Eastwest,Well everyone thinks they can outperform the market and...

Eastwest,
Well everyone thinks they can outperform the market and pick winners, few have the skill of Buffet to actually do it.

I am not even sure that there long term convictions are a good investment thesis. As someone that won big on the last nickel boom/bubble I am glad I largely got out of nickel for nearly a decade, and wished I had fully. Time to be back in again imho, but a fund taking big positions simply can’t get in and out easily.

EL