i dont hold AVZ. never have. simply giving credit where it is...

i dont hold AVZ.

never have.

simply giving credit where it is due, acknowledging the sovereign risk which i have probably made the most noise on. And why i dont touch it.

But Simply. AVZ are ahead right now. Come the chinese takeover, or come anarchy and bloodshed again.

GPP have a good start, but will need to follow on with 10x to catch up.

WFE just another lesson the market teaches us. note, that i fully disclosed a free carry at what price, and the pitfalls were well aired in discussion. transparent disclosures.