Thanks @whisky49 . yeah I didn't heed your insight last year when you traded in 50% of your FAR holding.
What makes me curious is how different our intuition is at the moment on two points.
1) I would have thought the recent attack would make you double down on FAR as there tends to be a correlation of Oil price rise and FAR SP rise? Insecurity in the Gulf is a good thing for FAR no?
2) I also would have thought that you'd be more inclined to hold cash than equities when there is talk of a massive crash on the horizion.
Either way we're not holding equities, but for very different motivations.
Cheers and thanks for your reply!
Ann: Investor Presentation - RIU Good Oil Conference, page-102
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