Interesting interview.
The margin is in the heavy RE, as Rowena has been touting also.
Confusing that in one breath Lifton is saying that the US are in a bind, and in the next breath telling us that Pat Ryan can fill the void within 30 days if required.... hmmmm very "Jack Lifton" hahaha
It's encouraging to see that there are alternatives close to ready, maybe the west can survive without China longer than we might think.
Interesting interview. The margin is in the heavy RE, as Rowena...
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