Mike,
I will keep them coming (not only is it good therapy for me but it provides a record of my thoughts at a particular point in time that allows me to go back and see where I made the mistakes or occassionally called it right).
I not so sure I know all the stuff (but hopefully I provide another perspective from someone who use to work in the industry)!!
The Beach for me has gone from a being a "Paradox" (remember the Beach Paradox post when it was in the $1.30 trading range on high oil prices - high at that time anyway) to a "Conundrum" (now in a $1.20 trading range on even higher oil prices of US$120/bbl).
I know one thing is for certain, it cannot last!!!
Anyone care to comment on the Beach Conundrum????
Cheers
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