"I'm affraid that I don't understand LOK any more,"That is...

"I'm affraid that I don't understand LOK any more,"

That is exactly how I feel.


The day I sold out of LOK was a very sad day for me.

It meant throwing away years of research .

But I have kept in touch broadly.

I admire the way LC stuck to his guns and in retrospect I should have given more attention to that.

On the market more broadly I have done well,


and if ERG gets up....really good