Running discussion on SP, page-6701

Agree on the LiCoN battery, first mover advantage.

If US monetary system collapse, war is the only way to rectify that system. We will not have a stockmarket here to play when that happens so it does not matter on the wealth effect.

PLS has nice fundamentals but the sector has gone into a range much like the LIT etf. Don't know why but I see that side effect. This year's AMEC conference has suffered a death of delegates, is that a leading indicator or just I have too much free time to listen to garbage from the speakers?