Tide turning?, page-28

"input on the logic of my posts" can't resist the opportunity.

You are one of the most skillful posters on HC (Daicos ain't bad either). You know the difference between price and value and you can see through noise and emotion to reality of the markets and economy. You are disciplined and well diversified and very often contrarian to the daily "news" (saw your post on China shares).

Unfortunately for me you mostly post at the wrong end of the market for my preference but I read them anyway because hopefully some of your skills will rub off.

You save me an AFR subscription because I find greater value in your posts than any of fish wrappers or fund newsletters. You should consider a week end magazine

Thanks for all your posts.