1. Ronald29780 says

    Hi Ed,

    Great job, to add up all the details, particularly with the latest upgrades.

  2. Baishan Chang says

    Excellent analysis.
    Sharp contrast against the maybe /maybenot type of sell side arguments of SocGen. One wonder why SocGen could not come up with this type of analysis. Then one can almost figure it out: they (like wall street) are there to make bonus at the cost billions of client money put at risk. Analysis does not help SocGen or Goldman. Analysis helps your concerned readers like yours truly.

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