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Message: Crosshair Flirting With 60% Haircut Level

Allan, great commentary. A few thoughts:

  1. That MIT report is starting to be questioned on the web. Just read an article this morning
  2. Nikkei up 5.6% last night, so you are right there
  3. Your thesis is generally correct. If you're not a buyer, you have to believe that nuclear is done - and that is highly unlikely.
  4. Opportunity! Have a look at the table I posted today



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