17 Comments

Great stuff, Alf, thanks for your insights!

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I miss you on your youtube channel Sergei

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Thank you Alf!

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Excellent!

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always look forward to this content!

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Thank you

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great information as always man

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Love your insights Alf! Keep up the amazing work!!!

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Excellent. Different point of view for the USDJPY story. Thank you.

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Gracias por la explicacion

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Super clear and accessible. Thank you.

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Great info!

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Thanks very much! I have a quick question regarding the hedging you mentioned. How can we see how much costly is that hedging??

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Thank you Alf.

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Great stuff

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great as always

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Thanks Alf. Any other tie-in with energy markets aside from Japan's oil import costs?

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