17 Comments
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Sergei Perfiliev's avatar

Great stuff, Alf, thanks for your insights!

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Gianni Berardi's avatar

I miss you on your youtube channel Sergei

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Michael Harrington's avatar

Thank you Alf!

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Don Wilson's avatar

Excellent!

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John McDowell's avatar

always look forward to this content!

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Egy's avatar

Thank you

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TooBlessed's avatar

great information as always man

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Jesse's avatar

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

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Xavier Tarradellas's avatar

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

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FELIX's avatar

Gracias por la explicacion

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John Coster's avatar

Super clear and accessible. Thank you.

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JB's avatar

Great info!

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Victor Rosales's avatar

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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Edward Anderson's avatar

Thank you Alf.

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Systematique's avatar

Great stuff

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Michael F.'s avatar

great as always

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Matt Quade's avatar

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

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