Yes. He is worth following. Here is a brief and unrelated tidbit. May it provide stimulating bedside reading for you: <A HREF="http://www.unepfi.org/fileadmin/events/2004/stocks/eesi_goldman_sachs_2004.pdf" target="_blank">http://www.unepfi.org/fileadmin/events/2004/stocks/eesi_goldman_sachs_2004.pdf</A>