Will Lar - you aren't a contrarian in my mind, you've always been open that you've forgotten a few details from the ten years ago when you were following EPA more closely. The larger outline still remains in focus for you however from what I can tell. I read your posts and say to myself "he still gets it..."
If you are ever in Seattle - and care to, I'd be happy to meet up and hear more about what you've been up to over the last 10 years if still in life sciences. With a handle like "Will Lar", if from Scandinavia, you'd certainly blend in at any of the Ballard bars. I figure you've got to have an interesting history on how you landed on EPA way back when.
BTW all, more good news from this week--> Peru announced a 2.8 mil mt 2nd season quota (Nov-Jan) which was above the 2.3-2.5 mil mt consensus forecast. So, I called the direction correctly a few months ago when I saw the NOAA South Pacific forecast (can't remember what I guessed for the #). Crude fish oil prices are very likely to remain low in 2020. The geopolitical situation is better in Peru than Chile, but it sounds like both are still fraught (Peru's tension has gone more sub-surface with many seething that Fujimori's daughter is in prison and the Fujimoris have both been viewed as better for business despite the corruption...). I saw last week Delta had even canceled and was offering refunds for flights to Santiago. This week the protesters are easing up a little since Pinera made some constitution concessions. It sounds like its outsiders formenting a lot of the trouble in Chile - they have over 1 million Venezuelan refugees who can't find work in addition to their own young people trying to get by on $450/month after getting college degrees... There's always something to spice things up at the end of the day, eh?
It was a very positive week and I'm super happy 16-0 about the ADCOM vote. I'm glad AMRN left no vote behind! Thanks to all who were there in DC and posted - I always like first person reports as the richer color almost made me feel like I was there. PS - I also like FFS visualizations. They help me see some of the buying behavior history I otherwise miss.
I have some more interesting science stuff that I've learned about that I'll post soon, but a friend is waiting for me to head up to go hiking at Rattlesnake Ridge now. Cheers!
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