I still haven't signed up for PDAC, but I'm nevertheless looking at the speaker list trying to figure out if there is anyone worth seeing beyond Kaiser and Cookie.
I don't think I've ever paid attention to Lawrence
Y'know, on the one hand he seems an unbelievably reasonable person, which is hard to find in this scene of nutbars and fruitcakes.
But on the other hand, and I might be mistaken, it seems whenever he speaks here he's doing little more than addressing what's hot in the media at that time.
Why every junior sector talking head has to be asked about macro is beyond me.
ReplyDeleteI saw and spoke to Roulston at SFHA and I liked the guy. But I can't really tell you if his selections or takes on juniors have a lot of value. One would have to buy his newsletter I guess, and I don't buy tout sheets from Cookie, Roulston, or anyone else. Doesn't mean I won't listen when they say something in public though.