Subject: Re: OT: Predictions from US/Israel bombing of Iran
high percentage of helium product via Hormuz. critical to semicon manufacture .

Andromeda's theses seems correct in a rational world .so far as one can predict Trumps actions we are in an irrational world , so higher than normal cash reserves either via brka/b or brokerage is my "solution". Am at around 20% atm. usually less than 3-5%.