Just a short email to applaud you on the articles and newsletters that you have written. I sincerely think that all of them are well considered and well written.
As a consultant myself (although in different area - I am involved in petrochemical area, I certainly think that "going against the grain" can often be difficult - even though a lot of times we have formed that opinion based on solid analysis.
Anyway, thank you for all your newsletters once again. - Leo Wirawan