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by janny_kul 2504 days ago
Hey, at no point did I made a claim that there's no alpha in the market. I generated around 25% annually myself on a fairly large balance sheet and made reference to rentech's stellar performance several times. AND I'm working on a new commercial project which relies on finding alpha. but yes the rest of your comments are valid and fair.

Also, for the other comments I edited the post to add links because I was asked several times what I was up to now.