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