This is my friend Chris Wood's GREED and Fear. Read at least the first part, where he talks about oil, and his quick summary. For whatever reason, I have always been intrigued by Burma. Chris recently visited the country after 30 years and gives us the lay of the businesss and political landscape. Things are changing. Louis Gave and I have a tentative date to go there the first quarter of next year. And then he finishes up with some thoughts on Japan.