2 Responses

  1. Bill Boschma
    Bill Boschma January 29, 2018 at 7:40 pm | | Reply

    Let me start by thanking you again for your insight. You put a lot into this and it shows. You always include facts, quotes and historical context in your posts, but this last one was a bit confusing for me. Admittedly, this may be because I read it the first time on my phone.

    I read each post with great interest because I keep wondering when (or if) you will become more bearish in your outlook. Reading this a second time on a larger screen made it easier to follow and conclude that you are still among the cautious bulls. This post might have been easier to follow if some of the links, quotes, and supporting information was moved to footnotes or postscripts.

    Just my two cents.

    Bill

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