Call me what you will- but this line from a Zerohedge article unrelated to KNL sums it up best.
A narrative bubble bursts when the story changes. It’s exactly like The Emperor’s New Clothes where loyal subjects go along with the pretense that the emperor is finely dressed until a little boy shouts out that the emperor is actually naked.
The story has changed, that's my view, if you do not wish to consider and interpret new information in the context of your understanding of an investment then that's your business.
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