General Chat ( TNR ), page-190

Some (like me) are more visual, so here are the charts. Firstly, let's look at BC. If you think that is sustainable, get your head checked.



Then have a look at where so much of the hot money has gone through 2020 (ie. top 4 techs). Nasdaq has performed well and is clearly unsustainable.



Markets 101 - boom, euphoria, correction, bust, recovery, etc.

There are clearly markets and asset classes that have run, are overpriced and due for a correction.

Then at company level we have what is increasingly proving to be a monster of a resource.

PMs are set and this business is as well positioned as it could be to capitalise.

Yes, I have two young ones and nothing better to do on a Saturday night than have two reds, research and post.

glta.