EL,
Its more the overall business trip and the feedback from it.
The world economy is not going so well at the moment: businesses are deferring investments on trade war fears (uncertainties).
It hasn't come through on the official Stats yet, but its coming through in face-to-face meetings.
Guess last night's inverted yield curve was a big shock.
Just about every business person I have come across (atm) are being very cautious and we are too. Guess that is also affecting my views of the stock market at the moment.
Lets wait and see what comes out (Stats) in a few months.
Ann: Dorado-3 Drilling Update, page-73
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