I should say I'm very bearish macro. The word is about to burn and everyone's debt addiction is going to see an extended recession and suppressed asset valuations.
what is unclear is how commercial credit markets behave/react.
although I agree with a poster this evening about government spending, you still need commercial credit and they will tear many many aspiring project to pieces in DD.
TMT Price at posting:
37.5¢ Sentiment: None Disclosure: Not Held