Thanks for the reference.
I can agree with you that the article’s largely formulaic in its narrative structure & light on, in terms of MSB’s short-term opportunities or industry-focussed analysis, but even so I don’t read it as fluff.
For one, it’s a US perspective - reflecting purely US fund sentiment. MSB holders in Oz may have expected the opposite - I.e. for US funds to be disinterested given the lack of opportunity for NASDAQ holders’ interests in the recent CR. That appears, from the article, not to be the case.
Also, the re-injection of US funds into the mix ( the 40% increase) over the past 3 months despite the relative lack of volatility in the same period is, for want of a more apt term, interesting.
And then there’s the current exchange stock price differential.
Interesting & curious times.
GLTAH
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