Yes, yes, blood rushing back to think clearly.
Was just a bit of a shock. Was expecting some real positive demand based discussion, we need more need more need more..... type thing and instead we got that. The shock turned into a brain freeze, what is he trying to say? Amplifying the situation was that I was trying to get ready for a meeting, couldn't get to finish watching it all. I have to say my heart stopped for a little while, and I was a bit distracted in my meeting try to make sense of what I just heard.
However, now that I have had time to process the information and think and read all the many great insights from the HC GXY team and a few experts posts, happy to report rational thinking has returned. Many great angles and perspectives discussed so I applaud the many great posters for their great contributions to this discussion. We all need a little jolt once in a while I guess :>
Sentiment reverted back from none to buy.
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