I respect your analysis 99% of the time but this professing to be privy to exactly what is going on is getting a little tiresome. You speak of your thesis.. what is stopping you from sharing your thoughts?
I'm sure a lot of members would love to hear who you met with and spoke to on your trip, as would I.
I asked you once before to share and you responded you weren't ready. Fair enough i suppose, I can't force it out of you but maybe you could give a little nugget.
The above is intended with all due respect.
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