Daniel seems paralysed by analysis. He waffles on about the past cycles, growth, central banks tightening etc. Painful to listen to him. Sean at 42.52 cuts him off (hilarious) and says in this instance when the secular trend (even though macro stuff is his bread and butter) is this powerful he doesn't worry about that stuff. In other words the growth and demand versus supply is so bloody obvious that a mega trend exists. Daniel can't pull the trigger. He's waiting for another pullback but appears to have still missed the June pullback. Lol. Sean on the other hand really knows the sector
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2 | 7900 | 2.950 |
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2 | 181388 | 2.930 |
Price($) | Vol. | No. |
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