Not sure what to adjust though; my understanding of macro economic relationships (the new economy!) or my TA (history is not a good guide in the new economy...). Last time I was thinking in these terms was in 1999 in Sweden when the IT/telekon sector was booming (the new economy!). Ericsson was more than 300 SEK from where it fell to 3, came back to 30 and just last week fell 25% down to 20 (the economy wasn't new after all...). BHP might have to go to $200 before we see anything like that :-)
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