Mac B's position has made no sense for about a year now. It's...

Mac B's position has made no sense for about a year now.

It's all based on the "large amount of new supply to be delivered over the near term" FUD. Where is this coming from exactly?

We've already got pricing to prove demand. Before this one could pretend the money might not be there, but not now. If we're about to get the next round of pricing then perhaps a lingering lack of certainty is what they are playing on.