mother on wednesday, page-116

well this is all great news isn't it ...with nearly everyone bearish and/or out of the market and the macro backdrop so terribly compelling the markets are set to make self fulfilling lows , maybe greater than gfc lows over the next few months .

Against this companies have never been better placed , more cashed up , leaner and more focused than at any time in my time in the market , and that's a long time

Patience is the key ..we are setting up for the mother of all bull markets but it may take a couple of years before it all clicks in . A lot needs to be purged out of the system in the meantime , the fear factor needs to kick in.

It's a rotten time to invest atm but I am incredibly optimistic 3/4 years out .You're swimming against the tide presently so just sit back and let it unfold