The Thesis

Dear Mongy, 2bob, Ravi (to a lesser extent),

The thesis is that there is in the market to make retail & small to medium investors redeem their holdings across all sectors with inducing fear regarding, Greek default (became less so after German companies started taking over various assets), Shanghai composite (knowing full well it didN't represent the economy), the yuan exchange rate,
The oil price (again beneficial to the man in the street but makes them shouting out for a higher oil price and making share sure price linked to oil price and not fundamentals), with a guess the next fear is US going into recession) . So with all the downside actually being effective and realised and the market down, I fail to see how CTP is to be singled out. I believe for e.g. BHP as some market analysts believe is currently priced at 50% discount but traders are still trying to force it to 75% discount.

So, to be honest with you, the more frantic you are posting regarding CTP is only pleasing to me as the timing for an upside must be getting near.

And there ends my little thesis.

How about that!