If the market is a zoo & telcos are primates, then I think...

If the market is a zoo & telcos are primates, then I think primates are in one of a very few protected zones in the eye of a massive storm
While the crowd think it looks all clear & have run to expose themselves at the penguin show I’m happy waiting it out with gorillas, chimps & even monkeys
Real assets, essential services, yield & capital protection are where everybody will want to hide if things get ugly again & even if governments save us with huge piles of money, the mess that’ll leave will make those same attributes attractive