Last nite, I wrote this…
Suddenly, the environment was entirely based on sentiment, ‘feelings,’ but we surely can’t rely on feelings, can we? Nor should we rely on memes. How about future cash flows based on a self-perpetuated lockdown and a self-perpetual open-up?
What was your guiding light?
Central bankers?
So you are a centralist?
I am an individualist. …