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always thoughtful musings, ty!
O,R: I agree wholeheartedly that 98% of broad market commentary' is flapping of the gums,and flatulent infotainment.In addition to which,it is also distracting frrom what should be the notion of reading a market of choice, based on the dimensions of price,volume and time-(Sorry for the Stotlemayerism..) and a semi sound assessment of sentiment. It seems to me that your commentary lands refreshingly in the remaining 2%.