"again, you don't see the problem as a simple and common problem of supply overwhelming demand because of the classic capitalist boom/bust cycle in energy.
despite oil doing this over and over again over decades, you think this time is different."
Read more: https://www.letsrun.com/forum/f...z40vYGtODe
No, I see it as symptomatic of a much larger problem; a reach for yield and mal-investment. That is why I do not see it as energy specific. I see it in the non-GAAP numbers, high yield, MLPs, China, Japan, EU, EM, dividend stocks, venture capital, REITs, social media, story stocks, etc
Of course I can be wrong; I am just pretty sure I am not. So far I have been spot on since I first posed here.