Looks like a softening in tone and bravado by that particular guru. Correctly reading the tea leaves has that effect :( he still manages to lob one last gasp hypothetical scenario, but perhaps there will be more cautious outlooks going forward.
This still looks like a winner to me over time. Its another one of our "twiddle our thumbs" deals. I look at this as a place to maybe load up AFTER/IF one of our others goes off....but only once theres more political certainty.
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