Wednesday, March 27, 2019 5:22:03 AM
I tend to agree with you as far as you agree that you are taking a conservative approach
What makes me more optimistic, in a realistic approach, are the following "keywords", if you see what I mean :
Belarus, Bosnia and Herzegovina, Croatia, Hungary, India, Malaysia,Romania, Russian federation, Serbia, Sri Lanka, Thailand, Turkey, Ukraine
Remember also the other study showing disastrous SoC from the Seeking Alpha article was from Bulgaria.
I have put some money (like 5% of my purchasing power) but I will put more in May as well, as for me May is a threshold for a conservative approach (Soc used from UK data)
Take care
Fosco
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