I know, you often comment how you like him as gurus go. I rarely have time to listen to these calls but I will try to catch him.
Just seems to me like more of the same pattern of build up, hype, imminence, and gradual falloff in the crescendo, as new issues get tossed into the mix that spell (smell) an impending delay.
I sometimes wonder if these so called gurus don't have a master script they follow and are really all just dealers hyping us to buy into an impending RV or saying there's time to buy more given the delays. Win-win wither way for them.
You cannot get the water to clear up until you get the pigs out of the creek!