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Re: NobleRoman post# 5746

Thursday, 12/05/2019 8:30:07 AM

Thursday, December 05, 2019 8:30:07 AM

Post# of 6773
Furthermore:

I think I have 2 minutes left before SWAT arrives, so give me one more minute of your time, please.

I'm still very excited with this stock of mine as part of my recession resistant portfolio. I feel like the recession is just around the corner an this industry is going to be one of the drivers of the new economy, which will be the final nail into the coffin of Prohibion 2. And this is the best interview I've seen in a long time from Jeffrey Gundalach on a big macro-view. Right up Garvis's viewing pleasure:



A long interview but SOO worth it. I had to watch it 2 times. It's that good. And it echoes the sentiments of a meeting of fund managers and venture capitalist I was at last Tuesday. A Christmas party I worked in my second industry. The speech given was one of preparing for the exits because in their view, the recession is already here. And the markets will collapse next Summer. Nobody is a prophet of course on the timing, but their sentiments echo economic consensus as echoed in the link above as well. And they said something that echoed Zac's presentation in the conference call. They see a tightening of credit markets coming, which Zac said they are preparing for. HLIX has a grip on the macro-picture. They see things drying up.

Okay, well, I have to destroy all evidence and get into position. No time for questions. Ya'll didn't see me.


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