I believe most of us understand Dew's POV. However, what Dew has not explained to the satisfaction of many longs is what has changed his POV. You and Biocrio just pointed out that there is absolutely no subjective evidence regarding safety issues one way or the other. So what changed his POV? If you read his recent post...he seems more concerned with perception or should I say misperception than reality...or is it that the risk/reward profile is no longer as attractive as it was several month back...if so, based on what, perception! Besides doesn’t perception a/k/a sentiment, both positive and negative, create volatility in the market place (and in this case GENR) from which fact-based investors can benefit?
Don't get me wrong, Dew has right to his own POV and if he cares to change it on a dime...so be it. But the fact remains that he has lost much credibility in the eyes of GENR longs because he appears to have changed his GENR POV on something other than facts. Dew has long been touted and defended by many as merely a purveyor of facts…after all how can you argue with facts. However, that defense does not seem to apply when is comes to GENR.
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