Of course, the timing below is just for reference to explain this is an economic cycle with long-term dynamics.

This Isn’t The 2000s, This Is The 1950s!
For now, there is so much capital flowing in from many directions that no matter how inefficiently it’ll be employed (for now), it’s spurring a run we haven’t seen, not since the Internet bubble of the 2000s, but probably since the post Second World War efforts of the 1950s-60s.

That’s the proper frame of mind!









