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To: sixty2nds who wrote (8790)9/16/2024 12:33:43 PM
From: Sun Tzu  Read Replies (1) | Respond to of 10696
 
Why? What is the evidence behind that line of thinking. I've posed this question to Josh many times and he's never been willing to reason out his thinking beyond some wishful "the supply is constrained so if there's a disruption the prices will jump."

That hypothesis relies on supply actually being tight *and* a disruption happening.

I am sure that at some point disruption will happen. But that is a trading thesis, not an investment thesis.