I still think you are wrong on some of the things you said in that post. Particularly the part in that thread where you were saying ALL of the production was going to one place. After that point we agreed that they were pushing supply ahead in quantities smaller than the entirety of production...I don't think we agreed on a quantity but just the fact that you weren't asserting that all of production was going to the US brought your ideas back into the realm of possibility.
In any case we both made predictions for the January lull. You predicted 120k, I predicted 80-90k and said that with increased production your 120k wasn't completely unlikely. Either way the result this week was 65k so while you were off by almost 100% I was off by a little less than 50% on the outside prediction. About twice as accurate numerically speaking.
Also, I don't think I exactly called you a fool either, but we both know how disingenuous that potshot was. The only thing I strongly said you were incorrect about was that all of the production from Nov went to the US and the idea that there would be ZERO supply for early January. I'm not 100% sure that was actually your position so I have given you room to state otherwise but if that is/was your position then you can definitely tell people I thought it was foolish.
However what you cannot do is take a comment about one idea in a thread and apply it to all of your ideas in that thread. I've responded to you on this issue several times and would appreciate it if you stopped misrepresenting my positions and prior statements.
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| To Each Man, Responsibility |
