SLP325 PlanB - Is the S2F model still on track? What about the supercycle and floor model?
Stephan Livera Podcast
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Stock to Flow Model
The stock to flow model predicts that pete will hit a hundred k before the end of the year. The fact that it didn't hit the 98 is, in my view, e ye, an outlier, a black swane vent. If we also miss the december yat under formalls out of the windowad am, broken. I have no idea whet the price went down a last couple of weeks. Could be just technical, a technical issue, consolidation after a bik rice. It could' be anything, but i couldn't point exactly what it is. But i i in my eyes, it's, it's an outlier.
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