What's on a Dwight's Brain This Summer?

Almost every basic industry equity, whether it's economically sensiv or not, is price for depression. You look at something like mosaic that's trading three and a halfo times p earnings with effectively no net. And so if we don't move into depression quickly, or accession quickly, then you're going to see a large number of the publicly traded bas cintry equities and commodities move 20, 50 % from here.

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