We're going to take some Ls. That doesn't mean sentiment has shifted. I won't glaze Carney, but thus far he does appear to actually be fighting, which is more than I can say for anyone CCP or UCP. We're walking a tight rope right now though. Too aggressive and we end up like Cuba, if not like Iran. Their current leadership doesn't care that the people won't like it, or that they are already running low on several critical supply categories. We got comfortable and didn't diversify the way we should have, taking the easy road to profit and not creating internal resilience. We do appear to be taking the right steps to rectify that but a nation of 50M people doesn't turn on a dime.
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