Only when the tide goes out do you discover who’s been swimming naked.

So the title of this post is one of my favorite quotes by the oracle himself.

It pretty much sums up the situation right now, and it is really polarizing to see how all the people with the big-game talk operate under such conditions.

All the talks about ''this is the future'', ''this is the next ten bagger'', ''tesla has the best factories in the world, with a production rate of a zillion cars per minute and can recycle turds into car batteries''.

Great, if you want to be special and disregard the fundamentals, let's see how you operate under red conditions. This is the true test of one's integrity.


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