Not at all.
This was all parody.
Parody of a dos equis advert - the most interesting man in the world. http://www.youtube.com/watch?v=U18VkI0uDxE
Then parody of a Wave optimist: the folks who keep saying they have a sense that everything has suddenly changed for the better, hoping no one will notice that they said the same thing last week.
I guess I am pulling the leg of anyone who thinks that board is different from an organisation like, say, Fox News. It is now simply a machine to promote optimism amongst investors.
The optimismometer changes rather less swiftly.
Late last year, I moved it up based on the third party DoD info and NW's NSA report. But the order flow didn't seem to follow through as expected. I rarely follow these predictions once they move into reverse, because if they can go backwards, who knows if there is a timetable at all.
Even so, I let the meter ride out q1's awful results. But q2's moved it way back down as the organic growth story has broken down.
To move it up again would require some actual material financial news as opposed to gush from the unsafe harbour.
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