Today I'm going to present a discussion between two characters named A and B. Who are these guys? They're two guys who live between my ears. Somehow, these two clowns got into my skull over the weekend.
A – What are the fundamentals, the very basic fundamentals, of the investment world today?
B – Here they are, and I don't think you're going to love them. The world is overproducing. Not only is it overproducing, but it's overproducing at viciously competitive prices.