However, one quote comes to mind when I think about all of the pushback I got on this from the said industry savants:
"Nobody is thinking about you... unless you tell them about their faults...
Then, you can be sure that they are thinking about you...
They are thinking about killing you!"
-Roger Rosenblatt, (PBS and Time Contributor)
I, and many of you, have been overpaid to analyze industries with a fine tooth comb. Why it was contrarian to take a step back and analyze our own industry from a supply and demand perspective will remain a question in my mind for the rest of my life.