I would have to say yes (well mostly), I did not expect it to be quite as bad as it got, but I was definitely out in front of it.
IMO I have learned some.
IMO big fund managers need dumb money to step up so they can exit (else they are kind of stuck and they have a lot of influence).
(maybe I am wrong but that is the situation as I see it).
Dumb money has not stepped up/in yet in a big way.
The Trade deal will get done IMO. We will not get everything but neither will China, it simply could not continue the way it was going without change.
