Here was Dave Rosenthal's take two years ago: https://blog.dshr.org/2020/02/more-on-ad-bubble.html https://blog.dshr.org/2020/02/more-on-ad-bubble.html Disclos

Here was Dave Rosenthal's take two years ago: https://blog.dshr.org/2020/02/more-on-ad-bubble.html https://blog.dshr.org/2020/02/more-on-ad-bubble.html Disclosure he and I agree on what is going on here :-)