Merryn Somerset Webb

Right, John, the bull market is back big time.

We don't even need to bother talking about what's happening in the Middle East or what is not happening in the Middle East.

We have no idea.

We're just going to leave it there.

The market literally doesn't care.

The market doesn't care about anything except for what?

At the moment, it's earnings numbers, right?

So we're having an amazing earnings season and everyone you talk to just says, well, this is just the most massive of bull markets and it has to be because it's

everybody has some kind of earning surprise and now we're moving into a proper melt-up situation and this is all marvellous AI-tastic.

So anyway... We could just repeat words of each other for hours here.

But look, you've got this amazing... You tell us about earnings.

Which magazine would that be, John?

Which magazine would that be?

Well, they may yet be right.

You know, inventories have been masking an awful lot of potential supply problems.

So, you know, we may see another hike in the oil price coming and things may change in the Middle East.

I mean, who knows?

Who knows?

But you're right.

The magazine cover, when I was looking this morning again, I wanted to look back and actually double check when it was that Businessweek had that covered.