The market has a tendency to exaggerate on the bullish side, driving stocks higher on exuberant growth expectations, ignoring reality, fundamentals, and valuation. It also enters into panic mode, selling indiscriminately on exaggerated fears. After covering Talen Energy (Experience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue t ...