While that's true - it does not impute Ed's position with greater accuracy or authority. I don't know if Ed is wrong, but I get this vague sense that he is being led on by his emotions.

I am sympathetic to some of his criticisms that the enthusiasm and financial commitment has run far ahead what can be delivered. But I don't quite share his intensity over the doom and gloom. There probably will be a correction. It will probably sting. But I don't expect it to be the near wipe-out that Ed's passionate voice seems to steer towards.