You just have to figure out when Webs is talking as a trader and when he's talking as an investor (since he plays both sides).

For a trader, this is good stuff as there's a lot of volume and action.

For an investor, as far as we know - nothing has changed, and until we know something has changed (for better or for worse) we should be waiting so we can act on that information.

Know what you are, and act accordingly.