Nice find, Clavis!

Some of the links in the article are broken. It looks like many of the seekingalpha.com/blah/blah/... links in the article were magically transformed into agoracom.com/blah/blah/... links, and hence they don't work. The article at SeekingAlpha is here.

Let me also mention that, as is often the case on the SeekingAlpha site, the article is followed by quite a few comments. And some of them make excellent reading.