Good on you Matt - a common sense post. You don't have to be a treasury official to appreciate economics. Just have to have a pair of ears with a clear connection to a brain.
Funny how the bulls never talk objectively (or really even at all) about the macro side. They are like junkies - just interested in the opportunity for the next high.
If ever there's a sign of an investment bubble - that characteristic would have to be a leading indicator on forums.