The bottom line of all this heavy fundamentals discussion is...

The bottom line of all this heavy fundamentals discussion is that if forensic numbers analysis was the key to market success, most of you guys would not be here positing. You would be somewhere in the south of France.

Its sentiment that moves the price the most, currently dramatically negative. The rewards will go to whoever can spot the turn to positive when it comes. That's where I concentrate my energy. It will come like a thief in the night, and suddenly everyone will be finding positives in the same numbers that are now so negative.