I have just started very small time as investor and been...

I have just started very small time as investor and been following posts here for a couple of months. Most of it has made sense to me but I am now wondering if I have learned anything at all? I see lots of good signs, with this stock and others ARU RDR FDL etc but am very confused.
Is market falling in resources because of finance exposure by banks to Centro, which I presume makes it harder to get finance to expand projects? Is this the reason there is very little reporting by companies because what ever they announce will be swollowed in gloom just now? There is so much up side to resources just now but market contiue to fall. Please explain