maxhog, not sure that's entirely fair.
IMHO any correlation between previous tip performance and vacation time is coincidental. If there is a causal mechanism, I'm not seeing it.
In seriousness... the business case for TRH operations (and hence investment on fundamentals) is associated with population. And there is an imminent key factoid - we've either exceeded or about to 7 billion Homo sapiens on the planet.
http://www.worldometers.info/world-population/
http://www.guardian.co.uk/environment/2011/oct/23/why-population-growth-costs-the-earth-roger
That requires an awful lot of food staples.
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