I am with you on all that, but one funny additional thing is happening on the Big Stage. That is, that it seems that the actual money supply in the world is becoming better controlled via the changing interest rates and fluctuating currencies and the challenge to the 'Carry Trade and the rising Bond prices and big commercial Banks injecting cash into the less fulded commercial Banks and the evaporation (as if it actually existed in the first instance) of much of the hedging in interest bearing instruments and the moderation of valuations on real estate of all sorts and of other financial gizzmos not in mind at the moment. Could all be bad, but if I recall properly, it is such times that the real good bargains are open for the taking/acquiring. Happy to get more NOT when cash and price are opportune! Old Joe