The idea is to try to project a trendline- anyone can look back and come out looking like a genius.

This economy is built on assets inflated by virtual 0% interest rates and no one, least of all the politicians and central bankers, know how to unwind them and let the market decide on the price of renting capital and the allocation of resources.

The key question is how much longer can the East Bloc style political interference in the economy go on bailing out big finance and free spending politicians.