You are not saying anything original here that is not the complete median view on the Street. Eurozone 0%: check. UK bright spot: check. Japan a debt disaster: check. Russia suffering: check. China&#x2F;US the future: check.<p>There is nothing here that if followed, will allow anybody to outperform because this is complete consensus, it&#x27;s what&#x27;s priced in almost exactly. Yet the real alpha-generation skill is to challenge the received wisdom which here, is light years from happening.<p>How about the view that the a 9% yield in Russia is actually hugely more interesting than a 2% yield in dollars. What about the idea that 40$ oil is cheap as chips and the bargain of a generation? Maybe China&#x27;s debt situation is, if we dig a bit deeper than the surface, much worse than Japan&#x27;s, short term? Perhaps the UK is a financial bubble far too long of Arab money and that the Eurozone&#x27;s current travails represent the small potential for light at the end of the tunnel on the view of renewal?<p>Not saying these are true, just that they might be worth considering.<p>Still, thank you for paraphrasing in one short paragraph exactly what I hear in my inbox in PDF form 20x per hour from the analyst community.