There are few things more difficult for us to deal with than certain uncertainty, especially when one can’t be certain who is telling the truth. Except that we can be certain enough that the Chinese aren’t… not even to themselves.

We can, however, be certain that all bad things do come to an end. When will this bad thing come to an end is uncertain but with mutual goodwill and cohesive efforts it will be this year.

Don’t panic! Just as the pilot said, when speaking to his passengers from outside the plane. Seriously though, we were expecting some kind of a bear market in stocks for at least five years. We certainly didn’t know that a virus would prove to be the provocation.