I too think you have a great analysis there, certainly a far cry from the typical first post =)
With that said I wish you had covered the other factors you mentioned as well. Understanding not only how these factors interact but how the ones that are done to death interact is vitally important to obtaining a clear picture of the entire market. Mentioning all the factors together gives a complete picture.
I guess what I am saying is that it is sort of like a science experiment and you are tracking the minor variables that nobody looks at much and ignoring the major variables that are studied to death. I think the major variables provide a great deal of context for the overall study regardless of angle.
Hopefully that made some amount of sense. In any case I want to reiterate that I enjoyed this analysis quite a bit so don't take this as a negative criticism, if anything it is quite positive with a suggestion tacked on =)
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| To Each Man, Responsibility |
