I like the analogy. It could perhaps be extended to include the observation that whilst you can see waves, you can't always make out the state and direction of the tide. Furthermore, maybe we, as investors, are being asked to navigate by dead reckoning without being given data on currents despite GPS being available. Maybe stretching it to breaking point, but your comment about going back to sleep also works well. I've done some blue water sailing, and one of the biggest challenges is how to deal with the long periods of boredom between short periods of massive intensity. One of the best ways is just to chat to your crew mates, and I think that's kinda what we do here for the most part.Sometimes I have the impression we are watching the waves in the sea. Only the sea we don't try to explain or predict.