Mother Nature has dealt out terrible blows in the U.S. that will lead to more demand in recovery and rebuilding... Far more infrastructure rebuilding and community restoration needed than U.S. politicians would have ever dreamed up, or agreed to support... Dark side is the bad balance against the folks harmed by impacts of nature... Declines can't be ruled out by the Chosen choosing to create a buying opportunity... Fundamentals don't seem to agree with any timing for any quick or large equity retreat...LJ