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" ... The flood is upon us: Multiple problems (real and imagined) with assorted explanations (often contradictory), diverse solutions (including “none of the above”) and an array of outcomes (always including a “dire" possibility). How to invest in such an environment? First, accept the fact that there are simply too many unknowns to develop reasonable expectations. Not only are the uncertainties numerous and serious, but also the interrelationships and potential outcomes lack historical comparisons (meaning experience offers little insight). Adopting this “never before seen” view, we realize that analysis is of little help and others’ prognostications are simply insupportable guesses. That, then, takes us to a unique strategy for this unique environment… ... "