The Worst Part of the Year

I'm interested to know Rob if you've given up hope on your prediction yet because back when we recorded this I remember you saying that the first half and indeed the first quarter of the year would be the most difficult. So so far it looks like you're further from the markRob, do you still believe that the best part of the year in terms of sentiment in the market picking up is ahead or have you been forced to revise that view? It's a rare event Rob for me to say this at least publicly but I don't know. I'd love another month just to think about it and assess it but if I'm put on a spark give you my immediate thoughts and reaction right