New heights of consensus-ness have made idiots of thoughtful analysts, investors and allocators. Investors at all levels are being deceived on an epic scale and most of the investor class will suffer. It never pays to bet against nature for too long, which presents a wonderful opportunity for free thinkers.
http://www.zerohedge.com/news/2017-03-02/paul-brodskys-advice-investors-get-angry
Realist - Everybody in America is soft, and hates conflict. The cure for this, both in politics and social life, is the same -- hardihood. Give them raw truth.