can't deny flow of capital is all that matters in the end.. But what comes first, chicken or egg? Econ.environment >> sentiment >> capital alloc. Herein is the building block of intermarket relationships, basic economics... yield vs risk. imo ignore at your peril. It doesn't seem to matter maybe when you're standing in the forest and all you see is KC crop gets a freeze, the forest doesn't seem to matter, but it does! How significant in comparison to the freeze is debatable.