THERE is a lot of comfort in a consensus. All huddled together, the members give each other support.
But as any platoon commander will tell you, bunching up means one direct hit wipes out everybody.
Sometimes it's better to be a lone ranger, and that's how investment strategist David Roche of Investment Strategy may see himself.
This week has seen the raising of expectations of cuts in interest rates, inspired by remarks by a US Federal Reserve executive that the next shift in the Fed's rate could be down.
This was good enough for US stocks, which danced up to a new peak, with the Dow hitting a record 4553, and bonds also celebrating with the long-bond yield down to 6.559 on Monday.
So it's all talk of soft landing in the US, falling interest rates benefitting the markets, especially Hong Kong, and all's right with the world.
The Hang Seng didn't seem to see it that way yesterday, and slipped back by 35 points.