I began writing Things That Make You Go Hmmm... in 2009 in an attempt to make sense of what was a seemingly never-ending disconnect between economic reality and the direction being taken by markets.
Back then, we knew that central banks would pump liquidity into the markets but I think it's safe to say that none of us knew the extent to which they would be both forced and willing to extend that lifeline.
Five years on, the disconnects are getting larger by the day and the degree to which markets have become stretched has reached extremes unheard of in modern times.
We are all going to bear witness to how this chapter ends one day - perhaps soon - and my aim is to chronicle that eventual denouement as best I can.
I do not think it ends with sunshine and strawberries.
A healthy distrust of the 'narrative' is an essential tool to have - though I readily admit it may have been the cause of missed profits.
What it hasn't been is the cause of a loss of capital.
The need to do one's own research has never been more crucial.
Simply following the momentum at this stage really is the proverbial picking up of nickels in front of the steamroller. It's fine for a computer-driven algorithm but for more complex human beings who share the twin traits of greed and fear, it is potentially a shortcut to penury.
In the pages of Things That Make You Go Hmmm...I will continue to try and make sense of the complex world in which we find ourselves and I'm delighted to share that journey with you.
The next phase of Things That Make You Go Hmmm... begins today.