Well, I agree that basing your entire outlook on it, like Judah, is foolish. No argument.
But it certainly helps more often than not...there are exceptions, like last year.
Strat was awful in 2015, but I'm not sure what your point is. I think most understand that you can get by without it, but its insurance against what we are now enduring.
The big PNA failed this month..is the PNA voodoo?
Maybe next year I am awful, like last year...bottom line is that the failures inform the successes. The moment you think that you have it figured out is the moment that you are back to the drawing board.
I'm not worried... I think you are under the impression that I have this epic second half, like last year. I don't. I have some blocking showing up in Feb or March to salvage a decent second half in the face of an awful Pacific.
I am on point, so far.