Presented with little comment except to note that the next time someone uses the phrase "...but the data is coming in strong..." please show this chart as US and European macro data prints have consistently missed expectations for well over a month now...
Barclays Macro Data Surprise Index...

http://www.zerohedge.com/news/sad-reality-macro-data-performance?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29

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.