First there was the news of passengers rescued from lifeboats in Antarctica as their cruise ship went down after hitting an iceberg. Then Tim Price, our guest Investment columnist this week, reminded me of ex-Citigroup chief Chuck Prince’s observation about dancing as long as the music keeps playing. Then at a wedding on Saturday, a Welsh male voice choir sang the Celine Dion hit My Heart Will Go On: a charming sentiment, I agree, but also the theme song from a certain epic disaster film — and you must have guessed by now which way my thoughts have been moving....

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