In particle physics, sound-bite explanations are much harder: wave-particle duality, quantum mechanics, general relativity and string theory make good mathematical sense, or so I am told, but they generally defy translation into English.
Mr Llewellyn also questions the theory that building-society conversions will herald a wave of takeovers, leading to efficiency gains as overcapacity is cut.
The breakout this week after the stress tests were largely positive and the Federal Reserve acknowledged the economy had improved since January ushered in a new wave of bullishness with the yield on the 10-year Treasury ticking up to 2.3% stoking the theory that money rushing out of bonds could flow into stocks.