I say look at the bright side of things, newbies won't be entering this mining mania near the top, people seem to forget that we have been in this bull cycle for almost a full year and it shall end in a couple of months, I know this may sound funny and ironic at the moment, but a few months later my post would make a ton of sense, many miners won't manage to ROI their gears. IMO, if you are not already well-positioned in the mining industry - it's probably a little bit too late.

As for the four points you suggested, I have to agree with what phill mentioned.