Never any offense take. Healthy debate is an awesome thing as well as becoming endangered in some circles.
Today's Raritan auction was "specialized" in the sense that it featured Russia only. Within Russia, as with other major countries and areas that people collect, are general mainstream sets and singles that comprise most of the material. So if you call selling and collecting one Country specialized you are correct. If you are saying that within the auction was all specialized material that would be an inaccurate statement.
Beyond that most Raritan sales are WW in nature. In other words they sell stamps and postal history from A-Z countries and their auctions have doing extremely well this year. eBay
prices from sellers that I watch are strong as well.
We are dealing with the prison of two ideas here. The market is collapsing or the market is strong. The truth is more likely in the middle.
You can further break things down by small and large lots. Rasdale's next sale is coming. It is "specialized" by definition (yours) because it features and is known for it's bulk material with singles as an also-ran.
PS: Funny how Scott values, at least for Russian mainstream material, lag behind current sales results when we have a 'collapsing" market.