Dew, Barron's Roundtable Article today is very interesting. Basically, 10 financial people state that basically our economy is going to hell in a handbasket, but that's not enough reason that the markets won't scream ahead 10% to 30% this year.
Their reasoning is that the continued stimulus will not stop, which helps equities but once someone turns off the money spigot we're in a heap of big trouble.