Mlsoft, I watched (by accident) Rukeyser show today. There was an interview with Doug Clicot (sorry, I am sure very very wrong spelling).
Very sharp guy. Reminds me my friends mathematicians. No nonsense, right on the money.
Basically he is bearish; no revelations - 03 will be down, fair value on SP - 650; the nice thing was "we are still in recession" - not a mainstream idea.