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Andrew, I read the chat held yesterday and it was excellent. I see that you identified yourself as the BEAR of the team. It appears you believe
the S&P could drop to 500 based on an "economy built on a bubble of credit". Since I view myself as a cautious bull, I am very interested in your contrary view.

What are your main reasons for your bearish view?

When do you believe your thesis will play out? a qtr, year, 3 to 5 yrs.

What are the 1 or 2 factors that could prove you wrong?

Do you have any articles or posts on Fool that lays out your thesis.

Thanks for your contributions

Foolish Regards,


p.s. I thought the Pro team did a great job on the chat yesterday.
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