Quote from Reverend Trader:
You can love Roger's or hate him, but I think it is a well laid out article:
http://www.jimrogers.com/content/stories/articles/For_Whom_the_Closing_Bell_Tolls.html
Great article. for those interested in a great analysis of the root causes of the bubble check out
http://www.aei.org/eo/eo14460.htm