HARM

2008 Bespoke Market Poll: Chance of Recession 50/50

"we asked a number of stock market and economic questions to get a consensus from the intelligent part of the investment community"

In light of the results of your survey, you might want to reconsider this assertion.

With Peak Oil looming (or already upon us) and the $USD facing an easy-money Fed and strong inflationary headwinds, sub-$100 oil or a strong dollar is not a bet I would take.

On the bright side, 66% of the readers surveyed don't see a market bottom in housing anytime soon, which means they are probably capable of reading a chart (as in Case-Shiller or Credit-Suisse ARM-reset).