Wanna See A Bullish Forecast For The US? Check THIS Out - Vincent Fernando, CFA -  The Milken Institute just released their latest U.S. economic outlook and it's shockingly more bullish than most forecasters, even at the brokers.  The think tank expects U.S. GDP to grow to exceed 3% not just this year, but in 2011 and 2012 as well.  More importantly, they expect substantial employment growth,  and this is an integral part of their analysis. - Money Game at Business Insider 

Goldman: How China's Failure To Hike Interest Rates Could Signal A Run For Risky Assets -  "We consider the question, what if China eases?"  By easing they are referring to easier credit availability or more/continued-levels-of government spending. - 8 slides - Money Game at Business Insider
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look at the chart - Why This Isn't Like 1938 - At Least Not Yet - by Donald L. Luskin WSJ - Stock prices show we've dodged another depression, but toxic, antibusiness rhetoric and policy errors like the Dodd-Frank bill are hurting the still-fragile recovery. - Yahoo Finance
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Casey's Chart says it all - Casey's Daily Dispatch
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slide show - ALL THE BIG RISKS ARE GONE: HERE ARE 17 REASONS TO BE BULLISH - Isabelle Schafer - Gluskin Sheff economist Dave Rosenberg has been warning of a double-dip for months. Today his investment letter sheds a little light on what the bulls are thinking and why they're gathering some momentum. ... Of course he's still bearish: "From our lens, this is still a meat-grinder of a market. The bulls have the upper hand, but only until the next shoe drops ... - Clusterstock at Business Insider 

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Sam's Club Exposes The Bank Bailout Lie - John Tamny - By leaving the economy alone, non-traditional forms of finance grow and traditional banks decline in relevance. - ... In economic terms, what Sam's is doing is called the "substitution effect." When existing businesses of all stripes fail to meet customer needs, substitutes enter the picture to fulfill them. With loans and other forms of finance, the substitution effect has long been the rule ... - Forbes
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Betting on a Bubble, Bracing for a Fall - John P. Hussman, Ph.D - Hussman Funds
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Bill Gross - Privates Eye - (capitalism depends on population ever-growing) - ... I will go so far as to say that not only growth but capitalism itself may be in part dependent on a growing population. Our modern era of capitalism over the past several centuries has never known a period of time in which population declined or grew less than 1% a year. Currently, the globe is adding over 77 million people a year at a pace of 1.15% annually, but slowing. Still, that’s 77 million more mouths to feed, 77 million more pairs of shoes to make, 77 million more little economic units of demand – houses, furniture, cars, roads, oil – more, more, more. Capitalism, I would assert, thrives on more, more, and more, but not so well when there is less or an expectation of less.  ... - PIMCO Investment Outlook