I debated where to post this, as some will probably see it as controversial. However, I feel that the paper is well supported and some folks might find it useful that wouldn't normally make it over the the Boiler room page. Of course, it's a forecast(sort of) so take it for what it's worth.  It's also really hard to excerpt, as there's a lot of information and a lot of charts.  It's a 33 page pdf. So, I'm just going to link it .