Two unassociated analysts I've known and followed for years have each reiterated their belief we won't see any meaningful recovery until late 2011-early 2012. I like these guys because they've always been cautious and don't jump on bandwagons.
A third has continued his statements warning about a swift change/collapse in our currency. effectively the US filing BK on our national debt.
On the upside my lunch was really good.