There will always be recessions and bubbles. Saying that one is coming isn't useful because they are as certain as a sunrise. "If you always think that tomorrow you're going to die - one day you'll be right".

Being able to show how, when and what WILL happen is when you are actually showing true value. Every one of these bubble situations has been different and caused by different macro factors and the results only look the same when you zoom waaaaaaaaay out and lose sight of the details.