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All this week I take the bull position in a bull/bear debate on the Capital Commerce blog at US News & World Report, hosted by James Pethokoukis. Taking the bear position is Barry Ritholtz, with whom I occassional cross paths on CNBC's Kudlow & Co. If you want to catch up on the debate, here's a like to round one, and here's a link to round two. For round three, I present a couple of graphics. They can't be posted directly on the US News site for some reason, so I am posted them here and linking to them from there. So if you're here because you followed those links, welcome! As long as you're here, why don't you sign up for email alerts! Here are the charts...

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