Sterling Liddell, the economist (actually an econometrician) I referred to in my post this week has made his presentation - Where do we go from here? - available on the Iowa Farm Bureau website. (Click on the market Advantage 2007 box.)
While PowerPoint presentations lose some of their impact when simply read, this one at least uses complete thoughts instead of cryptic clues I favor to keep people from reading ahead during a speech, so you can extract much of his logic.
[Update: another link for the presentation is here]