As a pundit of sorts, I try not to pay too much heed to what other pundits say, lest I get caught up in the kind of groupthink that often prevails. Pundits can be persuasive, and I know all too well that those who get exposure do so largely because they can present a convincing argument. They usually have a way of sounding certain about their predictions and analysis, even in a market defined by uncertainty. That is…