Theories should have some

[peterb]

Theories should have some analytical basis as support. Consider the logic, place your bets. History may not exactly repeat itself, but it sure does tend to rhyme.
Here’s a couple that I find compelling:

http://www.doctorhousingbubble.com/

http://www.frbsf.org/publications/economics/letter/2009/el2009-16.pdf