One thing I will say for the Goldman people is that they are pretty good at spotting trends.
It's interesting, to say the least, that their tea leaves are telling them to arm themselves.
For the bang-list.
I won't go into all my analysis (I'm nobody special anyway), but my own prediction/analysis has a troubling dual path leading to the same end of massive riots hitting about the summer of 2013. The dual path I'm referring to is either (1) a conservative resurgence followed up with stern and serious austerity measures to balance the budget or (2) continued Democratic dominance resulting continued spending and erosion of the dollar, etc., leading to increasing economic paralysis and collapse.
Either way, I'm expecting that the pain either from welfare cuts or from economic collapse will be hitting critical mass following the 2012 elections. I just hope we have that long.