[bubbleRefuge]

You are right, and there is no fracking boom on the horizon to save us. We just had 0.5% gdp growth. Where is the growth needed to sustain the stock market going to come from? If you read between the lines, Icahn is essentially saying that monetary policy is not effective as an elixir for the economy, though it may be a short term elixir for speculators, and that absent Keynesian fiscal policy(thank you politicians) he doesn't see growth drivers.