If you want in-depth analysis of why this is a completely mad bubble (hopefully with an imminent prick coming from the legislature or government rolling back the lobby-led liberalisation of the Bush years) you could do far worse than a fantastic hedge fund analyst's view; here's the summary http://www.businessweek.com/news/2010-05-27/eisman-of-big-sh... and here's the SUPERB presentation (on scribd) about the reasoning behind shorting certain for-profit ed stocks: http://www.marketfolly.com/2010/06/response-to-steve-eismans...