A template rebuttal
Start with a fair, one-paragraph summary of the argument you're responding to, so a reader who hasn't clicked through knows what's at stake.
Quote the specific claim you disagree with here, word for word, so you're arguing with what they actually said rather than a caricature.
Where we disagree
Lay out the counter-argument. Be specific about the evidence or the logic you think is wrong, and say what would change your mind.
What we'd watch
End with the data or events that would settle the disagreement one way or the other.
Nothing here is investment advice.