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« Market Outlook | Main | The Fed Model and the Wall of Worry »

June 26, 2007



Scott -- Doug Kass, one of my colleagues at, is certainly no phony. His general skepticism was early, but eventually accurate. He also is quite willing to switch gears as circumstances change.


Scott wershensheim

Doug Kass is a phony.

Peter Davis

Yes, it's true that Doug Kass was early in his calls for a housing slump, a burst of the credit bubble and the pinch on an over-levered consumer. Some of this has played out and some has yet to occur (the consumer - although there are signs of slowing). I also agree that we all need to make up our own minds. Given that consumer spending and confidence will lag economic data, it's reasonable to assume that spending will slow. (Anyone want to guess what consumer confidence will be for August?)

But what I find most interesting is something I read in Jack Schwager's "Market Wizards" interview with Jim Rogers. Rogers commented that he always sells hysteria.


Without taking a side on the issue of where the economy is headed, I think it is probably too soon to evaluate Mr. Rothbort's post from February. It has only been about 4 months...


With regards to one of those experts and housing, it is time to call to account the analysis of Mr. Rothbort who has been on the opposite side of Mr. Kass

The stated fundamentals are certainly not looking supportive.

Mark Vane

Hey, I recently added a news widget from to my blog. It shows the latest news, and just took a copy and paste to implement. Might interest you too.

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