Kass’ Dirty Dozen

As mentioned previously, to avoid confirmation bias, I force myself to read some folks whom I disagree with. When Doug Kass and I are out of phase, as happens now and again, he is the perfect foil for me.

Which is why this works so well: A perspective from Dougie which lists potentially disruptive factors that might impact markets:

1. US Politics
2. Euro Politics
3. Interest rates
4. Economic deterioration
5. Fiscal issues
6. Deflation
7. Strategists excess bullishness
8. Housing
9. Black swans
10. Fund flows
11. The nothing but Apple (AAPL) market.
12. Technical deterioration

You can see the full run over at Real Money Pro (subscription). (Update:Moved to free site)


Consolidation versus Crash (April 10th, 2012)

Dirty Dozen
Doug Kass
Real Money Pro, April 19, 2012  

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