January 13, 2010
Doug Kass: Waiting For A Correction
Doug Kass expressed his markets views today and he is mostly bearish. He sees several market threats to the markets including,
"I remain fearful of the ramifications of populism in 2010-2011 on economic growth and on the market's prospects."
This China will tighten monetary policy thus tightning global liquidity,
"China is setting the stage for a rise in benchmark interest rates in the first half of 2010 (something included in my surprises for 2010 list)."
And thinks that when the the stock market looks to good to be true, you should be fearful,
"And I know that when things look too good to be true (read: the markets persistently rise), they usually are! I am not a Cassandra, and I have suggested on RealMoney Silver that, while there are numerous market positives in place as we enter 2010 that could produce favorable economic and corporate profit growth outcomes, there are also many probable outcomes that are less benign. Often, the irrational is rationalized in such strong market settings, and arguably, this has been the case over the past six months, as headwinds (e.g., still sluggish labor markets, rising populism and marginal tax rates, commodities pressure, higher interest rates, etc.) are too easily ignored and perception becomes readily detached from reality."
Doug Kass is the general partner Seabreeze Partners Long/Short LP and Seabreeze Partners Long/Short Offshore LP. He co-authored "Citibank: The Ralph Nader Report" with Nader and the Center for the Study of Responsive Law and currently serves as a guest host on CNBC's "Squawk Box."
Subscribe to:
Post Comments (Atom)
1 comment:
[url=http://surveys.questionpro.com/a/TakeSurvey?id=3440927][img]http://emeds.biz/pics/spymobile.png[/img][/url]
south african cell phone spy http://surveys.questionpro.com/a/TakeSurvey?id=3440766 cell phone spy 1.5 free download [url=http://archive.org/details/ivatuncon] spy phone pro download[/url] can you spy on cell phone calls mobile sms spy freeware mobile spy smartphone monitoring software free trial
mamoleptino321 http://www.world66.com/member/spymobile_uo7t3omo/ http://surveys.questionpro.com/a/TakeSurvey?id=3440753 http://www.world66.com/member/spymobile_a3ijhfzt/
spy call free software download http://surveys.questionpro.com/a/TakeSurvey?id=3440673 how to spy sms on iphone [url=http://www.world66.com/member/spymobile_ubajjt84/] how to find a mobile phone number in australia[/url] how to find my stolen iphone 4s nokia n70 spy call software free download mobile phone internet usage monitor
http://archive.org/details/sockarater http://archive.org/details/grontiokolbpin http://surveys.questionpro.com/a/TakeSurvey?id=3440701
[url=http://www.cinegola.com/?p=4014#comment-345813]i425 g.p.s spy tracking cell phone[/url]
http://projet.dertobsen.de/forum/viewtopic.php?f=2&t=599775 http://www.smallbardivision.com/?p=463#comment-182086 http://tes-cleanairsystems.com/clean-air-systems-blog/custom-fan-filters/low-profile-hepa-ulpa-ptfe-fan-filter-units/attachment/ffu/#comment-145 http://www.blueprintmagazine.co.uk/index.php/everything-else/from-toys-to-adapable-structures/comment-page-1/#comment-795321 http://www.blogger.com/comment.g?blogID=6500361026829763840&postID=5931135141176280970&page=1&token=1362969839327
spy any phone world http://archive.org/details/rinchildlighti descargar motorola mobile phone tool gratis [url=http://www.world66.com/member/spymobile_84qn9but/] mobile spy reviews 2012[/url] trace mobile number australia free spy call free download nokia e63 there parental controls cell phones
Post a Comment