Cullen Roche: Profit Margin Compression

"With earnings season largely finished we are beginning to generate some solid conclusions. One persistent trend this earnings season has been margin compression across many companies as costs surge."

Cullen Roche, in The Pramatic Capitalism

Doug Kass: Another Leg Down In Home Prices

”I now expect another leg down in home prices of at least 5% and probably closer to 10%.”

Doug Kass, president of Seabreeze Partners and CNBC Contributor

Doug Kass: The Housing Market Will Be The Catalyst For A Bear Market

”My father was a dentist and he always used to tell me your mouth is central to the health of your body. It’s the same thing with housing. Housing is central to the health of our domestic economy.”

Doug Kass, president of Seabreeze Partners and CNBC Contributor

Related: Lennar Corp. (LEN), KB Home (KBH), Toll Brothers (TOL), SPDR S&P 500 Index ETF (SPY)