Montcabrer, Cabrales, Ubriacone, Wynendale, Strachitunt, and Grayson
i'm neither smart enough nor brave enough to suggest that the professor is wrong (plus, i agree with him), but i'm mildly encouraged by the fact that doug kass is getting bullish...kass has had a great call for the last couple years and just listed a 20% US equity market rally in the first half as one of his "possible improbable" predictions. given that public security prices tend to bottom a couple quarters before the real economy, maybe things will be looking up sooner than we (rightly) fear.
Hit with your best shot! That will be the battle cry for 2009 it seems.I will lament 2008 for many months... that will hopefully lead me distracted from further deterioration and the welcomed boom of oil prices for the summer. !!Start buying futures in February... (hint hint hint.)!!
Daniel, please define mildly. How encouraged were you before reading Kass on a scale of 1 - 100? What was it after reading Kass?
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