Doug Kass on the Market

Table of Contents
Where It Began

• Introduction
• The Contrarian
• A Longtime Bear Turns Bull
• What a Long, Strange Trip It’s Been
  

Short-Selling

• Introduction
• The Case for Short-Selling
• Short-Sellers under Fire
• How to Short
• Lehman Can’t Blame Shorts
• Stop Pointing Fingers at Short-Sellers
• Blame Game Is Dishonest
• 11 Ways to Fix the Short Ban
• Leave the Short-Sellers Alone
• In Defense of Short-Selling
  

Lessons Learned

• Introduction
• Sniffing Out Bad Stocks
• Laugh at Your Own Expense
• When the Bond Market Talks, Listen
• Poker Is Flush with Insight for Traders
• My Tenets of Investing
• 12 Investment Principles for the Abyss
• My Recession Checklist
• Kill the Quants, Punish the ProBears
• Chase Value, Not Price
• Six Ways to Right Your Wrongs
• Four Stages of Market Turning Points
• Moving On
• Adapting to Mr. Market
• In Bernanke We Trust?
• America’s Pastime Applies to Markets
• Let the Trading Day Commence
• A Delicate Balance
• The Lion’s Share
• What to Do When You’re Wrong
• Beware the Stock Market Trading Jones
• Addressing the Fiscal Cliff
• One Shining Moment
• Time Frames and Exposures
• Such a Long Time to Be Gone and a Short Time to Be Here
• 10 Laws of Stock Market Bubbles
• My Stock Market Super Bowl Indicator
  

The Great Decession: Subprime and Credit/Debt Crisis

• Introduction
• Trouble Looms for the Homebuilders
• Stretched Consumer Nears Tipping Point
• When the Walls Come Tumbling Down
• When the Walls Come Tumbling Down (Part Deux)
• Housing Headed to the Woodshed
• Housing’s Softness Has Long Reach
• Subpar Subprime a Growing Problem
• Ratings Are Subprime’s Dirty Secret
• Subprime Fungus Will Spread
• Subprime’s Siren Call
• Four to Blame for the Subprime Mess
• Fed Is No Savior in Subprime Slide
• The Simple Math of Subprime’s Slide
• Housing Red Ink Could Spell Recession
• Hedge Funds’ Dirty Little Debt Secret
• Loaded Up on Leverage
• Don’t Underestimate How Bad Things Are
• No Quick and Easy Fix for This Market
• Brokers’ Profits Riskier
• Shaking Off the Credit Nightmare
• Blinded by the Derivatives Boom
• A Market on the Brink
• Two Solutions to What Ails the Market
• Ready for the Bear Stearns Challenge?
• Investors Have Lost Their Innocence
• Wall Street Has Sold Out America
• Welcome to Dystopia
• Harder than the Average Bear
  

Recovery

• Introduction
• The Parable of the Mustard Seed
• On the Road to Recovery
• Fear and Loathing on Wall Street
• Bottoms Up, Mr. Market
• Bottom Call (Part Deux)
• Printing an Important Market Bottom
• It Ain’t Heavy, It’s a Bottom
• The Little Market that Could
  

Against the Grain

• Introduction
• Experts Agree, Recession Is Over
• Market Has Likely Topped
• Bearish Arguments Are Roaring
• Top 20 Signs How Bad the Economy Is
• More Nuance Is in Store
• We Are the World
• The Decade of the Temporary Worker
• The Scale Tips to the Bullish Side
• The Lost Decade Has Passed Us
• Equities Edge toward a Top
• More on Screwflation
• A Contagion of Black Swans
• Apocalypse Soon
• 10 Reasons to Buy American
• The Case for Shorting U.S. Bonds
• Residential Real Estate Is Ready to Recover
• The Bear Case for Apple
• A House Divided against Itself
• Beware the Interest Rate Cliff
• Housing Faces a Credit Event
• QE’s Growing Impotence
• Flawed Case for a Bull Market
• Everybody in the Pool
• Expect the Unexpected in 2014
• Climbing a Wall of Complacency
• Turn, Turn, Turn
  

Wall Street Personalities

• Introduction
• A Soros Story
• The Bearded Prophet of the Apocalypse
• On Being Jim Cramer
• Defending Cramer
• Defending Cramer (Part Deux)
• Leon Cooperman and James Brown: The Godfathers of Hard Work
• Ben Stein Whistles Past Mortgage Mess
• Curb Your Enthusiasm, Ben Stein
• Ben Stein Blames You
• Eat My Shorts, Ben Stein
• My Q&A with Nouriel Roubini
• The Orchid Indicator
• The Most Important Book
• The Gospel According to Barton Biggs
• Walt’s Wit
• Alan Abelson and Me
• An Open Letter to Sir Larry Kudlow
• More Remarkable Tales of Boca Biff
  

Buffett Watch

• Introduction
• 11 Reasons to Short Berkshire
• Buffett Veers Off His Investment Path
• Warren Buffett Has Lost His Groove
• Buffett Brought Down to Earth
• Is This the End of Warren Buffett?
• One of the Worst Beatings Ever
• Buy American? I’m Damned!
• Burlington Bet Could Derail Berkshire
• Omaha, Here I Come!
• My Pilgrimage to Warren Buffett’s Omaha
• Warren and Me
• Little-Known Facts about Warren Buffett
• Conversing with the Oracle
• My Berkshire Q&A Recap
• The Rabbi and the Oracle
• Lessons Never Learned
  

Surprises

• Introduction
• 25 Surprises for 2003
• Surprises in Store for 2004
• Some Surprises in Store for 2005
• Surprises for 2006
• 25 Surprises for 2007
• 20 Surprises for 2008
• 20 Surprises for 2009
• 20 Surprises for 2010
• 15 Surprises for 2011
• 15 Surprises for 2012
• Five More Surprises for 2012
• 15 Surprises for 2013
• 15 Surprises for 2014