Doug Kass on the Market: A Life on TheStreet

Foreword xiiiJames J. CramerPreface xviiWhere It Began 1Introduction 1The Contrarian 2A Longtime Bear Turns Bull 5What a Long, Strange Trip It's Been 9Short-Selling 13Introduction 13The Case for Short-Selling 14Short-Sellers under Fire 18How to Short 21Lehman Can't Blame Shorts 23Stop Pointing Fingers at Short-Sellers 25Blame Game Is Dishonest 2711 Ways to Fix the Short Ban 29Leave the Short-Sellers Alone 32In Defense of Short-Selling 39Lessons Learned 43Introduction 43Sniffing Out Bad Stocks 44Laugh at Your Own Expense 45When the Bond Market Talks, Listen 46Poker Is Flush with Insight for Traders 48My Tenets of Investing 5012 Investment Principles for the Abyss 54My Recession Checklist 55Kill the Quants, Punish the ProBears 57Chase Value, Not Price 60Six Ways to Right Your Wrongs 62Four Stages of Market Turning Points 63Moving On 65Adapting to Mr. Market 67In Bernanke We Trust? 68America's Pastime Applies to Markets 72Let the Trading Day Commence 76A Delicate Balance 85The Lion's Share 86What to Do When You're Wrong 91Beware the Stock Market Trading Jones 92Addressing the Fiscal Cliff 97One Shining Moment 102Time Frames and Exposures 105Such a Long Time to Be Gone and a Short Time to Be Here 10810 Laws of Stock Market Bubbles 112My Stock Market Super Bowl Indicator 116The Great Decession: Subprime and Credit/Debt Crisis 119Introduction 119Trouble Looms for the Homebuilders 120Stretched Consumer Nears Tipping Point 123When the Walls Come Tumbling Down 127When the Walls Come Tumbling Down (Part Deux) 129Housing Headed to the Woodshed 132Housing's Softness Has Long Reach 134Subpar Subprime a Growing Problem 136Ratings Are Subprime's Dirty Secret 138Subprime Fungus Will Spread 139Subprime's Siren Call 141Four to Blame for the Subprime Mess 147Fed Is No Savior in Subprime Slide 151The Simple Math of Subprime's Slide 152Housing Red Ink Could Spell Recession 155Hedge Funds' Dirty Little Debt Secret 157Loaded Up on Leverage 159Don't Underestimate How Bad Things Are 162No Quick and Easy Fix for This Market 164Brokers' Profits Riskier 167Shaking Off the Credit Nightmare 169Blinded by the Derivatives Boom 170A Market on the Brink 176Two Solutions to What Ails the Market 179Ready for the Bear Stearns Challenge? 183Investors Have Lost Their Innocence 189Wall Street Has Sold Out America 191Welcome to Dystopia 193Harder than the Average Bear 198Recovery 201Introduction 201The Parable of the Mustard Seed 202On the Road to Recovery 204Fear and Loathing on Wall Street 207Bottoms Up, Mr. Market 215Bottom Call (Part Deux) 217Printing an Important Market Bottom 219It Ain't Heavy, It's a Bottom 220The Little Market that Could 223Against the Grain 227Introduction 227Experts Agree, Recession Is Over 228Market Has Likely Topped 229Bearish Arguments Are Roaring 232Top 20 Signs How Bad the Economy Is 238More Nuance Is in Store 239We Are the World 243The Decade of the Temporary Worker 246The Scale Tips to the Bullish Side 249The Lost Decade Has Passed Us 253Equities Edge toward a Top 255More on Screwflation 259A Contagion of Black Swans 261Apocalypse Soon 26310 Reasons to Buy American 269The Case for Shorting U.S. Bonds 271Residential Real Estate Is Ready to Recover 274The Bear Case for Apple 276A House Divided against Itself 280Beware the Interest Rate Cliff 284Housing Faces a Credit Event 286QE's Growing Impotence 290Flawed Case for a Bull Market 292Everybody in the Pool 296Expect the Unexpected in 2014 298Climbing a Wall of Complacency 301Turn, Turn, Turn 305Wall Street Personalities 309Introduction 309A Soros Story 310The Bearded Prophet of the Apocalypse 312On Being Jim Cramer 315Defending Cramer 316Defending Cramer (Part Deux) 319Leon Cooperman and James Brown: The Godfathers of Hard Work 322Ben Stein Whistles Past Mortgage Mess 324Curb Your Enthusiasm, Ben Stein 326Ben Stein Blames You 328Eat My Shorts, Ben Stein 335My Q&A with Nouriel Roubini 337The Orchid Indicator 339The Most Important Book 342The Gospel According to Barton Biggs 347Walt's Wit 350Alan Abelson and Me 354An Open Letter to Sir Larry Kudlow 358More Remarkable Tales of Boca Biff 360Buffett Watch 373Introduction 37311 Reasons to Short Berkshire 374Buffett Veers Off His Investment Path 379Warren Buffett Has Lost His Groove 381Buffett Brought Down to Earth 383Is This the End of Warren Buffett? 384One of the Worst Beatings Ever 386Buy American? I'm Damned! 390Burlington Bet Could Derail Berkshire 395Omaha, Here I Come! 396My Pilgrimage to Warren Buffett's Omaha 398Warren and Me 401Little-Known Facts about Warren Buffett 404Conversing with the Oracle 406My Berkshire Q&A Recap 413The Rabbi and the Oracle 421Lessons Never Learned 424Surprises 427Introduction 42725 Surprises for 2003 430Surprises in Store for 2004 431Some Surprises in Store for 2005 434Surprises for 2006 43825 Surprises for 2007 44420 Surprises for 2008 45020 Surprises for 2009 45420 Surprises for 2010 46115 Surprises for 2011 46615 Surprises for 2012 479Five More Surprises for 2012 48815 Surprises for 2013 48915 Surprises for 2014 505Epilogue 517