CONTENTS
Cover
Additional Praise for Doug Kass on the Market: A Life on TheStreetâ„¢
Title Page
Copyright
Dedication
Foreword
Preface
Chapter 1: Where It Began
Introduction
The Contrarian
A Longtime Bear Turns Bull
What a Long, Strange Trip It's Been
Chapter 2: 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
Chapter 3: 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
Chapter 4: 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
Chapter 5: 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
Chapter 6: 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
Chapter 7: 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
Chapter 8: 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
Chapter 9: Surprises
Introduction
Lessons Learned over the Years
Consensus Is Often Wrong
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
Epilogue
End User License Agreement
Guide
Cover
Table of Contents
Begin Reading
Begin Reading
Chapter 1
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