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Doug Kass

For those of you who follow the market, you'll know that things have been anything but bright over the past six months.

A little glimmer of hope comes from Doug Kass. I love Doug Kass, who called the bottom of the recession a couple of years ago. He's basically calling another bottom now with a rebound on its way.

This relates to an earlier post I had where I was saying that for a true rebound we needed two things. Obviously job growth and unemployment to start coming down. But more importantly... we needed some degree of confidence to return to the markets.

I think it's a great sign when someone with a level head like Doug Kass is turning bullish for the second half of the year.

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