Bullish Bears?

Tuesday, October 21, 2008 | 12:00 PM

My pal Paul Kedrosky over at Infectious Greed discusses "notable market bears recently turned bullish. Granted, not all the bears are of the perma- variant, and their bullishness is considerably more nuanced than the fevered pom-pom shaking  you hear from the perma-bull side."

Paul includes:

Jeremy Grantham (Quarterly letter)

Doug Kass (Real Money)

Barry Ritholtz (October 10)

To that I would add:

Warren Buffett (you don't amass $46 billion in cash if you are bullish)

Ned Davis (Barron's)

John Hussman (commentary)

Bill Fleckenstein

Mike Panzner (over dinner last week, and just for a trade)

Todd Harrison, Minyanville.com


No sign of Peter Schiff, David Tice, Michael Panzner, etc., but that admittedly may require considerably more than a mere 40+% year-over-year decline, a few major banks and brokers going down, etc.

Feel free to add to the list in comments -- Bears who flipped bullish over the past few weeks . .  .

Tuesday, October 21, 2008 | 12:00 PM | Permalink | Comments (126) | TrackBack (0)
de.li.cious add to de.li.cious | digg digg this! | technorati add to technorati | email email this post

bn-image

TrackBack

TrackBack URL for this entry:
https://www.typepad.com/services/trackback/6a00d8341c52a953ef010535944295970b

Listed below are links to weblogs that reference Bullish Bears? :

Comments

Fleckenstein is bullish? Could someone put up a link?

Posted by: jamman | Oct 21, 2008 12:03:18 PM

The comments to this entry are closed.



Recent Posts

December 2008
Sun Mon Tue Wed Thu Fri Sat
  1 2 3 4 5 6
7 8 9 10 11 12 13
14 15 16 17 18 19 20
21 22 23 24 25 26 27
28 29 30 31      

Archives

Complete Archives List

Blogroll

Blogroll

Category Cloud

On the Nightstand

On the Nightstand

 Subscribe in a reader

Get The Big Picture!
Enter your email address:


Read our privacy policy

Essays & Effluvia

The Apprenticed Investor

Apprenticed Investor

About Me

About Me
email me

Favorite Posts

Tools and Feeds

AddThis Social Bookmark Button

Add to Google Reader or Homepage

Subscribe to The Big Picture

Powered by FeedBurner

Add to Technorati Favorites

FeedBurner


My Wishlist

Worth Perusing

Worth Perusing

mp3s Spinning

MP3s Spinning

My Photo

Disclaimer

Disclaimer

Odds & Ends

Site by Moxie Design Studios™

FeedBurner