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)
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Fleckenstein is bullish? Could someone put up a link?

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

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