Kass: Looking Good, Mr. Market

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This scenario, if accurate, could produce a final leg up for stocks as previously reluctant investors commit.

In summary, after being a market-agnostic, color me more impressed. I have put my money where my pen is -- and in the weakness over the past three days, I have moved back up to a 50% net long exposure.

And that level of exposure might be too low in the time ahead.

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At the time of publication, Kass and/or his funds had no positions in the stocks mentioned, although holdings can change at any time.

Doug Kass is the president of Seabreeze Partners Management Inc. Under no circumstances does this information represent a recommendation to buy, sell or hold any security.



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