Kass: Look for a Rally

This blog post originally appeared on RealMoney Silver on July 2 at 7:37 a.m. EDT.

I now expect a rally in equities. Indeed, it is not inconceivable that the market has hit a yearly low.

Unconventional thinking is more likely to be found on a lonely path than on a crowded committee.

"Establishing and maintaining an unconventional investment profile requires acceptance of uncomfortably idiosyncratic portfolios, which frequently appear downright imprudent in the eyes of conventional wisdom." ...