Kass: The Anti-Cramer Returns

This blog post originally appeared on RealMoney Silver on Aug. 10 at 8:42 a.m. EDT.

It is clear that Jim "El Capitan" Cramer and I are in some disagreement regarding the future of both the economy and the stock market over the near to intermediate term.

Let's try to examine the primary differences so that our future polemic can be more focused.

Neither Jim nor I are econometricians, so neither of us knows exactly what trendline GDP growth will be in 2010 and beyond. We both read everything on the subject of the economy, but, frankly, we both prefer picking stocks to making economic predictions/models. ...