This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.

• Doug Kass (TheStreet.com): Bearish arguments are roaring, September 14, 2009. In summary, the market has discounted favorable expectations (certainly against forecasts four months ago!) and seems more “certain” of a self-sustaining recovery cycle outcome. Reflecting the gravity and weight of so many inhibiting factors, I see a much broader range of possible outcomes and less certainty than some of the newly printed bullish market participants. The credit expansion of the last several decades has reversed, it will take time to reverse the damage to net worth and confidence, the consumer remains in a fragile state, corporations will make do with more productive but fewer personnel (job growth could continue to disappoint), there are no apparent drivers to replace the role of