Kass updated his market analysis–good clear read:    I have recently downgraded my previously more optimistic expectations for the U.S. stock market, reflecting the confluence of the following four factors, which form a potentially toxic market cocktail.http://realmoneypro.thestreet.com/dougs-daily-diary?published%5Bvalue%5D%5Bdate%5D=2012-07-10#more-fast-times–20120710

Cramer on CNBC this morning warned against investing in Financial, Technology (except AAPL) and Industrials.   Cramer says DO invest in USA companies not a company which does business in Europe or China etc.

Listen to the Einhorn visit at CNBC this morning.   http://video.cnbc.com/gallery/?video=3000101315&play=1