Huh?

Kevin Caron an equity strategist from Ryan Beck was the guest to cover US markets during the first half hour of Asian Squawk Box today. Did anyone hear this interview? To hear him speak, they have gotten every major call right over the last couple of months. I have no idea about this because he is not on very often but take it from him he's been right about everything.

He said they have been selling higher beta and small cap names, they have expected consumer spending to grow at the exact pace it has been, well you get the idea.

But that is not the point of this post, because for all I know he could have been right about all of it. No, the point of this post is that Mr. Caron hangs his hat at the same firm as Joey Bats. Big Joe is on TV a lot. Mr. Caron expressed concerns about areas of the market that they have had for a while. Have I missed something? Has big Joe expressed caution about the market at any time in the last few months? If he has I haven't seen it. Anyone, feel free to correct me on this.

So if I am right about this we are getting different messages from two guys at the same firm. This goes on a lot but Joe hasn't been right about the market yet again. Has he ever been correctly bearish? If not how can anyone take his bullish calls seriously? That he gets air time and has a job baffles me.