Doug Kass of Seabreeze Partners Management stopped by the Fast Money set recently. Kass is known for his shrewd insights into the market. He identified the market top in 2008 and called the bottom in 2009. Kass is fearful about the stock market. Kass feels that the market is overvalued on a fundamental and technical basis. He thinks that corporate earnings are not going to justify the current valuation of many stocks.  He believes that second quarter earnings and a weak dollar are bad news for economic activity. It seems that Kass seems like commodities (oil, gold, metals) will continue their upward rise as long as the dollar is weak.