How Morgan Stanley’s bearish strategist may be right for the wrong reason

Surely everyone’s contrarian impulses were triggered by the sight of the guy nicknamed Dr. Doom saying the biggest risk to markets is that the economy does too well, and given the S&P 500 SPXdid end lower (barely) on Monday, maybe a few people shared that thought.Kevin Muir, the former trader turned blogger, has a piece breaking down the current bear and bull market advocates. The bulls, represented by Jefferies strategist David Zervos, argue the Fed put is back in markets, on the poss