And while stocks rallied sharply higher in October, managers entered the fourth quarter with low exposure levels and were caught off guard by the double-digit rally.

FORBES: It's Official: Hedge Funds Had Their Worst Year Since 2008

Fund managers and financial advisers who increased their exposure even higher concede that China's period of double-digit growth may be over.

WSJ: With Bad News Pouring Out Of China, Fund Managers Rush In

Those papers fail to use double-blind methods to strip out possible researcher bias, and most rely on self-reported mold exposure by patients, many of whom are involved in mold lawsuits.

FORBES: Companies, People, Ideas

Cohen notes that subscription-driven business with higher cable and international exposure will likely be better performers if there is a double dip.

FORBES: Fearing Recession, Merrill Wary On DIS, DISH, DTV, DWA