Although the housing market has stabilized over the last half a year, the chorus calling for a double dip in housing is growing louder as data such as this runs counter to a sustainable recovery thesis.

FORBES: Housing Starts Stumble After Stimulus

In other words, if needed, the Fed could double its capital level simply by calling the second half.

FORBES: Fed Bashers Stretch To Criticize Record Profit Paid To Treasury

But the 2012 consensus earnings estimate for Kronos is calling for close to double the earnings of 2011.

FORBES: Good Buys In A Market With Room To Run