AUTHORS
Doug Kass
Doug Kass is the president of Seabreeze Partners Management Inc. Until 1996, he was senior portfolio manager at Omega Advisors, a $6 billion investment partnership. Before that he was executive senior vice president and director of institutional equities of First Albany Corporation and JW Charles/CSG. He also was a General Partner of Glickenhaus & Co., and held various positions with Putnam Management and Kidder, Peabody. Kass received his bachelor's from Alfred University, and received a master's of business administration in finance from the University of Pennsylvania's Wharton School in 1972. He co-authored "Citibank: The Ralph Nader Report" with Nader and the Center for the Study of Responsive Law and currently serves as a guest host on CNBC's "Squawk Box."
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Recent Articles By The Author
Oil Vey! A Tactical Short in Energy
Marko, Christyan and Dubravko recommend a tactical short in energy stocks after the close: Market and Volatility Commentary Tactical short energy trade (but secular uptrend intact) By Marko Kolanovic, PhDAC, Christyan F MalekAC, Dubravko Lakos-Bujas...
Until Next Time
I am out of the office so I don't have access to after-hours movers, breadth, etc. Thanks for reading my diary; enjoy the evening. Be safe. Comments on the market will arrive in the early morning.
Wolf Street: Crazy Jobs Market
Wolf Street on the jobs market. When Will the Waves of Layoffs Loosen this Crazy Labor Market? ' Wolf Street
Scratching My Head on Microsoft Action
I am not sure why the market sold off on the Microsoft /FTC news, but it did. I added to my net long exposure.
Break in! FTC on MSFT
The FTC's announcement to sue over the Activision deal seems to be the factor contributing to the selloff from the highs.
Real-Life Trades in Meta, MSFT
Selling some more Microsoft at $248.23 and Meta at $115.48.
BREIT Idea: Getting Blackstone
I have been consistently negative on the publicly held private equity firms (KKR and Blackstone ) over the last 12 months. Recently the shares of BX have dropped by nearly 30% over the last four weeks -- in some measure because of its decision t...
Sir Arthur Cashin's Take on the Oversold Market, 10-Year Yield
Midday musings from Sir Arthur Cashin: So far, the oversold condition that began to kick in yesterday has reasserted itself and so we had this mild to moderate bounce back throughout the morning. The oversold was strong enough that it might allo...
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