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
Tilson on GameStop
Great stuff on GameStop from my pal, Whitney Tilson: 1) Like everyone else who follows the markets, I can't tear my eyes away from the stock of video-game retailer GameStop GME, which in recent weeks has been on one of the wildest rides I've ever se...
Subscriber Comment of the Day
On Verizon : frdgrouper1 jesusishere he should respond but I will instead. This is Morgan's commentary: 4Q20 Earnings: EPS Beats By 5c, But Phone Net Adds Falls Short; 2021 Guidance Solid (+) EPS beats by3c,FCF higher. Adjusted EPS of $1.21 beat b...
Verizon Earnings
Verizon had a weak response to the EPS report. I have been busy this morning and haven't had a chance to review it carefully or go over the conference call. That's tonite's homework.
Wanna Bet?
* The Federal Reserve bails out one thing after another. * As it moves further out on the tree branch - at some point the branch will snap! Check out the date on my Tweet below in response to Bullard's comments and Walter Bloomberg's tweet in May, 2...
Congratulations, Fed?
So the Fed has achieved at least in the housing market the inflation that it wants as S&P CoreLogic said home prices rose +9.5% year over year in November. The 20 city index saw a +9.1% year over year jump. Congratulations Fed! If you own a home...
Some Good Morning Reads
* 21 reasons to hope this year. * With Democrats in control, why investors should be high on cannabis. * Tom Brady.
The Book of Boockvar
Peter asks, will interest rates rise this year: I know you didn't wake up thinking about the Czech National Bank ahead of tomorrow's FOMC meeting but it is a hint of what's to come in the back half of 2021 when the vaccine is mass rolled out. They ...
Don't Know Much About History... Don't Know Much Biology
* Respect different approaches of delivering trading and investing profits * "Get it while you can" but recognize that speculation has now formed a lengthy convoy * The magnitude of recent speculative activity, based on history, may result in a shor...
Tweet of the Day (Part Trois)
"Depending on how these three factors shake out, the world could be facing several years of a halting post-pandemic transition—one marked by continued viral evolution, localized outbreaks, and possibly multiple rounds of updated vaccinations." @NGeo...
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