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
Updating the Quarterly Outlook for Banks and Bank Stocks
* The 1Q is tracking in line with expectations With almost two thirds of the 1Q complete, let's take a fast dive into the emerging fundamentals of the banking industry. Here are the quick takeaways: * Capital markets activity and risk appetites are ...
The Subversion of Stock Prices
* A changing market structure has annihilated natural price discovery * Resultingly, I am more skeptical of the reliability of the charts that form the basis of technical analysis "Although I did a little flipping today to lock in some gains, I cont...
Chart of the Day
I have been writing about the vulnerability and "Peak Housing" over the last year, as affordability is challenged by rising home prices and rising mortgage rates (from resets). Here is confirmation from the January housing data: Source: NAR This dro...
Tweet of the Day
A UBS tracker puts global growth at the weakest in a decade, with Germany & Japan seeing the biggest slumps in manufacturing. https://t.co/pZVd10ukgc pic.twitter.com/FYG1kjTCel — Lisa Abramowicz (@lisaabramowicz1) February 21, 2019
More on Kraft Heinz
* I am surprised Kraft has accounting issues as it is "under the influence" of Berkshire Hathaway . What surprises me about the SEC accounting probe of Kraft is that Berkshire Hathaway has been the largest investor (with 26.7% of the company) and is...
Sold My Kraft Heinz In the After Hours
"Just one more thing" - Lt Columbo When a company is being investigated for accounting issues by the SEC, as Kraft Heinz has been , my discipline is to immediately sell the position - which I have in the after hours (for a loss). Kraft Heinz stock ...
See You Bright and Early on Friday
Stocks had their obligatory end of day rally but remained in the red. Thanks for reading my Diary and I will see you bright and early tomorrow morning.
Atlanta Fed's Move
Break in. The Atlanta Fed trims their 4Q2018 Real GDP forecast to +1.4%.
Stated Simply
* From my perch, market participants are back wearing rose colored glasses I don't value Wall Street research as much as most. I prefer to do my own research. Today I visited or had telephone conference calls with four companies in four different in...
Why a Recession May Appear Before a Yield Inversion
* The 2s/10s yield curve continues to flatten and is now down to only 16 basis points * Yield inversions, over the last five decades, have always coincided with a domestic recession * But, in the current cycle, higher debt loads may press the U.S. e...
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