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
Auto Stocks Are Value Traps
* Over the last two months the outlook for the car business has deteriorated from an already low level * I would continue to avoid all auto stocks "It's deja vu all over again." - Yogi Berra Over the last 60 days I have conducted an extensive resear...
The Book of Boockvar
As my pal Peter Boockvar relates, a few important weeks lie ahead for the markets - especially of an earnings kind. It is fascinating watching many who hated Facebook at $170 pay $203 for the stock, or buying Amazon above $2000 when $1800 was ignore...
Why I'm Building a Large Speculative Long Position in Deutsche Bank
* For the first time in years, Deutsche Bank is showing a willingness to change and downsize in an attempt to confront the top-line sales and capital challenges This morning I want to outline, in general terms, the case to own DB. (I will have a mor...
Wally World or Bust
Danielle DiMartino Booth describes a market at gunpoint by the Fed as the global manufacturing recession continues: Central Banks are controlling market action and global trade at the margin dictates macroeconomics; the CPB's World Trade Monitor is ...
Tweet of the Day (Part Deux)
And another good chart from Charlie: Over 75% of stocks in the S&P 500 are now above their 200-day moving average, the most since February 2018. $SPX pic.twitter.com/Lq24oBT5aN — Charlie Bilello (@charliebilello) July 13, 2019
Tweet of the Day
As Charlie pictures, growth is so outperforming value and everything else (!): Ratio of the Tech sector to S&P 500 is at its highest level since January 2001. pic.twitter.com/rlLWhJhKof — Charlie Bilello (@charliebilello) July 13, 2019
Acosta and the Epstein Affair
Labor secretary Acosta is the first to be disgraced. As I wrote today and Thursday, the Epstein affair will have corporate and political ramifications.
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