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
The Book of Boockvar
Peter on investor sentiment and more virus info: Here is another market sentiment gauge that has reached extreme levels, the AAII measure of individual investors. Bulls rose 3.8 pts to 45.6 and that happens to be the most since October 4th, 2018 and...
Tweet of the Day (Part Deux)
Beijing joins Wuhan, Zhejiang, Macau in canceling #LunarNewYear celebrations. #China capital’s culture & tourism bureau says all public gathering activities, incl. traditional temple fairs, are off. (Holiday is normally major consumer spending time....
Some Good Morning Reads
* Big Tech is eating up the market. * Climate control may take down the markets. * The new bond market kings.
Recommended Reading
This is an important read (you need a NY Times subscription to read it): --Is China Setting Itself Up For a New Epidemic?
Tweet of the Day
Here is a vivid example of a terrible capital allocation strategy: Over the past 20 years, IBM has bought back $140 billion of its stock. Its current market cap: $127 billion. $IBM pic.twitter.com/RKpO9bN4aQ — Charlie Bilello (@charliebilello) Janua...
Between a Rock and a Hard Place
Danielle DiMartino Booth focuses on Japan this morning: The Bank of Japan's perpetual easing has failed to achieve its 2% inflation target; the trade war has made the yen a safe-haven, leading to 18 straight year-over-year monthly gains from July 20...
Managing Risk
In the belief that the market is materially overpriced but the timing of a market drawdown is so difficult to predict, I am ending the day very liquid (with a bunch of investment longs and some individual equity shorts) and with a meaningful put pos...
Chart of the Day (Part Deux)
All time high in the equity markets and a two month low in bond yields. To this observer it makes no sense...
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