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
Revenge of the Nerds... or Revenge of the Turds?
"Those nerds are a threat to our way of life." - Stan Gable (Alpha Betas' fraternity star quarterback) Revenge of the Nerds was a movie released in 1984 that chronicles a group of nerds (led by best friends and computer science majors, Lewis Skolni...
The Book of Boockvar
Europe driving the bus today... Today it's the Europeans that are driving the equity rally. We haven't said that in a while. In the works for weeks, a 750b euro borrowing binge by the European Commission will then get parceled out in grants (500b e...
Is Mnuchin Buying Stock Futures?
* My speculation about possible government purchases of stock futures may be farfetched. * But, then again, it may not be! Back in early February I asked, in a column, "What's With Futures at 3 am Every Morning?": More (strange) night moves. Once ag...
Some Good Morning Reads
* How MedMen went up in smoke. * Creative destruction. * The case for letting the restaurant industry die.
Small-Cap Wipe Out
From Jonathan Golub at Credit Suisse - "2Q EPS: Small Cap Wipe Out": Small Cap EPS Expected to Decline 95% in 2Q 2Q is expected to be the worst of the current crisis for both economics and profits, with consensus expectations for a -95% contraction ...
Consumers Showing Their Grays
Danielle DiMartino Booth sees a sclerosis in economic growth and some permanent scars: While the decline in consumer confidence was arrested in May, with households expressing optimism in a hoped-for rush of job recreation, uncertainty persists; the...
Brian Wesbury on Risk
Though I rarely agree with him (and I don't in this case), from my friend Brian Wesbury: Miscalculating Risk: Confusing Scary With Dangerous The coronavirus kills, everyone knows it. But this isn't the first deadly virus the world has seen, so what ...
Booyah, Banks!
Bank stocks look poised and are well bid in premarket trading. is indicated +$3 on top of yesterday's +$7 gain. (It is my Trade of the Week). looks like it might open above $200/share!
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