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
Flying Under the Radar
Danielle DiMartino Booth continues to reject the notion of a "V" recovery: The six-month outlook index in June's ISM-New York rose to 67.1, well above the current conditions index of 39.5; given NYC accounts for 8% of U.S. GDP and 98.7% of nonfarm e...
Tweet of the Day
Europe's recession will be deeper & longer than previously expected: European Commission https://t.co/tOX7DftLxY pic.twitter.com/n3xEYOxcfN — Lisa Abramowicz (@lisaabramowicz1) July 7, 2020
Short Book Gets Thicker
I further built up my short book in the indexes late in the day. Thanks for reading my Diary and enjoy the evening. Be safe.
Investing and Trading
There is a tendency to think "either, or" in the markets. There is a tendency for traders to consider themselves as righteous in approach and there is, at times, a tendency for investors to consider their approach as superior. We chose our own lot...
Pride Goeth Before Fall
* Remember ... risk happens fast We are now at the point of time that aggressive day traders scoff at fundamental analysis and conservatism (embodied by the concept of 'margin of safety'). The intensity of that criticism is reminiscent of early 2000...
Looking at the Nasdaq
The Nasdaq index relative to the S&P index has just reached the peak dot.com valuation.
Undervalued Twitter
I recently moved to a large-sized Twitter position - buying on several occasions last week. The shares are measurably undervalued vis a vis other social media companies.
Stated Simply!
If I am correct in my assumptions and about my observations in my opening missive (that's always at issue!) - we are essentially in a bubble-like condition in stock valuations.
Back to SPY, QQQ
My index hedge recently has been confined only to being long . I have reentered a short just now at $316.20, and a short at $256.10.
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