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
Some Good Afternoon Reads
* The story of cheap batteries - from smartphones to Tesla. * Does a 60/40 portfolio have a future? * Why does everyone hate tail risk hedgers?
Bullish Evercore
Here is the bullish case for the market from Evercore - which I do not endorse by the way! Resilience Underwritten by Fundamentals SUMMARY: The recent sharp decline in the S&P provided a good opportunity to add risk, which investors are doing again ...
The Data Mattas
The preliminary September Markit manufacturing and services composite index for the U.S. fell slightly month over month to 54.4 from 54.6. Manufacturing improved to 53.5 from 53.1 but was offset by a -0.4 point drop in services to 54.6. With respec...
Morning Musings From Sir Arthur Cashin
(Tuesday's comments appear at the end.) In my pre-opening comments yesterday, I suggested that the market might be somewhat range bound for the day's trading. It certainly did turn out to be range bound but the range was a bit narrower than I and s...
Back Short Tesla
After what I would describe as a disappointing "Battery Day", which raises more execution issues, I am back in a small short in Tesla . Tesla is on my Best Ideas List (short). Here is my short thesis.
Subscriber Comment of the Day (Part Deux)
Again from Mikey: badgolfer22 dougie thinks I pick on the banks because of him..not true..the charts continue to look horrible. BUT..I do like the long term chart and very short term chart of WMT. If the bull mkt continues, Walmart looks like it ca...
The Market Is a Discounting Mechanism
"Investment wisdom is always 20/20 when viewed in the rear view mirror" - Kass Diary The last two weeks are a good example of the benefit of anticipating news and lower stock prices -- and being short and then, acting on the news, in this case - and...
Bullishly Positioned for the Very Near Term
* Though negative over the intermediate timeframe * Markets are complex and nuanced * I am not a Perma anything - I am a Contrarian * Stay flexible, unemotional, avoid dogma and be opportunistic in your trading I ended yesterday's columns with the...
Walmart Positioning
I failed to say that I have moved to a large-sized position in Walmart . This fell thru the cracks. Mea culpa. Here is my thesis.
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