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
Happy Passover!
Happy Passover to our subscribers, our contributors, management of TST and to our editors. An abundant table. A warm gathering of family and friends. Raising our glasses to the future, always mindful of the past. Passover is a celebration of gratitu...
Happy Easter!
May our subscribers, contributors, editors and management of TST feel the hope of new beginnings, love and happiness during this joyful Easter holiday. Thank you for reading my Diary today and all week.
Acreage Holdings!
* There is an enormous amount of late stage market advance "stuff" going on these days! Acreage, the subject of a Canopy Growth takeover traded as high as $30/share today. The shares are now $22.62/share. Lots of smoke and mirrors out in this market...
The Data Matters
This week, though a short one, was rich in macroeconomic data so I thought it would be helpful to review the positives and the negatives. This is particularly so because we are getting wholesale differences in the interpretation of the future trajec...
Crazy 'Monetary' Ideas
The chorus of crazy "monetary" ideas has never been louder. And the heaping on of the "no inflation" nonsense is really getting irritating. Later on in article...
On Those "Shiny Objects"
* Investors' mistaken identity is a sign of speculation run amok Jim "El Capitan" Cramer talks about IPOs and irrational exuberance today. I concur. Another example of speculation running amok is the $65 opening of the (Zoom) IPO and the confusion, ...
Chart of the Day (Part Deux)
This is an important chart, especially after the weak PMI services print just released:
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