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
Let's Get Chai (Part Deux)
Canopy Growth is higher on news that the former Constellation Brands CFO, David Klein, has become CGC's CEO.
What Has Changed at the Margin Over the Past Week
* Seven weeks ago I introduced a new column in my Diary * Rate of change -- both absolutely and relative to consensus expectations -- is likely the most important near-term determinant of stock prices * On balance, last week's data-based changes -- ...
The Book of Boockvar
Trade data and other "stuff" from Peter Boockvar: Reported over the weekend was the China November trade data. Exports fell 1.1% y/o/y, weaker than the estimate of up .8%. Exports to the US in particular fell by 23% y/o/y. Imports though surprised t...
Some Good Morning Reads
* How a strong jobs market proved the experts wrong. * The most innovative companies. * Anatomy of a government bankruptcy.
Tony Dwyer Grows More Bullish
* Tony sees a further reset higher in valuations Dec. Strategy Picture Book - Raising 2020 SPX target. We are raising our 2020 SPX target from 3,350 to 3,440. The bullish story for 2019 was based on the economy experiencing a non-recession slowdow...
Happy Holidays From Tristan da Cunha!
I am shocked, just shocked to see 4Q2019 EPS estimates to be cut: While QI's Output Gap, the difference between CEO and consumer confidence, recently hit a record wide, it's conceivable the Gap could narrow; CEOs spirits may be bolstered via stock p...
The Stock Market's Reaction to the Labor Report May Be Too Optimistic
* Much of the jobs growth is in low quality jobs * I still see late-cycle evidence of weakness in the labor market trends Considering the strength of the jobs market the bond markets' reaction (+4 basis points) appears muted. Despite the strong head...
No Trades Today
Strong breadth day with broad participation (2265 advancers/687decliners).
Tracking Treasury Yields
Maybe a sub can help me with an explanation, but quietly now the 10 yr and 30 yr Treasury yields are about back to unchanged on the day after the initial spike after the impressive jobs headline and wage gains. INTRADAY 10 yr INTRADAY 30 yr yield
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