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
The SNOW Is Melting: Disappointing Pin Action in Tech
I own several technology stocks that are simply not doing it: Snowflake , Spotify , Shopify , Alphabet and Amazon . As chronicled in my Diary, I have been adding to them all over the last several days. I wanted to see how the stocks would f...
Midday Musings
Midday musings from Sir Arthur Cashin: The afternoon late bounce on Friday has some carry-over strength. The Dow is having an outsized performance based on a handful of its components, who are also having outsized performances, including our old fri...
The Book of Boockvar
My good buddy Peter Boockvar, chief investment officer with Bleakley Advisory Group, checks out central bank action in Europe and the rough time in retail: At around 4:15 am est, ECB president Christine Lagarde echoed what her colleagues have been ...
Here's What I've Bought Today
* Bought more SPDR S&P 500 ETF at $390.99. * Added to Snowflake at $134.62 Shopify at $345.32 Spotify at $103.67 and Alphabet at $2,190.40.
JPMorgan Investor Day Yields Good Results
The results from JPMorgan Chase's investor day conference (released at 6 a.m.) were pleasantly positive. The main story was the upside guidance to net interest income. (You can watch the webcast here). Net interest income was guided to $56 billion...
Pre-Market Movers
Upside: -VMware +24% (Broadcom said to be in talks to acquire the company in cash-and=stock deal upwards of $50 billion; potential terms not disclosed) -Deutsche Bank +6.2% (Keefe Bruyette raised DBK.DE to Outperform from Market Perform, price targe...
On Talking Heads
None of us gets it right all of the time (me especially!). But in judging the value of strategists' call we look to recent history. Scott Minerd was just on CNBC. He expressed a confident and very pessimistic view of the markets. So be it. Scott...
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