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
* 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 -- ...
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...
* 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...