Trend Results : Doug Kass

Blog Post Results (1-20 of 224)


Howard Marks Unveils The 6 Options For Investing In Today's "Low-Return World"

Via Seabreeze Partners' Doug Kass, In late July, Oaktree Capital Management co-chairman Howard Marks issued several market warnings in "There They Go Again... Again," which I extensively highlighted in my Diary. "There is plenty more food for thought in this must-read 22 pages of observations. Show More Summary

Doug Kass: Not Even The Algo Creators Know What Is Going On

Authored by Seabreeze Partners Management's Doug Kass, If you haven't read my opening missive, please do, as it's important. This column extends the conversation about the problem with advanced market technologies and strategies a step...Show More Summary

If Nothing Goes Wrong, Is Everything Alright?

Doug Kass remarked that things go wrong during periods of investor complacency. He will be right, but who can say when? SPY with a closing high and nothing 'wrong'. The trade universe with an impressive number of NR7 setups (IBB, WMT, XIV, MET, IWM, EWZ, and BIIB) Good trading and great risk management to all. Educational use only. Never intended as investment advice.

Why Bonds Aren't Overvalued

Authored by Lance Roberts via, Doug Kass wrote a very interesting piece this week on the bond market: “As overvalued as I believe the U.S. stock market may be, fixed-income instruments may be even more overvalued. Yesterday the 10-year note was yielding 2.21% — the lowest yield since last Nov. Show More Summary

Doug Kass Tweeted About A Gnome And Twitter Spiked

"My Little Gnome" is today's market-moving force in Twitter-world.

Opening Bell: 3.22.17

JPMorgan still top dog; Doug Kass says short banks; fake strongmen "Chop" and "Steele" pump up morning TV; and more.

Doug Kass Explains Why He Is Aggressively Buying Gold

Submitted by Doug Kass via Seabreeze Partners, The broad consensus is to own stocks and to sell gold. But, as I have discussed since 2003 in my annual Surprise Lists, the broad consensus of investors is often wrong. Indeed, it is often...Show More Summary

Asshat of the Year Award: Doug Kass

It was a year replete with Asshats, men and women making complete fools of themselves -- as mankind tends to do on a continuous basis. But, just like in the book Animal Farm, some fools are more equal than others. Enter Doug Kass. During the height of Hillary Clinton's campaign, buoyed by a biased media and rigged polls, Mr. Show More Summary

Bankrupt Sears, Brexit Becomes Bremain, & Bye-Bye 'Peak Auto' - Doug Kass' 15 Surprises For 2017

The core thread of next year's relatively downbeat "surprises" from Seabreeze Partners' Doug Kass is that the crowd is wearing Trump-colored glasses and that the single-biggest surprise is how quickly the bloom comes off the Trump flower. In...Show More Summary

If I Had a Hammer...

Doug Kass tweeted something to the effect 'beware the fundamentalist who talks technicals or the technician espousing fundamentals.' On the Trade Universe, the stochastics oversold column is almost full. That and two dollahs will get you a coffee around here. Show More Summary

"2016 Will Be No Fun" - Doug Kass Unveils 15 Surprises For The Year Ahead

Via Seabreeze Partners' Doug Kass, "I begin every day by asking three important questions. One among them is this: 'In a paperless and "cloudy" world, are we as investors and citizens as safe as the markets assume? I've posed this question in my diary on at least 10 occasions in the past year, as it's been a frequent concern of mine. Show More Summary

Apple is now a no-growth 'value trap': Doug Kass

Apple has a lower P/E ratio than do slow-growth companies like Microsoft, Intel, or IBM, but Doug Kass says it's still not cheap.

Doug Kass Shorting Tesla Makes Sense But Not Apple

I agree with Doug Kass that Tesla's stock is overvalued but differ with him on Apple.

Kass: The Return of Price Discovery

I like to read Doug Kass, who gives me great arguments from the other side of the trade. Here are his factors that could affect markets and the economy into 2016:   12 key “big picture” factors Multiple and unpredictable outcomes: There have likely never been in history more numerous market and economic outcomes some...Read More

3 Things: Kass, Rosie and Short

Submitted by Lance Roberts via STA Wealth Management, Doug Kass - 12 Big Picture Factors Doug Kass recently wrote a piece for identifying "12 Big Picture Factors" that may weigh on the markets and the economy. First, a little background for clarity. Show More Summary

10 Tuesday AM Reads

Markets were upbeat yesterday on news from Europe. As my pal Doug Kass noted, the Dow rose 140 last Monday, was down 330 on Tuesday, +260 on Thursday, -250 on Friday (before finishing -145), while yesterday +228. And today? We have your morning train reads: • Mutual Funds Pick Year When S&P 500 Is Up 1% to Beat the...Read More

Twitter Soars On Speculation About Icahn Stake, Yahoo Buy (TWTR)

Twitter's stock ended up almost 7% on a mixed day for other tech stocks — and the rise seems to be based on a couple of bits of speculation. First, fund manager Doug Kass of Seabreeze Partners made a 2015 prediction that Carl Icahn would take a 9.9% stake in Twitter, which would in turn spark a bidding war between Facebook and Twitter. Show More Summary

Apple: Kass Ponders Triumph He Won’t Predict

Noted Apple (AAPL) bear Doug Kass of Seabreeze Partners today offers up in his daily missives some new-year surprises that might be in store, one of which, an “improbable” one, in his own view, is that his bear thesis might be wrong on Apple and the stock might end 2015 as a must-own name. Kass, who [...]

Doug Kass Went To Woodstock And Other Anecdotes/Market Calls From The Self-Proclaimed Savant

Doug Kass is a short-seller, and a chatty one, at that, so he can’t help himself when things look like they finally might start to turn his way. Like next year, for instance, a “pivot point for the market,” if you will. “The year of reckoning,” even. Show More Summary

Short Seller Doug Kass on Malinvestment, Permanent QE, the Global Economy

Aaron Task did a nice video interview of famed short seller Doug Kass on Yahoo! Finance. I am waiting to pull the trigger, says Kass. Kass’s contrarian views are well known on Wall Street. Last December, he predicted that global economic...Show More Summary

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