Douglas Kass

Douglas Kass


https://t.co/2vT6IejIVT

105594 followers  •  3611 follow  •    •  

Coming up on @TSTRealMoney  The Market's Upside Reward (v. Downside Risk) Remains Unattractive * Stocks are beginning to recognize mounting risks In this column I discuss the equity risk premium, inflationary risks associated with undiscplined fiscal spending and, of course

More "Group Stink." Fin TV tends to interview the bullish cabal who never met a stock or a market they did not like. @SquawkCNBC  @tomkeene  @FerroTV  @BBCBusiness 

And when the TAM (total addressable market) is the first and primary source of an analyst's bullish position - turn off the TV. Its consensus and everyone knows this... @SquawkCNBC 

I established a trading short rental in $VIAC at $71.50 this morning on @realmoney . @jimcramer  @tomkeene 

Today's Trades@TSTRealMoney  Additional add on longs today - $AMZN and $WMT Additional add on shorts today - $RIOT, $PLUG, $MARA, $GBTC and $CAN. New short and add on today- $VIAC

I still expect a modest bounce. And I expect to reshort the bounce. @jimcramer  @tomkeene  @SquawkCNBC  @threadreaderapp  unroll

Mar 05, 2021 | 08:41 AM EST DOUG KASS I'm Now Large Long Amazon Next week's "Trade of the Week" will be Amazon (AMZN) . The shares closed at $2977. Adding in premarket. (And I added throughout the day) @jimcramer  @tomkeene 

Loading
Loading

On Fox just now.. GIULIANI: CAN'T SAY 100% TRUMP DIDN'T THREATEN UKRAINE AID

Yesterday said our economy is the greatest in history. Today he wants the Fed to stop raising interest rates. Boy are we doomed.

Only seven years ago Exxon was the world's largest company. Today it was kicked out of the DJIA. @realmoney  @tomkeene  @jimcramer 

Tuesday, The Lincoln Project released a devastating ad entitled, “Whispers.” In the ad, the narrator speaks to Trump directly, telling him that everyone in his inner circle is laughing at him behind his back and leaking stories to the press. Ouch!! Kudos to the Lincoln Group

I was asked why I short $FB last week... Here you go

Warren Buffett's message is not upbeat. Period. We are witnessing a classic example of a veteran recognizing that when risks are hard to quantify, it's best to err on the side of conservatism and not add to equities. Rather, saving money for a rainy day, is preferable.

Speaks volumes about the Republican party... Women in the House: 1989: Democrats: 16 Republicans: 13 2019 (30 years later): Democrats: 89 Republicans: 13 African-Americans in the House: 1933: Democrats: 1 Republicans: 1 2019 (86 years later): Democrats: 54 Republicans: 1

@carlquintanilla @davidfaber  @jimcramerTSLA  sold their whole shelf Friday. I would assume they knew they weren’t going into the S&P. If they knew they were going into the S&P, they would have waited for the announcement (and extra demand). That is material non-public info.

Ark Invest continues to reduce its positions in large cap liquid stocks and into smaller cap illiquid stocks today - according to their activity email. $ARKK's virtuous cycle is turning vicious. @jimcramer  @tomkeene 

Loading
Loading