"See you back here some time in the future."
It's my largest long.
Doug Kass asked the first question.
Why can't we be friends.
Kass will ask questions as next week's Berkshire Hathaway shareholder meeting.
[credit provider=”Wikimedia” url=”http://en.wikipedia.org/wiki/File:Daniellion.jpg”] During his appearance on CNBC’s “Squawk on the Street”this morning, Warren Buffett told famed hedge-fund manager Doug Kass he had won the contest to be the official market “bear” at Berkshire Hathaway’s annual Omaha shareholder meeting in May.Buffett had put out a call for “credentialed bears” in […]
Seabreeze Partners portfolio manager Doug Kass has been sounding the alarm bells on the stock market for a while.
[credit provider=”CNBC” url=”http://video.cnbc.com/gallery/?video=1741502312″] Legendary investor Doug Kass of Seabreeze Partners thinks that by the end of this week, investors will see the top in the S&P 500 for the rest of the year.In his “15 Surprises for 2013,” published today on TheStreet.com, Kass writes:
Every year, Doug Kass releases a comprehensive and ambitious list of surprises for the upcoming year.
[credit provider=”Vincent Yu/AP Images” url=”http://www.apimages.com/OneUp.aspx?st=det&ids=China%20Congress&showact=details&sort=date&prds=10135&intv=3d&sh=10&kwstyle=and&adte=1352960234&pagez=60&cfasstyle=AND&rids=12eed573382e44daa47dfc912ebe6052&dbm=PThirtyDay&page=1&xslt=1&mediatype=Photo”] The risk of a Chinese hard landing is still on many people’s minds.However, this isn’t keeping Doug Kass out of Chinese stocks.
[credit provider=”CNBC” url=”http://video.cnbc.com/gallery/?video=3000065449″] Over at The Street, Doug Kass writes that “meaningful market downside” risk has been removed and that the risk/reward profile has improved.Kass sees the S&P 500 ending the year as high as 1450-1470.
This tweet from hedge fund manager and writer Doug Kass got a lot of attention today.
[credit provider=”CNBC” url=”http://video.cnbc.com/gallery/?video=1741502312″] Treasury yields are near all-time lows, and the Federal Reserve continues to reiterate its commitment to keep rates low for a long time.However, Doug Kass of Seabreeze Partners remains convinced that rates will soon rise, which means bond prices will fall.
[credit provider=”CNBC” url=”http://video.cnbc.com/gallery/?video=3000065449″] Doug Kass, President of Seabreeze Partners, has a new post on RealMoneyPro titled The Bear Case For Apple.”The upcoming quarter will be big for Apple,” writes Kass. “The fastest ever rollout for iPhone 5 will be accompanied by higher-than-expected margins, as there are two separate cost-reduced models […]
[credit provider=”CNBC” url=”http://video.cnbc.com/gallery/?video=3000065449″] “I plan to sell/short this news for several basic reasons,” writes Doug Kass, President of Seabreeze Partners.In a new note published on The Street, Kass writes that he’s not very impressed by Mario Draghi’s announcement that the ECB would begin unlimited bond-buying program.
[credit provider=”CNBC” url=”http://video.cnbc.com/gallery/?video=3000065449″] Legendary investor Doug Kass just cut his fair market value estimate on stocks.”To summarize, in large measure, the worsening macroeconomic situation in Europe, China and the U.S. is leading me to modestly reduce my calculation of the S&P 500’s fair market value from 1,415 to 1,390, which […]
Legendary investor Doug Kass of Seabreeze Partners is out with his outlook for the fall on TheStreet.com, and he’s getting pretty nervous about the stock market.