
Doug Kass
Contributor at The Street
Seabreeze Capital Partners LP https://t.co/49PAROHCBl
Articles
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2 weeks ago |
pro.thestreet.com | Doug Kass
It's time to rethink American Exceptionalism. I write this statement as political and geopolitical polarization and competition are likely poised to translate into less political centrism and a reduced concern for deficits. This is creating structural uncertainties, limited fiscal discipline and imprudence around the globe; it could also cause the bond markets to "disanchor." At the same time, the cracks in the foundation of the bull market are multiple and are deepening -- and still yet ignored.
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1 month ago |
pro.thestreet.com | Stephen Guilfoyle |Helene Meisler |Doug Kass |Chris Versace
It feels like a game of Chutes and Ladders. ... The back-and-forth movement in price discovery on Monday was, in a way, a microcosm of what we have seen on a day-to-day basis of late.
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1 month ago |
pro.thestreet.com | Helene Meisler |Doug Kass |Chris Versace |Carley Garner |James Deporre
The market’s technical action improved on Monday due to some tariff delays and dovish comments from a Fed member, but pessimism about economic conditions is building as first-quarter earnings season starts. Despite tariff chaos and economic uncertainty, possible trade deals with countries such as the U.K., Japan, and South Korea could hit at any time.
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1 month ago |
pro.thestreet.com | Helene Meisler |Doug Kass |Chris Versace |Carley Garner |James Deporre
The market started strongly on Monday morning following news that tariffs on various electronic devices and semiconductors were being delayed. A strong open on Monday is generally an invitation to reduce exposure, especially when the market is as volatile as this one. The indices were nearly back to flat when Fed Governor Christopher Waller stated that the inflationary impact of tariffs was likely to be temporary and interest rate cuts were "very much" on the table.
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1 month ago |
pro.thestreet.com | Stephen Guilfoyle |Helene Meisler |Doug Kass |Chris Versace
I was fairly active ahead of the opening bell on Monday morning. That is actually my occupation. I may write "Market Recon" bright (I mean dark) and early. This morning, I also wrote a follow up piece to my target price move on Palantir Technologies (PLTR) last week after that firm's deal with NATO was announced this morning. I traded off of Goldman Sachs (GS) earnings. I initiated JP Morgan (JPM) .
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RT @Stephanie_Link: I went from 9% cash in February to 2% today. Can’t wait for uncertainty to clear. Trust in long term strong company fun…

My New Shorts @thestreetpro New shorts yesterday — Walmart ($WMT) and Schwab ($SCHW) . Today's new short, Palantir ($PLTR) . By Doug Kass May 23, 2025 6:40 AM EDT @tomkeene @ferrotv @lisaabramowicz1 @business @cnbcfastmoney @HalftimeReport @ScottWapnerCNBC @carlquintanilla