Doug Kass

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Doug Kass is the president of Seabreeze Partners Management Inc.Expand

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."Collapse

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Doug Kass

 | Aug 29, 2016 | 4:16 PM EDT
"Let's assume, just for the moment, that you are a dishonest man." --Leo Bloom, The Producers "No, it's pronounced…
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Doug Kass

 | Aug 29, 2016 | 2:52 PM EDT
Oil is lower yet energy stocks -- including my shorts Exxon Mobil (XOM) and Schlumberger (SLB) -- are higher. Treasury yields are lower and the yield curve flattens, yet banks and financials are higher. The U.S. dollar is stronger yet consumer staples are higher. Fertilizer stocks are crap.  My Trade of the Week is
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Doug Kass

 | Aug 29, 2016 | 1:46 PM EDT
David Stockman succinctly looks at the market's Strange Brew in this column out today.…
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Doug Kass

 | Aug 29, 2016 | 1:35 PM EDT
Commodities aren't on many subscribers' radar screens, but I've been trading them for a few years and see the same disconnect between them and the…
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Doug Kass

 | Aug 29, 2016 | 12:36 PM EDT
Midday musings from Sir Arthur Cashin: "The market looks to be doing a 'Stanley Fischer rethink.' The U.S. dollar is giving up some of its…
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Doug Kass

 | Aug 29, 2016 | 12:24 PM EDT
This chart from Zero Hedge graphically shows the Strange Brew of rallying bank stocks vs. the flattening yield curve: …
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Doug Kass

 | Aug 29, 2016 | 12:16 PM EDT
Bank stocks are rocketing higher even as U.S. Treasury yields fall, bond prices rise and the yield curve flattens. Energy-company stocks are rising even though oil continues to get schmeissed. (Crude is down almost a beaner per barrel at last check.)
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Doug Kass

 | Aug 29, 2016 | 12:00 PM EDT
Apple (AAPL) continues to trade poorly, extending a recent pattern of making lower highs. Although I covered my short…
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Doug Kass

 | Aug 29, 2016 | 11:42 AM EDT
Global Capacity Creep. More fertilizer supply seems to be on the way courtesy of Iran's Marvdasht Martyrs Petrochemical Plant, Saudi Arabia's Ma'aden, Nigeria's Indorama and other overseas players. As a result, oversupply looks likely "as far as the investment eye can see." Soft Pricing. The "Golden Age" of U.S. nitrogen appears to be behind us. Urea and ammonia prices are weak. Customer Woes. As I've mentioned in my frequent missives about Caterpillar (CAT) , U.S. farmers' financial condition remains weak and shows no signs of improving. Lack of Profitability. Experts estimate that 60% of global fertil
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Doug Kass

 | Aug 29, 2016 | 11:06 AM EDT
Regular readers of my diary know that I sometimes post something that replicates the theme of the Tell Me Something I Don't Know segment on…

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