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Playing Bullishly... For Now
* The bears' skepticism (and cautious market positioning) coupled with their collective cynicism towards medical and scientific innovation and the inevitability of the curve's flattening coupled with an "all in" Fed have fueled the
market recovery from the March lows.
* I continue to be positioned for a pivot from growth to value
* $MSFT and #FAANG may suffer as market laggards (arguably trading at a 2000 S&P equivalent) play "catch up"
@jimcramer @tomkeene @CNBCFastMoney @SquawkCNBC @riskreversal @ScottWapnerCNBC @guyadami @terranovajoe @carlquintanilla @michaelsantoli @sareisen
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Douglas Kass
@DougKass
@realmoney
I Am A Bit Of A Moderna Skeptic $MRNA
So, let me get this straight.
Moderna rushes to do a secondary last night even though they dont need the money yet.
To me, if the vaccine works and they need to produce it in quantity, the stock will be many multiples higher
than today - and there would be plenty of time to sell equity, not to mention that the US government would likely fund production anyway!
Here is the article that took Modern'a shares and the broader markets lower. statnews.com/2020/05/19/vac… @realdonaldtrump @jimcramer @tomkeene
@lizclaman @bobpisani @cnbcfastmoney @SquawkCNBC @saraeisen @realdonaldtrump @carlquintanilla @michaelsantoli @pimmfox @FerroTV @SullyCNBC @ritholtz @andrewrsorkin @beckyquick @riskreversal @guyadami @terranovajoe @ScottWapnerCNBC @threadreaderapp unroll
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Douglas Kass
@DougKass
@realmoney

May 19, 2020 | 06:37 AM EDT DOUG KASS
John Mauldin's Virtual Strategic Investment Conference (Part Deux)
A reminder:
"I don't think I'm exaggerating when I say that our 16th Annual Strategic Investment Conference will be the most important one I have ever hosted."
--John Mauldin

Last week, John Mauldin's Strategic Investment Conference began -- it continues this week.

As some of you know, John is the author of Thoughts From The Frontline -- one of the very best sites extant.
Originally scheduled for Dallas, Texas, the conference will
be held virtually.
Here is a description of this great event.
The conference will attempt to answer three core questions:
How deep a shock is the current recession going to be, and what does the recovery look like in the near term?
What is the longer-term fallout on the economy,
Read 6 tweets
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Douglas Kass
@DougKass
@realmoney
The report of Moderna's vaccine preliminary trial success nytimes.com/2020/05/18/hea… provided kerosene to a near historic market advance.
Yesterday I reduced my net exposure from between medium and large sized to between small and medium sized - reflecting the marked
rise in prices over a short, two day period that led to a deterioration of the reward vs risk and took the S&P right to the top end of my projected trading range (2550-2950).
Sticking to my discipline and relying on a calculator I unemotionally sold some stocks that I bought
as recently as last Thursday/Friday - Disney, Federal Express, Vornado, Boeing, etc. (These moves were unexpected, not anticipated and solely a function of a less attractive reward vs risk as several of these stocks rose by over fifteen percent in 2 trading sessions).
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