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The Top Fifteen Most Powerful Forces In This Market Today
Here is my list:
1. Covid-19
2. The scientific community (and their quest for a vaccine)
3. Fed Chairman Jay Powell
4. S&P EPS
5. Robinhood and its Band of Merry Traders
6. David Portnoy @stoolpresidente
7. The Presidential polls
8. President Trump
9. The Nasdaq Chart
10. Amazon
11. Amazon
12. Amazon
13.The ten year US note yield
14. Apple
15.The Governors of Florida, California and New York
@jimcramer @tomkeene @realdonaldtrump @arimelber @steverattner @morningmika @cnbcfastmoney @SquawkCNBC @andrewrsorkin @beckyquick @saraeisen @FerroTV @pimmfox @riskreversal @joeterranova @guyadami @epsilon @lanceroberts @convertbond @dwyerstrategy @fundstrat @carlquintanilla
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Dougie Kass
@DougKass
My 2020 @realDonaldTrump "No Apologies" Tour
The fundamental facts did not change on Wednesday, but the level of depravity, deceit, and ignorance associated with those facts increased exponentially. National Security Adviser (Robert O’Brien) did not deny media reports that
intelligence about Russian bounties was included in Trump’s daily briefing but added that “Trump was not verbally briefed”—meaning “no one read to him information that was included in his daily presidential briefing.” Pathetic. Worse, Trump appeared on Fox News to declare that
the whole story was a “hoax”—notwithstanding the White House’s effective admission that Trump was provided a written briefing on the matter. As Trump was busy calling the story a hoax, NSA Director O’Brien was telling Congress that the underlying intelligence reports were
Read 10 tweets
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Dougie Kass
@DougKass
@realmoney

Jun 30, 2020 | 07:15 AM EDT DOUG KASS
Uncertainty and a Turning Point in Time?
* Deep thoughts on June 30
We are now about one half through the year.
I may be overreacting but something smells to me. The world is changing and the market isn't looking seriously at
the change that is unfolding.
In the trading and investing world we often look myopically at market action -- we focus on "what happened today, this week or over the last month."
Social change appears real and with it, structural change to the economic framework of many of the
world's major and democratic industrial nations.
The virus masks many things but the change in the summer of 2020 may be looked at as a turning point in time. And it is not one friendly to capitalism and freely working markets.
Come the end of summer and election season will be
Read 10 tweets
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Dougie Kass
@DougKass
The 2020 @realdoanldtrump "No Apologies" Tour:
On Monday, the Supreme Court struck down a Louisiana law that imposed substantial burdens on the rights granted to women under Roe v Wade. Although pro-choice groups celebrated the ruling in June Medical Services v. Russo, the ruling
demonstrates that the conservative majority on the Court is ready, willing, and able to overrule Roe v. Wade. Indeed, in June Medical, the Court came ever-so-close to overruling Roe in a decision that was split 4-1-4. Justice Roberts agreed with his conservative colleagues that
the Louisiana statute was constitutional even though it effectively ended access to abortion in Louisiana. But Justice Roberts ruled with the liberal justices that the doctrine of stare decisis required him to strike down the Louisiana statute because it was identical to a Texas
Read 15 tweets

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