My desire to share some of my ideas on Twitter is harmed by the haters who reside in the cheap seats and are shrouded by anonymity (most of whom have never played on the field). And who are shark-like in inhabiting #TWTR waters - restricting my ability to exchange ideas with
the good fish. Quite frankly I have alot on my table -managing money and writing (for 23 years) on @realmoney I share some of my trades and mkt views here because, in part, I can learn from those that respectfully disagree and debate with rigorous analysis and insights.
But increasingly the haters and their constant hostility make this experience ever more unenjoyable.
So, I have decided not to share my analysis on a regular basis as I have done for years
Life is to short to engage with haters - some of whom I have reported but Twitter takes
few steps to stop them. It takes too much time and energy. You will all survive this as I will. But, blame the haters (report and block them) and perhaps sometime in the future I will return on a more regular basis. Being off Twitter last week (I won a bet for charity) opened my
I don't look to benefit from my participation on Twitter. Like many I am not looking to sell a service nor do I need or care to bolster my brand. In the meantime enjoy your week and trade/invest well. @jimcramer @tomkeene @ferrotv @carlquintanilla @andrewrsorkin

• • •

Missing some Tweet in this thread? You can try to force a refresh

Keep Current with Dougie Kass

Dougie Kass Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!


Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @DougKass

Feb 3
@DougKass Coming up on @realmoney Feelings Over Fundamentals: The Market Grows More Bullish As I Grow More Bearish

* The downside Tepper panic narrative of two months ago has morphed into the $META euphoria narrative this week (in which we have witnessed a $125 billion
expansion in META's market cap in the face of only a $5 billion reduction in expenses)
* The market's (and Warren Buffett's) "drunken sailor" has made an appearance this week on the New York Stock Exchange but the current euphoria may be short lived
* Despite the herd 's emotional FOMO-based buying and ODTE induced "gamma squeeze" experienced thus far in 2023 -- the 4QEPS reports and forward guidance from $AAPL, $GOOGL, $AMZN may give investors in technology and in the markets some pause over the near term
Read 5 tweets
Jan 24
@realmoney @SeabreezeLP @dougkass
Jan 24, 2023 | 08:30 AM EST DOUG KASS
Mr. Market Is a Drunken Psycho
* Why/how I try to capitalize in a regime of heightened volatility caused, in large measure, by quants and hyperbole
* Remain sober!
* Yesterday I made plenty of sales
* $Alphabet ($GOOGL) , Amazon ($AMZN) , Disney (DIS) and some other individual securities were implemented yesterday - as well as adding to some shorts and moving back from net long Index exposure to market neutral.
"Mr. Market is kind of a drunken psycho. Some days he gets very enthused, some days he gets very depressed. And when he gets really enthused you sell to him, and if he gets depressed, you buy from him. There's no moral taint attached to that.

- Warren Buffett
Read 4 tweets
Dec 30, 2022
Dec 29, 2022 | 03:07 PM EST DOUG KASS
A Happy New Year to All!
* 2022 has been a very difficult year
* Every relationship has its problems but what makes it strong is when you still want to be in it when everything else sucks!
Rather than wait until tomorrow I wanted to express - on this penultimate trading day of the year - my gratitude to the Real Money Pro community.
You have provided me with an unusual platform and forum for the last 25 years (OMG!).
I have tried to deliver thought provoking,
hard hitting and contrary analysis and observations about the global and domestic economies, interest rates, inflation and, of course, solid commentary on the markets.
I have tried to achieve this objective with a sense of humor and a colorful writing style -
Read 11 tweets
Dec 27, 2022
Now up on @realmoney
Dec 27, 2022 | 08:30 AM EST DOUG KASS
Prelude to My 10 Surprises for 2023 (Second Movement)
* How did I do last year?
* Very well!! Indeed 4/5 of most important surprises were accurate.
* My overall 60% success rate ties the best year ever.
* Powell/The Fed turned extremely hawkish, "slugflation" emerged as inflation was more threatening than most imagined and domestic economic growth slowed down abruptly, equities (especially of a technology-kind and ARKK) collapsed, AT&T's shares meaningfully outperformed FAANG,
market volatility grew exponentially as daily moves of 2% became commonplace, the evisceration of the wealth of Elon Musk and Jeff Bezos was unprecedented, cryptocurrencies experienced a large drawdown and NFTs evaporated in value/price, value stocks outperformed,
Read 6 tweets
Dec 27, 2022
@realmoney Dec 27, 2022 | 06:35 AM EST DOUG KASS
Prelude to My 10 Surprises for 2023 (First Movement)
* This is my 21st year of compiling my Surprise List!
* Nothing is more obstinate than a fashionable consensus
* My Surprise List recognizes that, over the course of time,
conventional wisdom is often wrong -- as a society and as investors, we are consistently bamboozled by appearance and consensus
* The real purpose of this endeavor is a practical one -- that is, to consider positioning a portion of my portfolio in accordance with outlier events,
with the potential for large payoffs on small wagers/investments
* In Prelude #1 I discuss the history of my Annual List, why I embark on this exercise and some of the lessons I have learned (hint: the importance of thinking creatively and independently)…
Read 4 tweets
Dec 26, 2022
Coming up on Tuesday morning on @realmoney My 10 Surprises for 2023 (and five also-rans)
Last year I had my greatest success in 21 years of producing my Annual List.
Here are some brief teasers for tomorrow's Surprise List!
* 2023 is "A Tale of Two Cities" - far different than
consensus: I see the strong possibility of an up market in the first half and a down second half
* President Biden dumps Powell and Yellen who are replaced with Brainard and Raimondo
* Peace in Ukraine, a new regime in Russia and the death of Putin
* After the Kushner/Trump divorce, Tom Brady and Ivanka Trump start to date (Taking the cue from the nickname Brangelina (the union of Brad Pitt/Angelina Jolie) the media (initiated by The New York Post) dubbs the couple's relationship to be called "Tomanka" @jimcramer @tomkeene
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!


0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy


3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!