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Dougie Kass

@DougKass

8 Nov

@realmoney

From @realmoney on Thursday:
In my Diary and, again in yesterday's Bloomberg interview, I posited that stocks could rally spectacularly over the near term:
* With the perception, in part, of election uncertainty and the quicker spread of Covid-19, market participants have

been positioned defensively and cautiously.
* We have exited the weakest period of the calendar (August to October) and are entering a two month timeframe in which stocks are seasonally strong.
* We are ever closer to vaccine and therapeutic advances by the medical and

scientific communities.
* Should the market's rally continue, the evolving market structure change - in which the market is dominated by products and strategies that follow and chase price and price momentum - could catapult the markets higher rather swiftly. Remember, in risk

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Dougie Kass

@DougKass

5 Nov

@realmoney

I am done for the week on Twitter but if you get a chance go over to @realmoney and read my opener - it may not be what you expect... Enjoy the weekend

A Continuation of a Rip Your Face Market Rally and the Mother of All Short Squeezes May Lie Ahead

* The Indices may hit a new

high by year-end
* Markets may respond positively to a divided house of government and to a more central leaning Democratic Party (who apparently will control the White House)
* A changing market structure in which price momentum based products and strategies ("who buy higher

and sell lower") may accelerate the move of higher stock prices
* I am raising my S&P "fair market value" from 2800-3000 to 3000-3100
* I start the day with an uncharacteristically large net long exposure and with the lowest gross short exposure in a long time

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Dougie Kass

@DougKass

4 Nov

@realdonaldtrump

@realdonaldtrump has a political and business history of litigation in order to get out of problems or financial obligations.
Here he goes again like a child who doesnt get his way (and his goodies) - he would rather burn the candy store down.

The notion that he has tried to corrupt the Supreme Court in order to have his way is an embarrassment to this nation.
This morning he declared victory in states he had lost - continuing his saga of lies and B.S - something Chris Christie and Rick Santorum criticized him over.

But, if the voting tabulations hold up, this is likely the end of the line for Trump's political career. His minions will continue to follow him - maybe even to his own broadcasting platform (as he monetizes his Presidency while his legacy businesses falter/fail).
But slowly

Read 6 tweets

Dougie Kass

@DougKass

4 Nov

Early November is finally here.
I have seen alot of hate spewed about a man who is a constant winner and overachiever, and that's what the people who support him like about him.
Yes, he has been caught in some lies and maybe twisted the truth a little but he's still out there

proving his haters wrong time after time. Some people are just jealous of someone who is successful and has tons of money. Throw in a beautiful model from Europe as his wife and they hate him even more.
You and I might not have wanted him in his role but he's there now and

@jimcramer

there is nothing you can do about it.
I know it's possibly just going to get worse over the next few days, but like him or not, Tom Brady is really turning things around in Tampa. @jimcramer @tomkeene @riskreversal @ScottWapnerCNBC @carlquintanilla @SquawkCNBC @CNBCFastMoney

Read 4 tweets

Dougie Kass

@DougKass

4 Nov

@realmoney

@realmoney
The Pollsters Hit Below "The Mendoza Line"
* That is perhaps the only certainty today!
* "Good field, no hit"

Perhaps the only thing I would say with authority (especially during these uncertain times), is that the pollsters hit below "The Mendoza Line."

For those who aren't into baseball The Mendoza Line is an expression in baseball deriving from the name of shortstop Mario Mendoza of the Seattle Mariners - whose poor batting average is taken to define the threshold of incompetent hitting. The cutoff point is most often said

@jimcramer

to be . 200 (Mendoza's career average was slightly better than that over his career).

Speaking of those pollsters I am reminded of what baseball scout Mike Gonzalez said of Moe " The Catcher Is A Spy" Berg... "good field, no hit." @jimcramer @tomkeene @SquawkCNBC @cnbcfastmoney

Read 4 tweets

Dougie Kass

@DougKass

30 Oct

@realmoney

@realmoney
Oct 29, 2020 | 05:08 PM EDT DOUG KASS
Tech-nically Speaking, I am Encouraged in the Pivot From Growth to Value
I am emboldened on the pivot to value, after the release (and market response) to the earnings results at Twitter ($TWTR) , Apple ($AAPL) , Facebook ($FB) ,

Alphabet ($GOOGL) and Amazon ($AMZN) .

Google rallied back to +$140 (in after hours), and I have sold my position down to small-sized -- after the cumulative +$185/share rise in the regular and after hours. This has served to reduce the upside/downside from a few days ago when

I was adding and pushing the name hard in the face of antitrust concerns..

With my sale of a large position in Twitter last week, my reduction in Google (to small sized) and my continuing Amazon (large-sized) and with my shorts in Apple, Carvana (CVNA) , Square (SQ) and

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