Share this page!

Dougie Kass Profile picture
Twitter logo
20 Nov, 4 tweets, 2 min read
By tweeting silly and ugly conspiracy theories, you are making a fool of yourself, undermining our Democracy and probably most important to you) losing relevancy. Everyone knows you are in a preproduction mode for Trump TV but even your most devoted base will whittle away
with your absurd allegations. @realdonadltrump You came up short and ran the dumbest campaign in American politics (instead of talking about jobs you talked about arresting opponents). You are now attacking fellow Republicans - consistent with your egomaniacal Trump TV strategy.
Ernst, Sasse and Romney have started to kindly ask you to stop subverting our Democracy. More will follow because they dont want you to take the Republican party over the cliff. The longer this goes on the harder it will be for the Republican party to recover.
I hope Biden and the Democrats rise above Trump's hijinks but I would not be surprised if this deepens the animus between the parties - which, a vulnerable US economy, does not currently need. @threadreaderapp unroll

• • •

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!

PDF

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

Dougie Kass Profile picture
19 Nov
@realmoney
Nov 19, 2020 | 01:35 PM EST DOUG KASS
Where There Appears to Be a Near Total Unanimity of Opinion
* Investors are bullish on housing stocks. (Not one naysayer I am short homebuilders.)

* Zoom ($ZM) has become a "verb." (I did well on this short and plan to
reestablish it on strength.)

* Stocks look higher in 2021 and for the next decade. (I am net short, see my opener.)

* The economy will look like a hockey stick in 2021. (I have argued against this occurrence.)

* S&P profits will hit a new all-time high in 2021. (I doubt it.)
* Apple ($AAPL) will continue its dominance of the high-end smart phone market. (I just reshorted AAPL yesterday on the basis of possible weakening in iPhone unit sales.)

* Energy stocks are unattractive at almost any price. (Doing research on this sector now.)
Read 4 tweets
Dougie Kass Profile picture
17 Nov
Here is what I wrote (and why I reduced holdings in WalMart yesterday) on @realmoney
Nov 16, 2020 | 02:46 PM EST DOUG KASS
'For What It's Worth' - There Are Battle Lines Being Drawn at Walmart
Technically this is the first time since the last EPS release that Walmart's
($WMT) daily RSI is overbought.
As mentioned I have reduced my WMT long investment today:
Nov 16, 2020 ' 12:25 PM EST DOUG KASS
Reducing Walmart Ahead of Earnings
For three weeks I have been buying Walmart (WMT) on every dip.
However, reflecting a less attractive reward to
risk I am now selling down my Walmart from very large-sized to medium-sized - ahead of the company's EPS report tomorrow.
I placed WMT on my "Best Ideas List' only three weeks ago at $137/share. The shares have hit a 52 week high this morning and are trading at almost $153/share.
Read 4 tweets
Dougie Kass Profile picture
17 Nov
Coming up on @realmoney
"Group Stink is Forming a Convoy!"

* Stop trying to make fetch happen!
* The investment mosaic is so much more complex than some pretend it is
* Reading headlines, like the vaccine news yesterday, is "first level thinking"
* Revelations occur when the
market tide goes out, as it did in February- March and when the tide goes in, recently
* Simple answers to a complicated market patchwork should not be satisfactory and acceptable anymore
* Nor should we be responsive to the self confident of view in a world of rising
uncertainties
* Increasingly, price is no longer "truth" (consider the disproportionate role and the massive intervention of the Fed as well as the dominance of Passive Investing)
* Avoid skating the surface, dig deeper and stay away from "Group Stink"
* "Price has a way of
Read 4 tweets
Dougie Kass Profile picture
13 Nov
You just have to say WTF when you watch the Republicans calling Hilary Clinton and Democrats "sore losers" for not accepting the 2016 election the evening of election results. Actually, Hilary Clinton conceded to Trump the day after the election.
Here are the responses four years ago
Today most Republicans, by not accepting the election results, are undermining the system and playing games with national security.
Look at what leading Republicans said four years ago...
cnn.com/2020/11/11/pol…
Instead of working for a peaceful transition of power @realdonaldtrump et al are acting like fools as they complain unsubstantiated voter fraud. Rather Trump is preventing the President Elect from getting national security briefings - as he begins pre-production of
Read 4 tweets
Dougie Kass Profile picture
12 Nov
@realmoney
Nov 12, 2020 | 07:45 AM EST DOUG KASS
Give Me a One-Handed Investment Manager
* Sticking with my medium-sized net long exposure, and in stocks that I view as providing much more value than the overall market
* Monday may have been a "Classic Buying Climax and Top"
- but tops are processes, they wear out shorts and build up complacency
* While I continue to lack conviction regarding the near term market prospects this will not likely be a condition that lasts too long!
* By my strict calculus, the S&P is approximately 15% overvalued -
providing little "margin of safety"

"Give me a one-handed Economist. All my economists say 'on hand...', then 'but on the other..."
- President Harry Truman

Enjoy the day! @jimcramer @tomkeene @business @ferrotv @lizclaman @carlquintanilla @michaelsantoli @riskreversal
Read 4 tweets
Dougie Kass Profile picture
11 Nov
To Josh Brown - Totally and respectfully disagree.
To begin with, banks have extraordinary low/zero cost deposit bases (trillion dollar gain y/o/y) that will increase in value dramatically as interest rates inevitably rise. The largest banks, like $JPM,
have spent many billions of dollars to advance their technological advantage. They are benefitting from market share gains from non US (esp. European banks) who are the "walking dead." Despite record provisioning and zero interest rates, the large banks will increase
their tangible net worth this year over 2019. Banks have large excess capital positions, historically high liquidity - in the fullness of time they will be able to buyback stock (accretively). Many more reasons - just touched the iceberg. @WilfredFrost @SaraEisen
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

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

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

Like this author's thread?

Get email notifications when new thread is out from this Author!

Check out other threads from this Author!

Read all threads by @DougKass