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Dougie Kass

@DougKass

7 Jan

@realDonaldTrump

In the name of God, go @realDonaldTrump

In the spring of 1940 British forces in Norway were overwhelmed by the Nazis. On May 7 Prime Minister Neville Chamberlain faced a critical motion by the Labor opposition in the House of Commons. His Conservatives had a big majority. But

a respected Conservative backbencher, Leopold Amery, rose and addressed to Chamberlain the words that Cromwell had said to the Long Parliament 300 years before:
''You have sat too long here for any good you have been doing. In the name of God, go!''

@realDonaldTrump

In the name of God, go @realDonaldTrump @SquawkCNBC @CNBCFastMoney @realDonaldTrump @jimcramer @tomkeene

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Dougie Kass

@DougKass

7 Jan

@realDonaldTrump

@realDonaldTrump For five years, Republicans let him degrade political culture by normalizing his behavior. For five years, they let him wage war on democratic norms and institutions. For five years, they treated his nonstop mendacity as a quirk of character, not a

disqualification for office. For five years, they treated his rallies as carnivals of democracy, not as training grounds for mob rule.

For five years, they thought this was costless. On Wednesday — forgive the cliché, but it’s apt here — their chickens came home to roost.

Every decent society depends for its survival on its ability to be shocked — and stay shocked — by genuinely shocking behavior. Donald Trump’s entire presidency has been an assault on that idea.

There is only one prescription for it now. Impeach the president and remove him

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Dougie Kass

@DougKass

6 Jan

@realmoney

@realmoney

Jan 06, 2021 | 08:00 AM EST DOUG KASS
The Election Bottom Line: Active Stock Picking Will Now Likely (and Perhaps, Materially), Outperform Passive Investing
* I now expect an acceleration in the pivot from growth to value

* As reflected by recent voting results, Americans are more in the middle of the road than at the extremes

In a market warning in Monday's opening missive I wrote:

"The Georgia Senatorial contests are tightening up as measured by the polls and betting parlors."

-

Kass Diary, The New Year Begins Where the Old Year Ended

What is clear to me from November's and last night's voting results is that our country's voters have repudiated the extremes of both the Democratic far left and Republican far right.

Should the Democrats win both

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Dougie Kass

@DougKass

5 Jan

@realmoney

@realmoney
Jan 05, 2021 | 09:00 AM EST DOUG KASS
Long Verizon
* I am adding $VZ to my Best Ideas List (long)
* VZ is a conservative investment in a generally overvalued stock market
I have been doing plenty of research on Verizon (VZ) over the last several weeks and I initiated

a long investment position in VZ yesterday.

I am also adding to the stock to my Best Ideas List.

I will have a lengthier analysis on the company in the next week or so.

To summarize the stock's attributes:

* Safe yield

* Reasonable valuation at under 7x EBITDA and 36%

market PE discount

* Well positioned for the 5G transition

* Best wireless business

* Differentiated wireless offerings through content partnerships (Disney+ (DIS) , Discovery+ (DISCA) , etc.), public cloud (Amazon (AMZN) ) and enterprise (Microsoft (MSFT) )

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Dougie Kass

@DougKass

5 Jan

The reason every American should be angry is not merely because the GOP has attempted to overturn the election. We should be angry because the damage from the failed effort cannot be undone. A sizable portion of the GOP caucus has adopted the view that the party holding a

majority in the Senate has the unilateral right to choose the president—voters and the Constitution be damned! We are fortunate that their view will not win the day on January 6, 2021, but there is no guarantee that a different set of Republican Senators will restrain

themselves in the future. They have revealed themselves as a party opposed to democratic rule. With a modicum of effort, Trump persuaded Republicans to exalt his desire to retain power over fealty to the Constitution. If that does not disturb you, nothing will.

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Dougie Kass

@DougKass

4 Jan

@realmoney

On @realmoney
The Bitcoinization of Precious Metals?

Surprise #7 A Decline in the U.S. Dollar Spurs an Advance In Gold (to $3,000/oz) and a Ramp of +50% in Bitcoin (to $40,000) - But Silver Is The Big Winner As It Doubles to Over $50/oz - Over easy policy, excessive liquidity,

higher inflation and a rapid rollout in the Covid-19 vaccine powers the prices of cryptocurrencies and precious metals higher. Silver, however, is the league leader as the rapidly rising demand for silver in industrial applications creates a supply crunch late in the year.

Another challenge on the supply side for silver is that more than half of mined silver supply is a by-product of zinc, lead and copper mining, making it tough for miners to meet the surging excess proportional demand for silver. Precious metals and crypto currency prices peak in

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