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Dougie Kass

@DougKass

7 Jan

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Dealing With, Interpreting and Understanding The Market Consequences of A Dark Day in History

* As I predicted thirteen months, the streets have grown violent in the aftermath of the Election
* But, markets have no conscience and are increasingly dispassionate

* Structural changes - specifically the proliferation of "passive investing" - have produced an equity market without "feelings" and emotion
* This has led to the least informed holders of stocks in history
* And as I predicted, several social media platforms have declared the

President unfit to post
* Finally, as I also expected and predicted in my "15 Surprises for 2021," the pivot from growth to value is accelerating
* Short bonds, long banks... still
* Fire or Ice? No, as disasters have a way of not happening
* But there may be danger at our door

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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

What has happened to the Republican Party, the GOP - "the grand old party?
The Republican Party is now Trump’s party. 94% of Republicans voted for him in 2020. They voted for him after he attempted to bribe Ukraine and his impeachment. They voted for him after he locked

children in cages to punish their parents for coming to America. They voted for him after he encouraged white nationalists and neo-Nazis to resort to violence. They voted for him despite the fact that he is a misogynist and racist. They voted for him after he blamed unarmed

black men who were shot in the back and slowly executed in public. They voted for him after he downplayed Covid-19. Virtually all Republicans know exactly who Donald Trump is, and they are just fine with that fact. The leadership in the Republican Party

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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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