Doug Kass: My Best Investment Idea for 2023

My best investment idea for next year is not a stock. No grand 2023 S&P 500 EPS estimates or lofty price targets from this observer! This idea is risk free and may provide an equity-like return ne...

Doug Kass Predicted Some of the Biggest Surprises of 2022;: Here’s His 2023 List

Will gold climb to $3,000 an ounce by late next year? Will the forecast for a first-half-of-2023 downturn and a second-half upturn be flipped on its head? Will oil make a surprise rally in the second ...

Doug Kass: What If David Tepper Is Wrong?

The battle of investment wit continues. David Tepper’s CNBC interview Thursday and FinTV’s coverage of it caused more than a ripple in the markets (here it is). At one point Thursday the S...

Doug Kass: 10 Reasons Why I Am Shorting Apple

Last week I initiated a short in Apple (AAPL)  — and I added to my short on both Wednesday and Friday. Here is my investment rationale: 1. While the Apple eco system remains formidable (no surpr...

Doug Kass: Here’s Why Easy Money Often Winds Up in Money Heaven

There are an increasing number of examples of the tide going out and exposing us to who is swimming naked.  Excessive monetary growth gave capital to the likes of Chamath Palihapitiya, Cathie Wood and...

TheStreet’s Doug Kass: Don’t Be Fooled by Stock Rally

The stock rebound since mid-June has turned some investors bullish on the market. Doug Kass, a columnist for TheStreet.com’s Real Money Pro, isn’t one of them.  “The swiftness and size of the rise in ...

Kass: Why I’m Aggressively Buying Bank and Brokerage Stocks

On Wednesday I listened to a downbeat discussion of bank and brokerage stocks on CNBC’s Half Time. The investors that own them on the show were dour and disappointed. None expected near term rel...

Doug Kass: How Did Bank Stock Investors Get So Clueless?

Travelling with the herd is often harmful to your investment well being.    Banks stocks have been among the worst-performing sectors in the last six months. Yet, the vast consensus view was that, in ...

Doug Kass: The Great Bear Market of 2021-22

The averages are lying to investors. We have been in a profound and significant Bear Market since last summer as numerous individual securities have cratered. I continue to be bearish and am of the vi...

Why hedge-fund manager Doug Kass says his bearish case is now stronger and dip buyers should bide their time

For equity dip buyers still waiting in the wings, hedge-fund manager Doug Kass suggests holding fire for now as better bargains, and unfortunately worse times, are ahead. “It is my view that the odds ...

Doug Kass: The Era of Irresponsible Bullishness May Soon Be Over

Thursday was an encore presentation, as, for the second time in one week, stocks collapsed. Monday’s market schemissing was followed by yesterday’s vicious decline as the rotation from gro...