Kass: Trading Against the Trend
I am shorting some names into today's ramp.
Related Topics: Implied Volatility | Technology | Media | Market Commentary | Bearish Bet | Fed/Interest Rates | Energy/Commodities | Energy | Financial Services | Stock Picks | Bonds/Economy | Economic Data | Fundamental Analysis
12:06PM 05/14/08
Kass: Warren Buffett's Style Drift
After years of shunning derivatives, he has immersed himself in a large and unprofitable derivative transaction.
Related Topics: Fundamental Analysis | Consumer Goods | Bearish Bet | Retail | Media | Banks | Stock Picks | Implied Volatility | Internet | Financial Services | Food and Beverage
11:59AM 05/13/08
Kass: Bulls Could Drown on the River Card
A number of near-term and intermediate-term headwinds are waiting in the wings.
Related Topics: Fundamental Analysis | Retail | Implied Volatility | Markets | Financial Services | Currencies | Real Estate | Bearish Bet | Market Commentary | Technical Analysis | Consumer Goods
11:59AM 05/12/08
Bonds are breaking down, Cisco is slowing down, Merrill is making another mess, and Fannie Mae is hemorrhaging red ink.
Related Topics: Bonds/Economy | Energy/Commodities | Market Commentary | Implied Volatility | Financial Services | Currencies | Stock Picks | Fundamental Analysis | Technology
11:59AM 05/07/08
Kass: The Media's Muddled Message
At times, it seems as though the media's agenda takes precedence over the content they carry.
Related Topics: Fundamental Analysis | Consumer Goods | Retail | Implied Volatility | Energy/Commodities | Stock Picks | Market Commentary | Financial Services | Banks
11:59AM 05/06/08
Kass: Buffett Gets a Free Pass
Berkshire Hathaway traffics in derivatives -- instruments of which Buffett has consistently been critical.
Related Topics: Stock Picks | Real Estate | Implied Volatility | Food and Beverage | Consumer Goods | Drugs | Health Care | Retail | Banks | Fundamental Analysis | Insurance | Put/Call | Industrials | Financial Services
11:59AM 05/05/08
Kass Katch: Buying Alliance Bernstein
The company enjoys a low tax rate and distributes most of its cash flow in the form of a 5.4% dividend yield.
Related Topics: Implied Volatility | Financial Services | Stock Picks | Banks | Fundamental Analysis | Technical Analysis | Insurance
11:59AM 05/02/08
From both fundamental and technical perspectives, it looks like the top has stopped spinning.
Related Topics: Implied Volatility | Stock Picks | Energy | Bearish Bet | Fundamental Analysis | Technical Analysis | Financial Services | Industrials | Consumer Goods
11:59AM 04/29/08
Kass: Spitting Out the Wrigley News
Did Berkshire get its money's worth?
Related Topics: Technical Analysis | Retail | Fundamental Analysis | Stock Picks | Financial Services | Consumer Goods | Food and Beverage | Bearish Bet | Banks | Implied Volatility
11:59AM 04/28/08
Kass: Stop Pointing Fingers at Short-Sellers
Several corporate managements continue to blame short sellers for their own fundamental mistakes.
Related Topics: Internet | Retail | Financial Services | Health Care | Real Estate | Fundamental Analysis | Stock Picks | Insurance | Drugs | Banks | Implied Volatility
11:59AM 04/25/08

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