In these highlights from his trading diary this week, Doug Kass writes about the foundering global economic recovery.
I view the capital markets as generally unattractive.
The recent strength in the company's shares suggests that he's wise to something.
We are witnessing the return of the two-way market without memory from day to day.
In these highlights from his trading diary this week, Doug Kass writes about Twitter's fourth-quarter results and the upside and downside for U.S. bonds.
The surreal share price advance might all be a fantasy.
The only certainty is the lack of certainty.
Here is my appraisal.
The heavier the Super Bowl advertising by a company, the more likely its stock will underperform.
In these highlights from his trading diary this week, Doug Kass writes about the need for caution and data on GDP and jobless claims.