NEW YORK (TheStreet) -- Doug Kass of Seabreeze Partners is known for his accurate stock market calls and keen insights into the economy, which he shares with RealMoney Pro readers in his daily trading diary.
Among his posts this past week, Kass shares some negative Apple (AAPL) headlines, talks about the earnings cliff and explains why the short Treasury ETF looks interesting.
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It's the Earnings Cliff
Originally published on Friday, Dec. 14 at 8:58 a.m. EST.
- No rush to buy now .
Friday's Apple Negative Headlines
Originally published on Friday, Dec. 14 at 11:34 a.m. EST.
- What's doing the rounds.
- Several more negative sell-side calls on weak supply chain checks (Apple, Jabil (JBL), etc). See comments from DB Asia/Japan.
AAPL iPhone 5 launch in China uneventful with lines small: WSJ.
Hon-Hai -5% (Largan limit down & LPL hit Thursday) on AAPL iPhone 5 demand concerns.
Several more articles out overnight about NAND/DRAM pricing continuing to rip higher.
Apple's Decision To Make The New iMacs Super Thin Was A Mistake.
The Short Treasury ETF Gets Interesting
Originally published on Thursday, Dec. 13 at 12:50 p.m. EST.
- The TBT has fallen to a level that should be near support.
Chasing the Dragon
Originally published on Monday, Dec. 10 at 10:20 a.m. EST.
- The economic data out of China has clearly improved.
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