Doug Kass is the president of Seabreeze Partners Management Inc. Until 1996, he was senior portfolio manager at Omega Advisors, a $6 billion investment partnership. Before that he was executive senior vice president and director of institutional equities of First Albany Corporation and JW Charles/CSG. He also was a General Partner of Glickenhaus & Co., and held various positions with Putnam Management and Kidder, Peabody. Kass received his bachelor's from Alfred University, and received a master's of business administration in finance from the University of Pennsylvania's Wharton School in 1972. He co-authored "Citibank: The Ralph Nader Report" with Nader and the Center for the Study of Responsive Law and currently serves as a guest host on CNBC's "Squawk Box."
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If you believe the following statements, this column clearly is not for you.
We all would love to have a crystal ball in predicting the course of the last half of this year - but mine, to be honest, is fairly cloudy.
The market's Pavlovian (and recently bullish) reaction to lower interest rates may be wrong
The market is in a different place now than it was late last year, so don't expect the same kind of rebound.
I suggest avoiding all three over the next few months and over the remainder of the year.
A preeminent student (and teacher) of sentiment studies and market psychology, Farrell's '10 Rules' are an outgrowth of his long career following the investment markets.
Friday's trade negotiations outcome is not likely to be a market friendly development.
Though I currently only have a small dog in the Apple hunt, I will likely expand my small short in the stock on any further share price strength from here.
The sharp rebound in dMAU and MAU coupled with an acceleration in ads augurs well for Twitter's shares.
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