A Heads Up on Bonds
Originally published at 1:54 PM EDT on August 27, 2015
Bond prices are at the high of the day and yields at the low of the day -- this is not, historically, a RISK ON message or signal.
Position: Long TBF, short TLT
Adding to Blackstone/GSO
Originally published at 12:15 PM EDT on August 27, 2015
Position: Long BGB
Long Twitter, Short Facebook (Part Deux)
Originally published at 10:23 AM EDT on August 27, 2015
Position: Long TWTR, short FB
More SPY Shortin' Goin' On
Originally published at 1:41 PM EDT on August 27, 2015
I have moved from modestly short today to medium-size short.
Position: Short SPY
At the time of publication, Kass and/or his funds were long, BGB, Twitter and TBF and short, SPY, FB and TLT, although holdings can change at any time.
Doug Kass is the president of Seabreeze Partners Management Inc. Under no circumstances does this information represent a recommendation to buy, sell or hold any security.