- A dumping of homes on the market in the spring
- A quantum increase in the months of unsold housing inventory
- A dramatic drop in the average home selling price.
Doug Kass shares his thoughts on whether there's any there, there, and reveals some recent trades.
Doug Kass shares his thoughts on Treasury notes and bonds, and offers some other observations.
In highlights from this week's trading diary and posts, Kass discusses calling an audible and ponders the merits of remaining contrarian.