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 Silver readers in "The Edge," his daily trading diary.This week, Kass wrote about how Yahoo! bears have it wrong, explained why the December new-home sales report was misleading and raised concerns of profit margin pressures this year. Please
The Specter of Profit Margin Pressures in 2011
Originally published on Jan. 24 at 9:26 a.m. EST.
- Corporate profit margins are among the most mean-reverting economic series extant.
New-Homes Sales Built on a Weak Foundation
Originally published on Jan. 26 at 12:15 p.m. EST.
- The artificially inflated Western region increased by an outsized 71%.
Yahoo for Yahoo!
Originally published on Jan. 27 at 11:40 a.m. EST.
- AliPay (40% owned by Yahoo!) has grown dramatically and is likely more valuable than PayPal.