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 week, Kass discussed the implications of the latest inflation data, revealed a change in his strategy on bank stocks and wrote that the bull market in gold is over, at least for a while. Please
Payrolls Fall Short
Originally published on Friday, April 6 at 9:18 a.m. EDT.
- The early 2012 macroeconomic strength was a result of a pull forward because of mild weather and because of the pull forward in capital expenditures from the 100% tax credit for business spending.
- Structural issues in the labor market remain an important headwind (and are not likely impacted by more easing).
Invest Like Barton Biggs
Originally published on Thursday, April 5 at 11:37 a.m. EDT.