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 what the latest jobless claims and ISM reports mean for the economy, why Ocwen Financial is now his favorite stock for 2012 and why Barnes & Noble is a perfect example of when not to short a stock. Please
Parsing the Data
Originally published on Thursday, May 3 at 11:07 a.m. EDT.
Ocwen Has Huge Potential
Originally published on Thursday, May 3 at 12:05 p.m. EDT.
Big Bond Short
Originally published on Monday, April 30 at 1:17 p.m. EDT.
"Chains of habit are too light to be felt until they are too heavy to be broken."I currently have a near-20% weighting in my bond short. It is the largest individual asset class bet I have ever made and underscores my conviction -- or insanity. I will be speaking at Whitney Tilson's seventh annual spring Value Investing Congress in Omaha, Nebraska, a week from today (Monday, May 7). The subject of my talk is "The End of the Bond Bull Market (From an Equity Investor's Perspective)." Wish me luck -- I will need it! And if any subscribers are in Omaha next weekend to attend Berkshire Hathaway's ( BRK.A) annual meeting, please look me up. I'll be the guy wearing the sweater that says, "Warning: Bonds may be hazardous to your health!" At the time of publication, Kass was long BRK.B, TBT and TBF. He was short TLT.
-- Warren Buffett
When Not to Short (Part Deux)
Originally published on Monday, April 30 at 9:29 a.m. EDT.