Expanding Shorts on Treasuries, Adding to Blackstone Fund, Twitter, Facebook: Doug Kass' Views

NEW YORK (Real Money Pro) -- Doug Kass shares his views every day on RealMoneyPro. Click here for a real-time look at his insights and musings. 


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.

Expanding shorts.

Position: Long TBF, short TLT


Adding to Blackstone/GSO

Originally published at 12:15 PM EDT on August 27, 2015

High yield has clearly stabilized; I added to Blackstone/GSO Strategic Credit  (BGB).

Position: Long BGB


 Long Twitter, Short Facebook (Part Deux)

Originally published at 10:23 AM EDT on August 27, 2015

As I suggested earlier that I'd be doing, I've added to my paired trade of going long on Twitter  (TWTR) and short on Facebook (FB).

Position: Long TWTR, short FB


 More SPY Shortin' Goin' On

Originally published at 1:41 PM EDT on August 27, 2015

I am getting much more serious on the short side with SPDR S&P 500 ETF  (SPY) at $199.15 now.

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.

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