Doug Kass fills his blog on RealMoney every day with his up-to-the-minute reactions to what's happening in the market and his legendary ahead-of-the-crowd ideas. This week he blogged on:
- How some investors are confident Trump will be a growth-friendly president.
- How uncertainty and volatility may factor in the market.
Click here for information on RealMoney, where you can see all the blogs, including Doug Kass'--and reader comments--in real time.
I am now back to market neutral and very light in my gross exposure.
We have now traversed nearly 35 S&P handles since Friday's close.
We could be borrowing from an anticipated Clinton victory now.
The "rub" will now be in how the Senate and House tilt.