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Doug Kass

Doug Kass

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Investor (Seabreeze); market diary on U.S. equities and macro.

Recent Posts

Financial Media Misuses Weak GDPNow Forecasts to Spin Bullish Narrative
Social•Feb 21, 2026

Financial Media Misuses Weak GDPNow Forecasts to Spin Bullish Narrative

Recall @HalftimeReport Slink's confidentally quoting (on almost a daily basis) of the robust GDP Now projections by the Atlanta Fed (among the worst forecasters extant) to support her "the economy is great" and bullish market thesis? That is the way it is on Fin TV with so many trying to bolster their brands (selling a service, attracting investors, etc.) - despite no modelling, no investment process or rigor. There is no ownership for errant projections on the economy and individual stocks (such as this week's boners - $OWL $CVNA $CRM $PANW, etc). Losers are swept under the carpet and winners are emphasized. Trump-like. I call B.S. Again. @ScottWapnerCNBC @gnoble79 @KeithMcCullough @hedgeye @SamofAmerica

By Doug Kass
S&P Briefly Dips Negative, Marking a Ludacris Day
Social•Feb 20, 2026

S&P Briefly Dips Negative, Marking a Ludacris Day

ludacris day means that sometime in the day the s and p turns negative after being substantially higher. the s and p did turn negative (briefly) qualifying as a ludacris day.

By Doug Kass
Equity Risk Discount Signals Overvalued Market Amid Turmoil
Social•Feb 20, 2026

Equity Risk Discount Signals Overvalued Market Amid Turmoil

An equity risk premium which has recently turned into an equity risk discount. (Historically, an awful launnching pad for future returns) Policy turmoil, slowing domestic economic growth, sticky inflation, circular financing deals in AI (holding up the econ data) and traditional...

By Doug Kass
S&P Reverses Gains, Slides Downward After Recent Surge
Social•Feb 20, 2026

S&P Reverses Gains, Slides Downward After Recent Surge

S and P now down on the day (reversing 45 handles in last few minutes) From an hour ago... on @thestreetpro Dougie Kass Ludacris Day? @dougkass

By Doug Kass
Short the Rips, Buy the Dips: Grinder’s Strategy
Social•Feb 20, 2026

Short the Rips, Buy the Dips: Grinder’s Strategy

Grinder on the short side of the Indices for several months. Short the rips, buy the dips... for now, Bill. @DougKass

By Doug Kass
Shorting SPY at $686.72 in Premarket Trade
Social•Feb 20, 2026

Shorting SPY at $686.72 in Premarket Trade

Premarket Trading (4:10 AM) @TheStreetPro * Win, lose or draw - I timestamp * I don't bullshit (by sweeping losers under the rug and regaling in my winners) .... I am back shorting the indices: *  (SPY)  $686.72 By Doug Kass Feb 20, 2026...

By Doug Kass
Stay Cautious on Retail, Long Amazon, Short Walmart, Costco
Social•Feb 19, 2026

Stay Cautious on Retail, Long Amazon, Short Walmart, Costco

(In contrast to the bullish view expressed yesterday on the Fin TV show - see SLINK's confident consumer outlook on @cnbc), we remain cautious on the consumer. This week we put on a three way pairs trade - long $AMZN/Short $COST...

By Doug Kass

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