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Owning Bonds Is Like Picking Up Pennies In Front Of A Steamroller

by DOUG KASS From my perch, owning bonds today might be like picking up nickels in front of a steamroller! I am adding a short U.S. Bond position (short iShares 20+ Year Treasury Bond (TLT) at the...

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There Is No Margin Of Safety Left

 by DOUG KASS If you are shopping for common stocks, choose them the way you would buy groceries, not the way you would buy perfume. –– Benjamin Graham Following the Woodstock for Capitalists in Omaha,...

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The Next ‘Big Short’ May Be At Hand

By Doug Kass   Bill Gross, Monthly Investment Outlook, July 30, 2015: “But perhaps the recent annual report from the BIS – the Bank for International Settlements – says it best. The BIS is after all...

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The Bulls Are In Danger Of Turning Into Lemmings

http://dougkass.tumblr.com/post/126997680138/the-bulls-are-in-danger-of-turning-into-lemmings

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Revisiting The Wisdom Of Randolph Duke: ‘Something’s Wrong—–Sell! Sell!’

Randolph: Something’s wrong! … They’re selling, Mortimer! … You, idiot! Get back in there at once and sell! Sell!”

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A Broadening Market Top Is In Place—-Another Rollover Ahead

As I've previously noted, I believe a broadening and important market top is in place, and that a relatively meaningful portion of stocks' daily moves are exaggerated by gamma hedging, risk parity and...

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