Dougie Kass
@DougKass
Seabreeze Capital Partners LP http://seabreezepartnerslp.com
Charts of the Day * From Rosie I do not understand the inflation optimism which appears to lie at the core of the bullish market view: CRB Spot Commodity Price IndexUnited States: 2023-Present (index) Source: Rosenberg Research📷
On @cnbc the commentator said the wall of worry is subsiding... specifically, inflation is dropping. This is incorrrect: JUL 21, 2025 12:00 PM EDT Inflation, Uncertainties and Other Bearish Warnings In this past weekend's Thoughts From the Frontline Inflationary Confusion -…
On @cnbc the commentator said the wall of worry is subsiding... specifically, inflation is dropping. This is incorrrect: JUL 21, 2025 12:00 PM EDT Inflation, Uncertainties and Other Bearish Warnings In this past weekend's Thoughts From the Frontline Inflationary Confusion -…
CRB Spot Commodity Price IndexUnited States: 1981-Present (index) Source: Rosenberg Research📷
There was a near universal optimism in $NFLX as the steady advance in its share price continued until the end of 2Q2025. In fact many a panelist on the shows suggested it was the surest bet in the markets (cause it was "recession resistant"). (Just go to the tapes) Well, we…
They're Baaaack. Be Afraid. "The Return of the Meme Stocks: GPRO, DNUT, BYND. . . . . . . . . . . . . . " on the blog tab of seabreezepartnerslp.com @DougKass
"Fun, Fun, Fun?" on the blog tab of seabreezepartnerslp.com
All the components of Congregation P are lower on the day!
Coming up on @TheStreetPro Move Over Mag 7 And All Rise With Congregation P * Or, maybe, consider finally sitting down after the glorious and godsend run over the last year?.... As suggested in Monday's opener, in order to get a bead on future market action, my eyes are…
Want a hint at what may move the market? Go to church ['Congregation P' that is] "Move Over Mag 7 — And All Rise With Congregation P" on the blog tab of seabreezepartnerslp.com @DougKass
Coming up on @TheStreetPro Move Over Mag 7 And All Rise With Congregation P * Or, maybe, consider finally sitting down after the glorious and godsend run over the last year?.... As suggested in Monday's opener, in order to get a bead on future market action, my eyes are…
'The Haters Guide to the AI Bubble' - discover this and other commentary on the blog tab of seabreezepartnerslp.com @DougKass wheresyoured.at/the-haters-gui…
A list of increases on imported goods and the "Inflation, Uncertainties and Other Bearish Warnings" now on the blog tab of seabreezepartnerslp.com @DougKass
Stocks followed without question by those who worship at the altar of these names..... "All Rise With Congregation P (the Newest Acronym)" now on the blog tab of seabreezepartnerslp.com @DougKass
Coming up on @thestreetpro All Rise For Congregation P! Move over Mag 7... @tomkeene @business @pboockvar @dougkass @ferrotv @guyadami @Convertbond
CHART OF THE DAY: The US Dollar Goes to Bullish TRADE While Staying Bearish TREND app.hedgeye.com/insights/16878… via @hedgeye
Whether you agree or disagree with me (note: I have been wrong about my market outlook since S&P 5800) - this is a damn good read and, hopefully will make you think... Stock Market's Downside Risk Is Approximately 4x Upside Reward * In the Bull Market in Complacency... What…
Excerpts from Seabreeze's Letter to Investors & Doug Kass' recent commentary: "Stock Market's Downside Risk Is Approximately 4x Upside Reward" Read it now on the blog tab of seabreezepartnerslp.com @DougKass
Weekend reading!
Bouts of speculation are back. History never repeats itself. Man always does. Revisiting a very timely Doug Kass editorial in Barrons' ("Kids Today"). Now on the blog tab of seabreezepartnerslp.com @DougKass