Seabreeze Partners
@SeabreezeLP
"In the Squared Circle (and Sometimes in the Markets) It's All Theater" on the blog tab of seabreezepartnerslp.com @DougKass
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
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
'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
"Fast Times: American Express" on the blog tab of seabreezepartnerslp.com @DougKass
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
Doug Kass questions to Charlie Munger and Warren Buffett at Berkshire Hathaway's 2013 Annual Meeting in Omaha, Nebraska. "Let's Go to the Tape With Warren, Charlie and... Me!" on the blog tab of seabreezepartnerslp.com @DougKass youtube.com/watch?v=sC9ofs…
Things you see near a market top. Read "Scenes We Like to See" and more on the blog tab of seabreezepartnerslp.com @DougKass
"Chart of the Day": Read all the commentary and more on the blog tab of seabreezepartnerslp.com @DougKass
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
"Cracks Below the Surface? Tuesday's Action May Have Had Some Meaning" An in-depth look of the factors that may tell a different story. Read this and other commentary from today on the blog tab of seabreezepartnerslp.com @DougKass
Dimon knows what tv panelists/analysts do not. Read "Say No to Bank Stocks — They Are in Rare Atmosphere" on the blog tab of seabreezepartnerslp.com @DougKass
OBSERVATIONS. "Some Divergences Under the Hood" Read the commentary on the blog tab of seabreezepartnerslp.com @DougKass
The crowd who is pricing the AI stocks. "More Tales From Nvidia" Read the commentary on the blog tab of seabreezepartnerslp.com @DougKass
Waiting for the right pitch amidst price action, but recognize that "The Technical Conditions Are Aligning" Read the commentary on the blog tab of seabreezepartnerslp.com @DougKass
A double-hit on the 2025 Surprise List. Read "The Musk/Trump Romance Was a Limited Production Novella (Part Deux)" on the blog tab of seabreezepartnerslp.com @DougKass
"Examining the Bullish Case" and the points on which i differ. now on the blog tab of seabreezepartnerslp.com @DougKass