All posts tagged "Doug Kass"

  • Doug Kass Expects Annuity Issuers to Profit

    Doug Kass is reportedly bullish on the prospects of life insurance companies MetLife (MET), Lincoln National (LNC), and Prudential (PRU) based on their ability to generate profits from increased demand of annuities.  All three are producing good...

    • Posted August 1, 2011
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  • Derek Hernquist Doesn’t Get the Need to Predict

    Derek Hernquist, writer of the “Musings of a Tape Reader” blog, is critical of the constant predictions spouted by the pundits. He singles out Doug Kass, while acknowledging he has made great calls in the past, wonders...

    • Posted January 8, 2011
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  • Doug Kass is Not Joining the Bulls

    Doug Kass remains skeptical of the stock market’s prospects and is not ready to jump on the bullish bandwagon most strategists seem to be hitching their horses to. Kass finds very few long ideas and has his...

    • Posted January 6, 2011
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  • Doug Kass’s Surprise Predictions for 2011

    Doug Kass has released his 15 predictions for 2011.  They range from political to economic and beyond.  Nothing earth-shattering, but he does expect the Chinese economy to slow down to a relatively anemic 5% growth rate and...

    • Posted December 28, 2010
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  • Doug Kass Doesn’t Believe in Gold

    Doug Kass, in an interview on CNBC, said gold is a crowded trade and projected it would end 2011 between $1,100 – $1,200 an ounce.  He makes the familiar case against the yellow metal that it has...

    • Posted December 21, 2010
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  • Doug Kass Sees Scale Tip to Bearish Side

    Back in late August Doug Kass correctly said the scale had tipped to the bullish side (link). It appears he now sees the opposite: The U.S. economic recovery remains fragile and is still characterized by excess industrial...

    • Posted October 12, 2010
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  • Doug Kass: The Scale Has Tipped to the Bullish Side

    Doug Kass believes the stock market has already discounted a double dip recession. He makes a lucid argument as to why the market can make forward progress despite the glum economic outlook: As I have written, I...

    • Posted August 24, 2010
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  • The Debate of a "Bond Bubble" Continues

    Doug Kass puts things in perspective by recently tweeting, “Consider the 2.72% yield on the 10 year bond equates to a “PE Multiple” of 36.5x (inverse of yield) vs. S&P PE of 12x $$” Pragmatic Capitalism provides...

    • Posted August 20, 2010
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  • Rich Karlgaard Blasts Prechter, Farrell and Dent

    Forbes columnist Rich Karlgaard recently posted an article criticizing the predictions and questioning the motivations of Robert Prechter, Paul Farrell and Harry Dent. All three in question have basically forecasted a continuing brutal bear market and the...

    • Posted July 11, 2010
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  • Doug Kass Says Market Has Made Low For Year

    Doug Kass, Seabreeze Partners, says the economy will not be as weak as many people think and the market is close to the bottom for the year. “If you look at the June ISM non-manufacturing index,” he...

    • Posted July 7, 2010
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