Doug Kass: A Market Bacchanal Rages On, While I Remain Celibate
Despite the market’s amazing advance, there are many justifiable reasons for our doubt and skepticism.
The Inflation Excuse Is Waiting in the Wings
Chip stocks are rebounding, but nervousness about inflation is building as momentum cools.
Don’t Let Bulls, Bears and Bubbles Distract You From Smart Trading
I’m not bearish, bullish, or fighting bubbles. I’m simply adjusting my positioning.
Why I’m Raising Cash in a Market Making Record Highs
There’s a reason I’m feeling more cautious and have cash levels close to 50% now.
Macro Headwinds Build, But They Can’t Stop the Chip Rampage
This is the part of the recent action that has bears scratching their heads.
Pockets of Momentum Endure as Traders Lean into Risk
I’m looking for hidden gems like this cancer treatment play following earnings.
AI Is Booming — But the Consumer Is Struggling
I’m increasingly concerned about affordability in an AI World.
120 New Lows Send a Quiet Warning With Market Still Near Record Levels
Semiconductors and small-caps struggle while the new-low list keeps growing. This is how a two-tiered market acts under stress.
The Best Traders Don’t Waste Their Time Doing This
The most successful traders I know stay focused on individual stocks. There are good reasons for that, and here is an example.
