Is That All There Is to the Circus?

* Yes that is all there is — as diversification is dying

I know what you must be saying to yourselves
“If that’s the way she feels about it, why doesn’t she just end it all?”
Oh, no, not me
I’m not ready for that final disappointment

‘Cause I know, just as well as I’m standing here talking to you
And when that final moment comes, and I’m breathing my last breath
I’ll be saying to myself

“Is that all there is?
Is that all there is?
If that’s all there is, my friends, then let’s keep dancing
Let’s break out the booze and have a ball
If that’s all there is”

– Peggy Lee, Is That All There Is?   Peggy Lee — Is That All There Is? 1969

Why even mention any stock except hyperscalers, semis and memory companies?


Position: None

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Posted by Doug Kass

Doug Kass is a world-renowned hedge fund manager with decades of experience and success navigating through some of the most turbulent periods in market history. He is known for his time-tested analytical skills and ability to look past the current noise and herd mentality. On TheStreet Pro, Kass provides frequent market commentary and investing ideas for active investors throughout each trading day in Doug’s Daily Diary. He also serves as president of Seabreeze Partners Management Inc. Previously, he served as a senior manager at Omega Advisors, a $6 billion investment partnership. He co-authored a book with Ralph Nader and the Center for the Study of Responsive Law called “Citibank: The Ralph Nader Report” and can be found as a guest host on CNBC's "Squawk Box." A Note from Doug: Current strategies and actionable trade ideas -- all on one dynamic platform built exclusively for active trades. From sudden sell-offs to sudden spikes, TheStreet Pro arms you with crucial analysis -- at a rapid fire, professional pace -- to help you make sound trading decisions -- every day, every hour, and every minute. Join me and my team of professional traders for unique perspectives and breakthrough investment opportunities.

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