Doug Kass: It Is Not Different Time
By my calculus, there is three times or more downside potential than upside presently.
Down 20%, Activist Involved, Insiders Buying: I’m Going With the Flow
With earnings still growing and Starboard circling, I’m using this strategy around a ‘mundane’ industrial.
Weekly Roundup: Forget ‘Too Late Powell’, It May Be ‘Too Late Wall Street’
We added to two holdings this week, and are eyeing these others right now
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.