Things I Did Friday

Avatar photo Doug Kass on November 2, 2026

Here were Friday’s things:

* I initiated trading long rentals in $AMZN at $225.56, $BABA at $98.70, $GOOGL at $279.56, $META at $615.36, $UBER at $65.18, $NFLX at $62.08 and $MSFT at $524.50.

* I initiated trading long rentals in $BAC at $50.12, $C at $122.02 and $WFC at $83,73.

* I covered my $ARKK short at $80.03 and my $FIGS short at $21.16.

* I covered my $AAPL short at $345.70.

* I added to $MSOS at $3.93, $GTBIF at $6.25, $GLAS at $2.23 and $VRNO at $5.03.

* I added to $GLD at $362.10.

Position: Long MSOS common (VL) and calls (VS), GLD (M), GTBIF (S), VRNO (VS), GLAS (S), AMZN (S), BABA (S), GOOGL (S) META (S), UBER (S), NFLX (S), MSFT (S), BAC (S), C (S), and WFC (S).

Things I Did Today

Avatar photo Doug Kass on October 22, 2026

Here are today’s things:

* I covered all of my $SPY short at $764.96.

* I covered most of my $TSLA at $369.55.

* I added to $GLAS at $2.21, $GTBIF at $6.53 and $MSOS at $4.09.

* I sold more of my $PG long at $165.70.

Position: Long MSOS common (VL) and calls (VS), PG (VS), GLAS (S), GTBIF (S); Short TSLA (VS)

Still Adding to Cannabis Holdings

Avatar photo Doug Kass on October 14, 2026

Once again, as you can see from the tweets I have published in my Diary, today’s news is yet  another procedural setback.

Fortunately the judge has given the DEA only one week (on ten pages) to respond.

I continue to add to cannabis — with concentration of $MSOS and $GTBIF.

Position: Long MSOS common (VL) and calls (S), GTBIF (S) 

Things I Did Today

Avatar photo Doug Kass on October 8, 2026

Here are today’s things:

* I covered all of my Index shorts: $SPY $772.55 and $QQQ $751.41 (for a quick profit from last night).

* I am back buying $PEP at $124.88

* I added to $MSOS $4.39, $GTBIF $6.61 and $GLAS $4.99

* I added to $GRNY short at $28.49.

Long MSOS common VL calls VS GTBIF S GLAS S PEP M

Short GRNY M

Another Signpost That Rescheduling of Cannabis Is Likely

Avatar photo Doug Kass on October 7, 2026

The IRS proclamation that they will looking at 280E guidelines (earlier this week) and the DEA info below seem to be concrete signposts that rescheduling of adult-use cannabis is very likely over the near term:

DEA Launches New Registration Forms For Medical Marijuana Manufacturers, Distributors And Testing Labs – Marijuana Moment

I added to $MSOS, $GLAS and $GTBIF yesterday.

Positions: MSOS common VL calls S GLAS S GTBIF S

Things I Did Yesterday

Avatar photo Doug Kass on October 6, 2026

Here are Monday’s “things:”

* I reshorted the indices: $SPY at $771.82 and $QQQ at $752.71.

* I added to cannabis longs — $MSOS at $4.41, $GTBIF at $6.29 and $GLAS at $5.28.

* I reshorted $NVDA at $237.12. I took a small trading loss on much of this short at $237.49. 

* I reshorted $GRNY at $28.46.

Position: Long MSOS common (VL) and calls (S), GTBIF (S), and GLAS (S); Short GRNY (S), NVDA (VS)

Things I Did Today

Avatar photo Doug Kass on October 2, 2026

Here are today’s things:

* I shorted $SPY at $771.85 and $QQQ at $752.11.

* I covered SPY at $767.90 and QQQ at $748.45.

* I added to $MSOS at $4.40, $GLAS at $5.10 and $GTBIF at $6.66.

Position: Long MSOS common (VL) and calls, GLAS (S), GTBIF (S)

Another Marijuana Moment

Avatar photo Doug Kass on October 2, 2026

I added to $GTBIF and $MSOS this morning:

Position: Long MSOS common (VL) and calls (S), GTBIF (S)

Second Trade of the Day

Avatar photo Doug Kass on October 1, 2026

It’s been a slow day trading/investing as I have little conviction in here over the near term.  

I added to $GTBIF at $6.68.

Position: Long GTBIF (S)

Things I Did This Morning 

Avatar photo Doug Kass on September 30, 2026

* I have  meetings at 10:30 a.m., 2:30 p.m. and 3:30 p.m. so I am keeping you up early…

Here are today’s things:

* I sold my $GLD at $386.34

* I added to $GLAS $6.15, $GTBIF  $7.14 and $MSOS $4.65.

Positions: MSOS common VL calls M GTBIF S GLAS S