SNOW, JPM Shorts
I have reshorted ($JPM) at $359.29
And I have taken a trading short rental in ($SNOW) at $377.50 (with a tight stop).
Positions: Short SNOW S, JPM S
More Covering
I just covered my trading short rental in JPMorgan ($JPM) at $354.41.
I shorted the stock above $359 yesterday and at $359 earlier in the trading day.
I plan to reshort strength.
Now I can go to lunch!
Position: None
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Adding to 2 Shorts
I added to two shorts:
* JPM ($JPM) $359.47
* CRM ($CRM) $258.89
Positions: Short JPM S CRM S
Things I Did Yesterday
Here are Monday’s things:
* I reshorted the indices after the market closed last night — $SPY at $767.32 and $QQQ at $717.13.
* I added to my $MSOS common at $4.94 and call long positions (slightly out of the money for September and October).
* I added to $VRNO at $6.12.
* I initiated a very small $GLD long at $405.42 (which I added to overnight at $401.28).
* I added to my $CRM short at $260.24.
* I reshorted the private equity space — $APO at $137.61, $BX at $142.94 and $KKR at $110.63.
* I reshorted $CRWV at $85.02.
* I reshorted $JPM at $356.14.
Long MSOS common VL calls S VRNO S GLD VS
Position: Short SPY (S), QQQ (S), CRM (S), CRWV (VS), APO (VS), BX (VS), KKR (VS), JPM (S)
Things I Did Yesterday
Here are Thursday’s things:
*I shorted $CRWV at $92.32 and covered at $87.98.
* I added to $GRNY short at $28.03.
* I shorted more $JPM at $456.76 and covered my entire position at $362.82.
* New short $CRM at $252.54.
* Shorted $NVDA $226.08 and covered NVDA at $224.04.
* Added to $VRNO at $5.87, to $MSOS long at $4.79 and initiated short-dated call options in MSOS.
* Covered $QQQ short at $715.98.
* Shorted more $SPY $771.22
Position: Long VRNO (M), MSOS (VL), MSOS calls (S); Short SPY (M), NVDA (VS), GRNY (M), CRM (S)
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Covered Some JPM
With JPMorgan ($JPM) -$4 on the day I have covered some of my JPM short at $352.55 — moving from small-sized to very small-sized.
From earlier:
Added to JPMorgan Short
I added to my JPM short at $356.76.
Position: Short JPM (S)
BY Doug Kass · Aug 27, 2026, 10:10 AM EDT
Position: Short JPM (VS)
Added to JPMorgan Short
I added to my $JPM short at $356.76
Position: Short JPM (S)
Things I Did Yesterday
Here are yesterday’s things:
* I covered $NVDA at $206.60 and re-shorted at $218.50.
* I added to my $CRVW short at $90.79.
* I added to two ETF shorts — $GRNY at $27.88 and $JOET at $46.19.
* I added to my $JPM short at $356.80.
* I shorted $SPY at $769.29 and covered at $768.53.
* I shorted $QQQ at $716.73 and covered at $715.02.
Position: Short NVDA (VS), CRVW (VS), GRNY (M), JOET (S)