
Dougie Kass
@dougkass
Seabreeze Capital Partners LP
seabreezepartnerslp.com
ID: 19988458
03-02-2009 17:50:13
112,112K Tweet
130,130K Followers
4,4K Following




Coming up on TheStreet Pro Have Both The Economic Cycles and Sentiment Surveys Become Less Relevant? * Contrarian thoughts from Dougie and Bloomberg's Bramo.... Lisa Abramowicz tom keene Jonathan Ferro Bloomberg CNBC's Fast Money CNBC Halftime Report Carl Quintanilla Scott Wapner




Coming up on TheStreet Pro The Risks That AI Could Adversely Impact The Jobs Market (And the U.S. Economy) Are Being Underpriced * The herd believes that AI will produce productivity gains and (corporate profit) margin improvement - justifying 22x forward price earnings

Recession-proof economy does not equal a crisis-proof economy. What traders are doing with economic data these days. Read "Have Both Economic Cycles and Sentiment Surveys Become Less Relevant?" on the blog tab of seabreezepartnerslp.com Dougie Kass





Dougie Kass Given $MSOS continues to own over 20% of the DTC float of each major position it will be the center of industry stock volatility for a while.

Note to Anthropic CEO who said AI can wipe out half of all entry-level-white-collar jobs: Economic growth is dependent on jobs. Read "Risks AI Poses to Job Market (And U.S. Economy) Are Underpriced" on the blog tab of seabreezepartnerslp.com Dougie Kass


I am so old that I remember when the insiders at $AYRWF Ayr Wellness were buying aggressively - as was the company undertaking buy backs (at very inflated prices). Last sale $0.10 Anthony Varrell @dougkass
