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1 ημέρα πριν · 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...
14 Οκτ 2024 · This research note argues that Big Tech’s investment in artificial intelligence today is a "Hail Mary," -- a desperate pass to a wide receiver, when the game looks dead and buried. For SaaS companies, upselling LLM AIs would be a dream come true, if the LLM AI apps were useful. For Amazon (AMZN) , Alphabet (GOOGL) , Microsoft (MSFT) and the ...
28 Οκτ 2024 · The painting below is part of my sister's (Deborah Kass's) "No Kidding" series (2015-present).Debbie's "No Kidding" deploys the aesthetic formalism of post-war abstraction, as did her feel good paintings for feel bad times.But now, like my ursine market forecast, the mood has changed. The palette has shifted to dark colors and the surfaces of the paintings are worn and washed out.
1 Μαΐ 2009 · forecast of two months ago (see above chart) as well as the continued seeming validity to the parallel with the late 1930s experience in the U.S. stock market (see below) suggest that I should ...
18 Ιαν 2024 · Doug Kass: My 2024 Market Outlook . January 17, 2024 | Doug Kass . There is now a near-universal view -- a er a rapid rise in the markets, especially of a Nasdaq-kind -- that stocks are headed higher over the near term and for the full 2024 year. However, it is important to observe how wrong the confident consensus has been in each of the
14 Απρ 2020 · “When the Time Comes to Buy, You Won’t Want To” (Doug Kass). This is possibly the truest statement we have found in our investing career of almost 4 decades. The best time to buy is generally when nobody wants it.
25 Ιαν 2022 · Inflation and Consumer Spending Remains a Concern. Ultimately, my mandate in running a hedge fund is to construct a portfolio of equities with attractive reward vs. risk potential superimposed ...
