Street Insight & Doug Kass

Quote from DisciplinedHedg:

Anyone here subscribe to Street Insight, the "pro" version of thestreet.com's subscription?

It's pricey at $2k a year. I subscribed last year and found it to be helpful but not that helpful. It's got great coverage of conference calls and various private hedge fund managers.

Anyways, Doug Kass recently went 100% long around SP 840 or so. Anyone here following this guy? He kept talking about the weak consumer and top in housing stocks last year. Then this year turned completely bullish and how the market will turn around and how its stronger than most people think, etc.

Too bad they don't have trials...
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I use to work with him years ago..."The Bear of Boca" was his nick name....Im surpiresded he's long.
 
Quote from jack rabid:

marketsurfer and his group have been long since 2 weeks ago. way too early, but he still seems confident having averaged down from there. perhaps the "smart" money is postioning to catch the bottom..

jacK
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I hope surf knows that I'm a big fan. I wear my Marketsurfer.com hat all the time......so this is in no way a stab at him , or anyone for that matter, but if Doug Kass is long from 840...and some other "smart money" has been long for the past week or so....let's say someone gets long tomorrow.....does that make them "smarter money"?

Happy Trading.
uptik2000
 
I write for Street Insight so I'm a bit biased although I think to get something out of the site you have to really know what you are looking for.

The site has a great currencies column written by Tom Arnold. Also the earnings conference calls get excellent coverage from Brian Gilmartin and others. Herb Greenberg has excellent analysis from the short side. Also, a lot of the analysts are great when writing about their specific sectors. For short-term trading Jay has had very good performance the past couple of months and I write a lot of short-term stuff for them as well as articles about different asset classes, pair trades, foreign markets, etc.
 
Can't comment on the site but will chime in re bottom calling and say that IMO we are close to a bottom (but not yet) perhaps next 1-2 weeks.
 
Quote from Vishnu:

I write for Street Insight so I'm a bit biased although I think to get something out of the site you have to really know what you are looking for.

The site has a great currencies column written by Tom Arnold. Also the earnings conference calls get excellent coverage from Brian Gilmartin and others. Herb Greenberg has excellent analysis from the short side. Also, a lot of the analysts are great when writing about their specific sectors. For short-term trading Jay has had very good performance the past couple of months and I write a lot of short-term stuff for them as well as articles about different asset classes, pair trades, foreign markets, etc.
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Anything from these guys is crap. Line it up and measure it, you'll see.

no offense multiple arms
 
is long the Q's as well.

He's had a good record, but personally I listen to no one -- just the voices in my head!

Hey, look at old Barton these days -- even he's beating the "bull drum!"

The lack of "squeeze action" in the last 1/2 hour has been interesting lately. Would not be surprised to see the mother of all squeezes some time soon.

dog:cool:
 
Quote from Vishnu:

I write for Street Insight so I'm a bit biased although I think to get something out of the site you have to really know what you are looking for.

The site has a great currencies column written by Tom Arnold. Also the earnings conference calls get excellent coverage from Brian Gilmartin and others. Herb Greenberg has excellent analysis from the short side. Also, a lot of the analysts are great when writing about their specific sectors. For short-term trading Jay has had very good performance the past couple of months and I write a lot of short-term stuff for them as well as articles about different asset classes, pair trades, foreign markets, etc.
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How's the Kass bottom call doing? Or did he go short in hedge fund time?
 
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