Doug Kass on the Market - A Life on Thestreet

Organized by topic, a 15-year veteran writer and analyst for financial news and services website TheStreet, offers tips and information for investors trying to decide whether to buy or sell and discussing shorting like a pro, valuation, bubbles and bear investing.

Sommario

Foreword xiii
James J. Cramer
 
Preface xvii
 
Where It Began 1
 
Introduction 1
 
The Contrarian 2
 
A Longtime Bear Turns Bull 5
 
What a Long, Strange Trip It's Been 9
 
Short-Selling 13
 
Introduction 13
 
The Case for Short-Selling 14
 
Short-Sellers under Fire 18
 
How to Short 21
 
Lehman Can't Blame Shorts 23
 
Stop Pointing Fingers at Short-Sellers 25
 
Blame Game Is Dishonest 27
 
11 Ways to Fix the Short Ban 29
 
Leave the Short-Sellers Alone 32
 
In Defense of Short-Selling 39
 
Lessons Learned 43
 
Introduction 43
 
Sniffing Out Bad Stocks 44
 
Laugh at Your Own Expense 45
 
When the Bond Market Talks, Listen 46
 
Poker Is Flush with Insight for Traders 48
 
My Tenets of Investing 50
 
12 Investment Principles for the Abyss 54
 
My Recession Checklist 55
 
Kill the Quants, Punish the ProBears 57
 
Chase Value, Not Price 60
 
Six Ways to Right Your Wrongs 62
 
Four Stages of Market Turning Points 63
 
Moving On 65
 
Adapting to Mr. Market 67
 
In Bernanke We Trust? 68
 
America's Pastime Applies to Markets 72
 
Let the Trading Day Commence 76
 
A Delicate Balance 85
 
The Lion's Share 86
 
What to Do When You're Wrong 91
 
Beware the Stock Market Trading Jones 92
 
Addressing the Fiscal Cliff 97
 
One Shining Moment 102
 
Time Frames and Exposures 105
 
Such a Long Time to Be Gone and a Short Time to Be Here 108
 
10 Laws of Stock Market Bubbles 112
 
My Stock Market Super Bowl Indicator 116
 
The Great Decession: Subprime and Credit/Debt Crisis 119
 
Introduction 119
 
Trouble Looms for the Homebuilders 120
 
Stretched Consumer Nears Tipping Point 123
 
When the Walls Come Tumbling Down 127
 
When the Walls Come Tumbling Down (Part Deux) 129
 
Housing Headed to the Woodshed 132
 
Housing's Softness Has Long Reach 134
 
Subpar Subprime a Growing Problem 136
 
Ratings Are Subprime's Dirty Secret 138
 
Subprime Fungus Will Spread 139
 
Subprime's Siren Call 141
 
Four to Blame for the Subprime Mess 147
 
Fed Is No Savior in Subprime Slide 151
 
The Simple Math of Subprime's Slide 152
 
Housing Red Ink Could Spell Recession 155
 
Hedge Funds' Dirty Little Debt Secret 157
 
Loaded Up on Leverage 159
 
Don't Underestimate How Bad Things Are 162
 
No Quick and Easy Fix for This Market 164
 
Brokers' Profits Riskier 167
 
Shaking Off the Credit Nightmare 169
 
Blinded by the Derivatives Boom 170
 
A Market on the Brink 176
 
Two Solutions to What Ails the Market 179
 
Ready for the Bear Stearns Challenge? 183
 
Investors Have Lost Their Innocence 189
 
Wall Street Has Sold Out America 191
 
Welcome to Dystopia 193
 
Harder than the Average Bear 198
 
Recovery 201
 
Introduction 201
 
The Parable of the Mustard Seed 202
 
On the Road to Recovery 204
 
Fear and Loathing on Wall Street 207
 
Bottoms Up, Mr. Market 215
 
Bottom Call (Part Deux) 217
 
Printing an Important Market Bottom 219
 
It Ain't Heavy, It's a Bottom 220
 
The Little Market that Could 223
 
Against the Grain 227
 
Introduction 227
 
Experts Agree, Recession Is Over 228
 
Market Has Likely Top

Info autore

DOUG KASS is the president of Seabreeze Partners Management Inc. From 1994 to 1996, he was a senior portfolio manager at Omega Advisors, a $10 billion investment partnership. Formerly, he was executive senior vice president and director of institutional equities of First Albany Corporation and JW Charles/CSG. He was a General Partner of Glickenhaus & Co., and held various positions with Putnam Management and Kidder, Peabody. Doug is the coauthor of Citibank: The Ralph Nader Report with Nader and the Center for the Study of Responsive Law, and since 2003 he has been a guest host on CNBC's Squawk Box. He has an MBA from The Wharton School of the University of Pennsylvania.

Riassunto

Build a bulletproof portfolio with advice from a top market expert Doug Kass on the Market: A Life on TheStreet provides investment advice and guidance from one of the most renowned traders in the world.

Dettagli sul prodotto

• Autori: Kass, Da Kass, Douglas A Kass, Douglas A. Kass
• Con la collaborazione di: James J. Cramer (Prefazione)
• Editore: Wiley, John and Sons Ltd
• Lingue: Inglese
• Formato: Copertina rigida
• Pubblicazione: 06.01.2015
• EAN: 9781118892985
• ISBN: 978-1-118-89298-5
• Pagine: 544
• Categoria: Scienze sociali, diritto, economia > Economia > Economia aziendale