News
Why I'm Buying Snap After Harsh Layoff Notice
9+ hour, 23+ min ago (736+ words) I'm interested in the social media company after Evan Spiegel announced a $500 million, AI-focused overhaul. On Wednesday morning, Snap (SNAP) "CEO Evan Spiegel released a written letter to his employees:" "Today we are announcing changes that will impact approximately 1, 000 team…...
Doug's Daily Diary " Wednesday, April 15, 2026
4+ hour, 58+ min ago (1827+ words) You've read all 1 free page. BY Doug Kass " Apr 15, 2026, 5: 00 PM EDT - NYSE volume 10% below its one-month average - NASDAQ volume 18% above its one-month average - VIX index: 18. 17 down 0. 19% Closing S&P 500 Heat Map BY Doug Kass " Apr 15, 2026, 4: 44 PM EDT After the Close…...
AI Momentum Drives Markets Through the Fog of War
1+ day, 14+ hour ago (499+ words) The Nasdaq is on a remarkable winning streak due to optimism over Iran and growing demand for AI computing power. Oil prices are holding steady at elevated levels on Tuesday morning as a blockade of the Strait of Hormuz takes…...
Doug's Daily Diary " Wednesday, April 8, 2026
1+ week, 9+ hour ago (1335+ words) Most always point out the good-performing stocks. Here are the bad ones: Position: Long MSFT (VS) BY Doug Kass " Apr 8, 2026, 3: 03 PM EDT 10 yr Inflation Breakeven BY Doug Kass " Apr 8, 2026, 1: 55 PM EDT I added to index shorts: I am keying my…...
With Elon Musk and Tesla, Synergy Creates an Edge
1+ week, 11+ hour ago (614+ words) Collaboration between Space X, x AI and other holdings work to Tesla's advantage. Tesla CEO Elon Musk On Tuesday, I mentioned that Tesla" (TSLA) "was headed toward a buying opportunity. This is due in part to the stock's falling price,…...
Why the Best Investors Eat Their Own Cooking " and Know Their Ingredients
1+ week, 2+ day ago (1465+ words) Understanding what's under the hood matters more than ever in an AI'driven market. Plus, how I'm rethinking fixed income with liquid alternatives. Looking Under the Hood I was on the phone the other day with an investment professional who leads…...
Doug's Daily Diary " Monday, April 6, 2026
1+ week, 2+ day ago (1763+ words) You're reading 0 of 1 free page. - NYSE volume 34% below its one-month average - NASDAQ volume 10% below its one-month average - VIX index: up 1. 21% to 24. 16 Nasdaq 100 Heat Map BY Doug Kass " Apr 6, 2026, 4: 45 PM EDT I have sold out my" (UNH) "at $307. 33 (+$30) on the favorable…...
Doug's Daily Diary " Thursday, April 2, 2026
1+ week, 6+ day ago (1747+ words) You're reading 0 of 1 free page. Register to read more or Unlock Pro " 50% Off Ends Soon 4 week avg Initial Claims Specifically with tech, Challenger said "Companies are shifting budgets toward AI investments at the expense of jobs. The actual replacing of…...
Doug's Daily Diary " Wednesday, April 1, 2026
2+ week, 6+ hour ago (1687+ words) You're reading 0 of 1 free page. Register to read more or Unlock Pro " 50% Off Ends Soon I am leaving early for the Jewish Holiday. May the joy of Passover fill your heart, the warmth of family surround you and the blessings…...
Making 5 Buys After Palantir Announces 5-Year Partnership
2+ week, 2+ day ago (366+ words) After some overnight moves for key holdings, we're making five purchases for the small-cap portfolio. You're reading 1 of 1 free page. Register to read more or Unlock Pro " 50% Off Ends Soon The Time Is Ripe to Add to This Portfolio Name…...