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11 Reasons to Get More Bullish on Equities

11 Reasons to Get More Bullish on Equities

by Uncommon Sense Investor | Jun 28, 2022 | Big Picture, Blogs, Investing, Stocks

by Doug Kass, President, Seabreeze Partners Management Let’s first consider: Does a mild and brief landing lie ahead? Have interest rates peaked? Will lower rates lead to a rally in large-cap growth stocks and for the market as a whole? I am growing...
Six Reasons to Get Less Bullish on Banks

Six Reasons to Get Less Bullish on Banks

by Uncommon Sense Investor | Jan 18, 2022 | Banking, Blogs, Financials, Investing, Media, Stocks, United States

Higher interest rates are supposed to be good for banks because the difference between the level at which they borrow and lend rises. But the equation doesn’t always work if the banks’ costs are rising, which appears to be happening right now, especially...
50 Laws of Investing

50 Laws of Investing

by Uncommon Sense Investor | May 2, 2021 | Big Picture, Blogs, Financial Planning, Investing, Media, Stocks, United States

Okay, class. Please be seated and listen up. Doug Kass, president of Seabreeze Partners Management, is a highly-regarded investor, and a long-time contributor to Barron’s. He’s assembled his 50 Laws of Investing based on his experience and is passing them...
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