My brief sojourn back on X provided little reason to continue posting.
I really try to be transparent and honest - I speak my mind (and don't hold back) on Twitter, when I appear on Bloomberg, in the Editorials I write for The Financial Times or Barrons and in my writings on uct thorough (and original) analysis and I don't rely on sound bytes or non rigorous narratives.
Importantly (unlike many), I take ownership for my trading/investing mistakes. Like the lynx-eyed Keith McCollough @hedgeye @KeithMcCullough I timestamp. (I strongly suggest you subscribe to @hedgeye if you respect your hard-earned capital and recognize the role of fractals in a machine and algo dominated global equity market). @HedgeyeDJ
That said, vitriol permeates the platform, Fin TV is clearly not listening to constructive criticism (as I have tried to be an advocate for the retail investor) and it is a drain of my time defending myself by responding to tweeps shrouded in anonymity (who reside in the cheap seats).
I don't need Twitter to polish my image or franchise (the way many do) - I am not selling a service or looking for more investors.
Moreover, as Grandma Koufax used to say, "Dougie, why give the milk away for free?"
So enjoy but I will be off again for a while (and undefined period)...
You can find me on @thestreetpro - where I have been for 29 years writing a Daily Diary of about 5k words per day.
@andrewrsorkin @beckyquick @saraeisen @cnbcfastmoney @squawkbox @cnbchalftime @SullyCNBC @guyadami @tomkeene @ferrotv @lisaabramowicz1 @annmarie @business @convertbond @KeithMcCullough @Hedgeye_HGRO @RPKInvestor @HedgeyeDJ @gnoble79 @peterboockvar @whitneytilson
I really try to be transparent and honest - I speak my mind (and don't hold back) on Twitter, when I appear on Bloomberg, in the Editorials I write for The Financial Times or Barrons and in my writings on uct thorough (and original) analysis and I don't rely on sound bytes or non rigorous narratives.
Importantly (unlike many), I take ownership for my trading/investing mistakes. Like the lynx-eyed Keith McCollough @hedgeye @KeithMcCullough I timestamp. (I strongly suggest you subscribe to @hedgeye if you respect your hard-earned capital and recognize the role of fractals in a machine and algo dominated global equity market). @HedgeyeDJ
That said, vitriol permeates the platform, Fin TV is clearly not listening to constructive criticism (as I have tried to be an advocate for the retail investor) and it is a drain of my time defending myself by responding to tweeps shrouded in anonymity (who reside in the cheap seats).
I don't need Twitter to polish my image or franchise (the way many do) - I am not selling a service or looking for more investors.
Moreover, as Grandma Koufax used to say, "Dougie, why give the milk away for free?"
So enjoy but I will be off again for a while (and undefined period)...
You can find me on @thestreetpro - where I have been for 29 years writing a Daily Diary of about 5k words per day.
@andrewrsorkin @beckyquick @saraeisen @cnbcfastmoney @squawkbox @cnbchalftime @SullyCNBC @guyadami @tomkeene @ferrotv @lisaabramowicz1 @annmarie @business @convertbond @KeithMcCullough @Hedgeye_HGRO @RPKInvestor @HedgeyeDJ @gnoble79 @peterboockvar @whitneytilson
As I seem to be doing with ever greater regularity, I will be taking a time out on X (could last a few days, a few weeks or more - I frankly have no idea how long I will be off Twitter. I won't even be looking at my Twitter feed, thread and timeline):
1. My criticism of @CNBC is clearly falling on deaf ears. The network sees my criticism as ad hominem, I see myself as an agent of constructive change and as an advocate for the viewer. Despite my substantive tweets (supported by their own videos), I don't see change and I no longer expect change. Perhaps I was naive at the get go. I am losing interest in the project. It's too bad because @CNBC is potentially a great platform for value added content, bonafide company interviews and can be a wonderful source for dissent, debate, discussion and for independent/contrarian views. Superficiality has to be replaced with more depth of content. Programming has to change (from formulaic to creative and being more honest with the viewers) and so do some of the personnel have to be replaced. It is clear that this is too big of an ask. Ain't gonna happen.
2. The vitriol and infantile comments from anonymous tweeps is beyond the pale and getting worse over time. This is a broader issue that transcends Twitter. It seems that more people than ever are polarized, mean-spirited and full of hate. Maybe its the K economy, I don't know. As or if the market's foundation cracks, the hate will likely intensify as investment losses intensify - as I guess someone has to be blamed for their mistakes. I don't need to be in the middle of that. It is not fun and too time consuming. For reasons mentioned, X has become a waste of time for me. I am not selling a service as most panelists/guests are.
3. If you care, you can find my trades/investments, analysis and market commentary in real time (and fully transparent) on @thestreetpro where I have written a Diary for 29 years. I have a very nice and intelligent audience there. We exchange ideas. I learn. And I take ownership for my investment boners. I am often wrong and always in doubt.
In the meantime, trade and invest well. @andrewrsorkin @beckyquick @carlquintanilla @TheJudgeCNBC @saraeisen @SullyCNBC @cnbcfastmoney @cnbchalftime @squawkbox @tomkeene @lisaabramowicz1 @ferrotv @annmarie @gnoble @HedgeyeDJ @Hedgeye_HGRO @RPKInvestor @HedgeyeDJ @gnoble79 @peterboockvar @business @convertbond @KeithMcCullough
25
3
74
5,984
RT @DougKass: My brief sojourn back on X provided little reason to continue posting.
I really try to be transparent and honest - I speak m…
I really try to be transparent and honest - I speak m…
0
1
0
17
Dougie Kass retweeted
Dougie, this is exactly right. CNBC doesn’t get paid to be transparent or honest. They get paid to sell ads around narratives that keep eyeballs engaged. Constructive criticism of that model isn’t welcome because it’s bad for the business model.
Your courage to say it publicly (with your real name attached) is rarer than it should be.
The timestamps are the only protection any of us have. Keep going
Your courage to say it publicly (with your real name attached) is rarer than it should be.
The timestamps are the only protection any of us have. Keep going
0
4
20
5,061
Dougie Kass retweeted
As I seem to be doing with ever greater regularity, I will be taking a time out on X (could last a few days, a few weeks or more - I frankly have no idea how long I will be off Twitter. I won't even be looking at my Twitter feed, thread and timeline):
1. My criticism of @CNBC is clearly falling on deaf ears. The network sees my criticism as ad hominem, I see myself as an agent of constructive change and as an advocate for the viewer. Despite my substantive tweets (supported by their own videos), I don't see change and I no longer expect change. Perhaps I was naive at the get go. I am losing interest in the project. It's too bad because @CNBC is potentially a great platform for value added content, bonafide company interviews and can be a wonderful source for dissent, debate, discussion and for independent/contrarian views. Superficiality has to be replaced with more depth of content. Programming has to change (from formulaic to creative and being more honest with the viewers) and so do some of the personnel have to be replaced. It is clear that this is too big of an ask. Ain't gonna happen.
2. The vitriol and infantile comments from anonymous tweeps is beyond the pale and getting worse over time. This is a broader issue that transcends Twitter. It seems that more people than ever are polarized, mean-spirited and full of hate. Maybe its the K economy, I don't know. As or if the market's foundation cracks, the hate will likely intensify as investment losses intensify - as I guess someone has to be blamed for their mistakes. I don't need to be in the middle of that. It is not fun and too time consuming. For reasons mentioned, X has become a waste of time for me. I am not selling a service as most panelists/guests are.
3. If you care, you can find my trades/investments, analysis and market commentary in real time (and fully transparent) on @thestreetpro where I have written a Diary for 29 years. I have a very nice and intelligent audience there. We exchange ideas. I learn. And I take ownership for my investment boners. I am often wrong and always in doubt.
In the meantime, trade and invest well. @andrewrsorkin @beckyquick @carlquintanilla @TheJudgeCNBC @saraeisen @SullyCNBC @cnbcfastmoney @cnbchalftime @squawkbox @tomkeene @lisaabramowicz1 @ferrotv @annmarie @gnoble @HedgeyeDJ @Hedgeye_HGRO @RPKInvestor @HedgeyeDJ @gnoble79 @peterboockvar @business @convertbond @KeithMcCullough
1. My criticism of @CNBC is clearly falling on deaf ears. The network sees my criticism as ad hominem, I see myself as an agent of constructive change and as an advocate for the viewer. Despite my substantive tweets (supported by their own videos), I don't see change and I no longer expect change. Perhaps I was naive at the get go. I am losing interest in the project. It's too bad because @CNBC is potentially a great platform for value added content, bonafide company interviews and can be a wonderful source for dissent, debate, discussion and for independent/contrarian views. Superficiality has to be replaced with more depth of content. Programming has to change (from formulaic to creative and being more honest with the viewers) and so do some of the personnel have to be replaced. It is clear that this is too big of an ask. Ain't gonna happen.
2. The vitriol and infantile comments from anonymous tweeps is beyond the pale and getting worse over time. This is a broader issue that transcends Twitter. It seems that more people than ever are polarized, mean-spirited and full of hate. Maybe its the K economy, I don't know. As or if the market's foundation cracks, the hate will likely intensify as investment losses intensify - as I guess someone has to be blamed for their mistakes. I don't need to be in the middle of that. It is not fun and too time consuming. For reasons mentioned, X has become a waste of time for me. I am not selling a service as most panelists/guests are.
3. If you care, you can find my trades/investments, analysis and market commentary in real time (and fully transparent) on @thestreetpro where I have written a Diary for 29 years. I have a very nice and intelligent audience there. We exchange ideas. I learn. And I take ownership for my investment boners. I am often wrong and always in doubt.
In the meantime, trade and invest well. @andrewrsorkin @beckyquick @carlquintanilla @TheJudgeCNBC @saraeisen @SullyCNBC @cnbcfastmoney @cnbchalftime @squawkbox @tomkeene @lisaabramowicz1 @ferrotv @annmarie @gnoble @HedgeyeDJ @Hedgeye_HGRO @RPKInvestor @HedgeyeDJ @gnoble79 @peterboockvar @business @convertbond @KeithMcCullough
75
8
232
49,510
I have never shorted $MSOS or any individual cannabis equities.
In the past (and not presently) I have, at time, shorted calls against a portion of my common $MSOS long position (to take in premium). @DougKass @RosellaStrang
In the past (and not presently) I have, at time, shorted calls against a portion of my common $MSOS long position (to take in premium). @DougKass @RosellaStrang
@MSOElevatorone wants to believe this is Doug - but it isn't. This has a fingerprint and it is someone who is being punitive with intent. Doug accumulates. Shorting for him doesn't happen at the bottom of the tape. He may not hold at gains and that is his strategy. But I think the boogeyman in this case has an agenda timed with the silence. The only other aspect would be to suppress so underneath, tute desks can stack up for catalysts. If that is the case, then retail should be accumulating as well. @DougKass
10
3
42
8,936
I tuned back on @cnbchalftime @TheJudgeCNBC
I should not have bothered as I heard (at least @TheJudgeCNBC finally pushbacked to the bullish banter):
"Fixed income is not supposed to lose you money."
- Slink
(1) The Option Premium on X: "@DougKass @TheJudgeCNBC “Fixed income is not supposed to lose you money” is a sentence that could only be spoken by someone who started managing money after 1982. Bonds lost money in real terms for most of the 1940s through the 1970s, and they lost it again in 2022. The equity risk premium exists" / X
Is she really managing money? (The equity risk premium suggests that market participants believe that there is more risk in bonds than stocks!)
"It looks like levered players unwounding."
- Farmer Jim
WTF is it always the stupid sellers who are "forced" to sell?
How about the stupid buyers? (Like Jim who bought $MU $ORCL $CLF $NVDA banks etc wtih extraordinary poor timeliness and levels)
When you don't timestamp, no one will admit mistakes - for fear of hurting their brands.
And when "the tide goes out" panelists are revealed as having no sense of upside reward v downside risk (and are oblivious to adverse market/economic outcomes, changing financial conditions, rising interest rates) and are absent rigorous analysis and process.
Understand what they represent - blind, bull market actors who operate by looking in the rear view mirror and utilize memorized and repetitive sound bytes that don't change when the facts change.
(2) Quoth the Raven on X: "Apparently, making money by telling people a stock will go up is capitalism. Making money by telling them it might go down is a conspiracy. t.co/Hfku5jzMDi t.co/avhOWc9Ctw" / X
Good Night Gracie.
My TV is back turned off (to @CNBC) and I should never have turned it back on.
@KeithMcCullough @Hedgeye_HGRO @RPKInvestor @HedgeyeDJ @gnoble79 @QTRResearch
I should not have bothered as I heard (at least @TheJudgeCNBC finally pushbacked to the bullish banter):
"Fixed income is not supposed to lose you money."
- Slink
(1) The Option Premium on X: "@DougKass @TheJudgeCNBC “Fixed income is not supposed to lose you money” is a sentence that could only be spoken by someone who started managing money after 1982. Bonds lost money in real terms for most of the 1940s through the 1970s, and they lost it again in 2022. The equity risk premium exists" / X
Is she really managing money? (The equity risk premium suggests that market participants believe that there is more risk in bonds than stocks!)
"It looks like levered players unwounding."
- Farmer Jim
WTF is it always the stupid sellers who are "forced" to sell?
How about the stupid buyers? (Like Jim who bought $MU $ORCL $CLF $NVDA banks etc wtih extraordinary poor timeliness and levels)
When you don't timestamp, no one will admit mistakes - for fear of hurting their brands.
And when "the tide goes out" panelists are revealed as having no sense of upside reward v downside risk (and are oblivious to adverse market/economic outcomes, changing financial conditions, rising interest rates) and are absent rigorous analysis and process.
Understand what they represent - blind, bull market actors who operate by looking in the rear view mirror and utilize memorized and repetitive sound bytes that don't change when the facts change.
(2) Quoth the Raven on X: "Apparently, making money by telling people a stock will go up is capitalism. Making money by telling them it might go down is a conspiracy. t.co/Hfku5jzMDi t.co/avhOWc9Ctw" / X
Good Night Gracie.
My TV is back turned off (to @CNBC) and I should never have turned it back on.
@KeithMcCullough @Hedgeye_HGRO @RPKInvestor @HedgeyeDJ @gnoble79 @QTRResearch
14
4
42
6,994
Out of Viking Therapeutics @TheStreetPro
I have sold out my (VKTX) (common and calls) for a profit at $36.05.
Position: None
BY Doug Kass · Apr 17, 2026, 11:47 AM EDT
I have sold out my (VKTX) (common and calls) for a profit at $36.05.
Position: None
BY Doug Kass · Apr 17, 2026, 11:47 AM EDT
7
1
23
5,534
The point that is often being overlooked: a ton of AI demand is disproportionately "heavy users" and a large portion of those are VC funded loss making startups.
Coming up on @TheStreetPro
The Hard Truth About AI @tomkeene @annmarie @business @andrewrsorkin @BeckyQuick @SaraEisen @carlquintanilla @TheJudgeCNBC @squawkbox @CNBCFastMoney @HalftimeReport @KeithMcCullough @Hedgeye_HGRO @RPKInvestor @HedgeyeDJ @gnoble79 @Convertbond @peterboockvar @WhitneyTilson @LanceRoberts @business @maddow @msnbc @lighthousejerry
4
4
26
4,819
Dougie Kass retweeted
When the music (funding by equity & debt investors) stops....
"The Hard Truth About AI"
Now on the blog tab of seabreezepartnerslp.com
"The Hard Truth About AI"
Now on the blog tab of seabreezepartnerslp.com
0
2
4
1,990
Coming up on @TheStreetPro
The Hard Truth About AI @tomkeene @annmarie @business @andrewrsorkin @BeckyQuick @SaraEisen @carlquintanilla @TheJudgeCNBC @squawkbox @CNBCFastMoney @HalftimeReport @KeithMcCullough @Hedgeye_HGRO @RPKInvestor @HedgeyeDJ @gnoble79 @Convertbond @peterboockvar @WhitneyTilson @LanceRoberts @business @maddow @msnbc @lighthousejerry
The Hard Truth About AI @tomkeene @annmarie @business @andrewrsorkin @BeckyQuick @SaraEisen @carlquintanilla @TheJudgeCNBC @squawkbox @CNBCFastMoney @HalftimeReport @KeithMcCullough @Hedgeye_HGRO @RPKInvestor @HedgeyeDJ @gnoble79 @Convertbond @peterboockvar @WhitneyTilson @LanceRoberts @business @maddow @msnbc @lighthousejerry
3
1
12
7,236
Dougie Kass retweeted
Today is different my friend.
"Risk Happens Fast in the Market’s Sea"
Now on the blog tab of seabreezepartnerslp.com
"Risk Happens Fast in the Market’s Sea"
Now on the blog tab of seabreezepartnerslp.com
0
1
6
2,001
Dougie Kass retweeted
C A S H B U R N
More Tales From Nvidia: AI Is Still A Loss Leader (Issue #264!)
Now on the blog tab of seabreezepartnerslp.com
More Tales From Nvidia: AI Is Still A Loss Leader (Issue #264!)
Now on the blog tab of seabreezepartnerslp.com
1
2
5
1,702
Dougie Kass retweeted
"The Most Powerful Banker in the World? The Central Bank of Nvidia"
Read this and other commentary from today on the blog tab of seabreezepartnerslp.com
Read this and other commentary from today on the blog tab of seabreezepartnerslp.com
0
2
5
1,702