Doug Kass’ Code Red – Chaos In The Market
Whitney Tilson’s email to investors discussing Doug Kass’ code red; retail investors power the trading wave. Q2 2021 hedge fund letters, conferences and more Doug Kass' Code Red1) My friend Doug Kass of Seabreeze Partners is a veteran investor with great instincts, so I always listen to him carefully. I continue to think his bearishness is a little early in light of the unprecedented fiscal and monetary stimulus that has led to the "mother of all economic booms," but it's worth reflecting on his latest warning: Code Red The market is in chaos and more unstable than many think, but most are ign...