Doug Kass on Muck Rack

Doug Kass

  • Contributor, The Street
  • President, Seabreeze Partners Management
Florida, Palm Beach
As seen in: The Street, MSN, Markets Insider, BuzzFeed, Yahoo Finance, Fortune, Seeking Alpha, Yahoo, Barron's, Real Money, Zero Hedge and
Seabreeze Capital Partners LP seabreezepartnerslp.com

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Doug's Daily Diary - Wednesday, May 27, 2026

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By Doug Kass, Chris Versace, Stephen Guilfoyle
| The Street Verified
Funniest Cannabis Tweet of the Day BY Doug Kass · May 27, 2026, 3:24 PM EDT Earnings After the Close Wednesday and Before the Open Thursday BY Doug Kass · May 27, 2026, 3:10 PM EDT Expanding My Index Shorts BY Doug Kass · May 27, 2026, 2:35 PM EDT Howling About Micron BY Doug Kass · May 27, 2026, 2:00 PM EDT Programming Note BY Doug Kass · May 27, 2026, 1:35 PM EDT Late Morning Breadth, Sectors and Movers BY Doug Kass · May 27, 2026, 11:59 AM EDT Nvidia Since Earnings BY Doug Kass · May 27,...
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Doug's Daily Diary - Wednesday, May 27, 2026

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By Doug Kass, Chris Versace, Stephen Guilfoyle
| The Street Verified
The Failure of Social and Business Media BY Doug Kass · May 27, 2026, 6:45 AM EDT More Tales From Nvidia: A Lesson on Valuations of Cyclical Equities (Issue #197!) BY Doug Kass · May 27, 2026, 6:30 AM EDT Tweet of the Day BY Doug Kass · May 27, 2026, 6:15 AM EDT Tuesday Night Speculation BY Doug Kass · May 27, 2026, 6:05 AM EDT Back in Overbought Territory BY Doug Kass · May 27, 2026, 5:55 AM EDT Early Wednesday Morning Trading (4:05 AM) BY Doug Kass · May 27, 2026, 5:47 AM EDT
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Kass: The Voting Machine Is Overwhelming the Weighing Machine

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By Doug Kass
| The Street Verified
For nearly three years the markets and its participants have ignored elevated valuations. How much longer can the S&P 500 and the other major indices deliver upside when price-earnings multiples and equity risk premiums are in the 95th percentile or higher? With consensus (I think overly optimistic!) 2026 S&P EPS at $330/share, the senior average trades at 23x and the equity risk premium is negative.
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