W***n
发帖数: 11530 | 1 Warren Buffett is the world's greatest investor, but Doug Kass is still
short Berkshire
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At the 2013 Berkshire Hathaway annual meeting, aka "The Woodstock of
Capitalism." tens of thousands gathered to show their devotion and affection
for the company and its founder, Warren Buffett.
But one invited guest came not to praise "the Oracle of Omaha" but to bury
him -- at least rhetorically. Famed short-seller Doug Kass, managing partne... 阅读全帖 |
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p****p
发帖数: 3360 | 2 在股版逛了好一阵子了，学了不少。贡献一篇好文。
http://tinyurl.com/mea4w2c
NEW YORK (TheStreet) -- Doug Kass of Seabreeze Partners is known for his
accurate stock market calls and keen insights into the economy, which he
shares with RealMoney Pro readers in his daily trading diary.
Among his posts this past week were entries about reward vs. risk and haters.
Please click here for information about subscribing to RealMoney Pro.
Know When to Dial It Back
Originally published on Friday, June 7 at 9:24 a.m. EDT.
Every day ... 阅读全帖 |
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D*****t
发帖数: 558 | 3 Both did poorly last year. By no means should any one take these seriously.
But just for the fun of it, predictions for 2014 are:
Kass:
http://www.thestreet.com/story/12210901/1/doug-kass-15-surprise
Surprise No. 1: Slowing global economic growth and fears of stagflation
emerge.
Surprise No. 2: Corporate profits disappoint.
Surprise No. 3: Stock prices and P/E multiples decline.
Surprise No. 4: Bonds outperform stocks.
Surprise No. 5: A number of major surprises affect individual stocks and
sect... 阅读全帖 |
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a***m
发帖数: 5037 | 6 我没说错吧
DOUG KASS 都是扯淡的
听他的要亏费 |
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W***n
发帖数: 11530 | 7 Did Kass pull the trigger today!
hahaha |
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X*****s
发帖数: 2767 | 8 转个帖子，thestreet头牌Kass的文章，转贴跟判断多空无关。只是此人对美国体制和
企业在全球的全面优势的阐述让我印象深刻，不由得感叹，超级大国不是牛皮吹出来的，
I believe that the events over the past year (especially in the eurozone)
highlight the likelihood that the U.S. stock market will be favored among
most other investment markets in the world.
The U.S. stock market has become the best house in a bad neighborhood for
the following reasons:
The U.S. economy, though sluggish in recovery relative to past
expansions, is superior (with the exception of some emergin... 阅读全帖 |
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y******u
发帖数: 246 | 9 95-YEAR-OLD VET DEAD AFTER RESISTING MEDICAL TREATMENT, TASED AND SHOT WITH
BEAN BAGS BY COPS
Family members are questioning the death of a 95-year-old WWII U.S. Air
Corps sergeant who killed by cops at an assisted living center last month
after resisting medical treatment.
John Wrana died from injuries sustained in an incident, which was later
ruled as a homicide by the medical examiner, by Park Forest police on July
27. Police were called to Victory Centre, according to the Chicago Tribune,
wh... 阅读全帖 |
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发帖数: 1 | 10 人类学教授：演出如梦似幻 辉煌壮观
http://i.epochtimes.com/assets/uploads/2017/10/1710151938051973-600x400.jpg
纽约州立大学橙县社区大学人类学教授Barry Kass表示，神韵音乐抑扬顿挫，韵律优美
，让他沉醉其中。（新唐人电视台）
纽约州立大学橙县社区大学人类学教授Barry Kass表示，神韵音乐抑扬顿挫，韵律优美
，让他沉醉其中。（新唐人电视台）
2017/10/16
【大纪元2017年10月16日讯】（大纪元纽约记者站报导） 10月15日下午，世界著名的
音乐殿堂──纽约卡内基音乐厅的第二场神韵交响乐，在观众雷动的掌声中落下帷幕。
神韵的德音雅乐，直到散场都还在演艺厅内激荡与回响。
纽约州立大学橙县社区大学人类学教授Barry Kass表示，神韵交响乐让他们从精神层面
见证了中华文化的美好。“我觉得整场演出如梦似幻，辉煌壮观。我和妻子完全沉醉其
中。”
琵琶声声，娴静美丽的古代宫廷媛娥在月下翩然起舞；军鼓阵阵，英姿飒爽的千古英豪
正驰骋在疆场。神韵交响乐团的演... 阅读全帖 |
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发帖数: 1 | 11 ”
【正见新闻网2017年10月16日】
古代《乐记》述及，伟大的音乐变化如四季终而复始，温暖光辉如同日月，代表“天地
之命，中和之纪”。中国音乐的精神与韵味，完美结合西方交响乐团的精准与力度，神
韵交响乐团再次给纽约观众带来全新的听觉盛宴。
10月15日（周日），神韵交响乐团在纽约卡内基音乐厅的第二场演出吸引了各界主流人
士和剧场常客前来欣赏。神韵所展现的深邃中华传统文化，带给观众前所未有的感动和
启迪。有观众驱车250英里来“听”神韵交响乐，也有观众表示，生命因此而改变。
作词人：神韵给传统音乐带来希望
Ines Rooney女士曾经是多米尼亚共和国唱片公司Mas Flow的CEO，目前是该公司的作词
人。
Rooney于10月15日下午观赏了神韵交响乐团在纽约肯纳基音乐厅的第二场演出之后表示
，“所有这些演出都是大师级的，整场演出的音乐如此独一无二，但是他们却如此年轻
，真是出乎我的意料，这让我对传统音乐的未来充满了希望。”
她说，当她听到男高音歌唱家天歌演唱《为何来这里》、读着节目册上的歌词时，她整
个人为之一颤，她说：“这首歌真是令人叹为观止，太美了，太令人震撼了！”
她解释... 阅读全帖 |
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发帖数: 1 | 12 ”
【正见新闻网2017年10月16日】
古代《乐记》述及，伟大的音乐变化如四季终而复始，温暖光辉如同日月，代表“天地
之命，中和之纪”。中国音乐的精神与韵味，完美结合西方交响乐团的精准与力度，神
韵交响乐团再次给纽约观众带来全新的听觉盛宴。
10月15日（周日），神韵交响乐团在纽约卡内基音乐厅的第二场演出吸引了各界主流人
士和剧场常客前来欣赏。神韵所展现的深邃中华传统文化，带给观众前所未有的感动和
启迪。有观众驱车250英里来“听”神韵交响乐，也有观众表示，生命因此而改变。
作词人：神韵给传统音乐带来希望
Ines Rooney女士曾经是多米尼亚共和国唱片公司Mas Flow的CEO，目前是该公司的作词
人。
Rooney于10月15日下午观赏了神韵交响乐团在纽约肯纳基音乐厅的第二场演出之后表示
，“所有这些演出都是大师级的，整场演出的音乐如此独一无二，但是他们却如此年轻
，真是出乎我的意料，这让我对传统音乐的未来充满了希望。”
她说，当她听到男高音歌唱家天歌演唱《为何来这里》、读着节目册上的歌词时，她整
个人为之一颤，她说：“这首歌真是令人叹为观止，太美了，太令人震撼了！”
她解释... 阅读全帖 |
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l****z
发帖数: 29846 | 13 August 15, 2012
Just when you’ve figured Team Obama has quite possibly hit their lowest
point in campaigning and rhetoric, they trot out something else just to make
sure the bar still has a few rungs left.
This time, it was Old Man Biden again. You know, “Joe just being Joe.”
In Danville, Virginia, Tuesday, the audience, which was described as roughly
half black/half white, was treated to one of Old Man Biden’s campaign
barnstorm speeches.
And he didn’t disappoint!
John Kass from (of all papers... 阅读全帖 |
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D*****t
发帖数: 558 | 14 Every yr, the famous Byron Wien writes about 10 surprises that he predict to
happen. Meanwhile, Doug Kass, a hedge fund manager who shorts stocks, does
the same thing. Their predictions do not limit to market, but cover
politics also. One is not to take their predictions seriously. But I do
enjoy reading them very much, whether they are right or wrong.
This yr, Wien got it so wrong. For example, he predicted Iran gains nuclear
capability; SP500 decline below 1300; Crude falls to $70 while gold r... 阅读全帖 |
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v****s
发帖数: 1112 | 15 基本上也就是我们CS界的走industrial research的成功人士了，一路牛校上来根正苗
红，vision界active contour 的开山鼻祖，现在在pixar搞cg和image相关的应用，
siggraph好几篇。
不知道这样的成功人士年薪大概几许？我等菜鸟也可以设立个目标每天早上起床幻想一
下... :P
http://graphics.pixar.com/people/kass/index.html
Michael Kass,
Senior Scientist
Michael Kass is a Senior Scientist at Pixar Animation Studios where he
worked with David Baraff and Andrew Witkin to develop the physically-based
clothing and hair animation software that was used in Monsters Inc. He
received his B.A. from Princeton in 1982 |
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X*****s
发帖数: 2767 | 16 更新一下这个帖子，
根据6月15号marketwatch的那篇具有前瞻性的文章，roof 23-25峰已经过了，市场现在
处于26-27之间，血跌还在后面，而且熊市才拉开序幕。
但是，thestreet的Doug Kass今天有不同的看法，他认为现在市场处于17峰的位置，
roof还没出现后面的rally很诱人，因为sp500的盈利很好等等。他在10月份里的一个帖
子里提到过这个pattern，我记得他也是说4月份是roof，不知道我记错了还是这个家伙
改口了。Kass说年初的时候他就提到过这个pattern，但是我找不到他年初关于这个的
文章。秋月师傅，我给你发的信里面有kass的文章链接，如果你还能找到，能否贴出来
，我要核对一下。
Marketwatch的Mark Hulbert认为技术特征不对劲，他有很多技术特征，大多数我看不
懂。他认为8月份跌破20%是进入熊市了，但是历史上还从来没有一个熊市在3个月内结
束，10月4号的低还会被打破云云。 |
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X*****s
发帖数: 2767 | 17 更新一下这个帖子，
根据6月15号marketwatch的那篇具有前瞻性的文章，roof 23-25峰已经过了，市场现在
处于26-27之间，血跌还在后面，而且熊市才拉开序幕。
但是，thestreet的Doug Kass今天有不同的看法，他认为现在市场处于17峰的位置，
roof还没出现后面的rally很诱人，因为sp500的盈利很好等等。他在10月份里的一个帖
子里提到过这个pattern，我记得他也是说4月份是roof，不知道我记错了还是这个家伙
改口了。Kass说年初的时候他就提到过这个pattern，但是我找不到他年初关于这个的
文章。秋月师傅，我给你发的信里面有kass的文章链接，如果你还能找到，能否贴出来
，我要核对一下。
Marketwatch的Mark Hulbert认为技术特征不对劲，他有很多技术特征，大多数我看不
懂。他认为8月份跌破20%是进入熊市了，但是历史上还从来没有一个熊市在3个月内结
束，10月4号的低还会被打破云云。 |
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l****z
发帖数: 29846 | 19 Flufftastic: AP Reveals Five ‘New’ Things About Obama
by Jammie
What sort of fresh hell is this? This nonsense passes for news? A president
who’s never had a more slavish devotion from the media actually has some
things we don’t know about him? Let’s see:
HE SINGS IN THE BATHROOM
Obama showed off his pipes when he sang the opening lines of the Al
Green classic “Let’s Stay Together” at a New York fundraiser in January
2012. He apparently has had a lot of practice. Asked during an intervie... 阅读全帖 |
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a**t
发帖数: 3833 | 21 【 以下文字转载自 USelection 俱乐部 】
发信人: CalCat (北加猫), 信区: USelection
标 题: Trump Will Drop Out of the 2016 Race
发信站: BBS 未名空间站 (Sat Oct 8 13:09:03 2016, 美东)
On a recent broadcast on Bloomberg TV, Citi Head of North North America
Economics William Lee and Seabreeze Partners President Doug Kass discuss the
2016 presidential elections (video below).
That’s when Kass, the president of Seabreeze Partners Management Inc.
dropped a massive bombshell: He believes Donald Trump will drop out of the
2016 presiden... 阅读全帖 |
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N********n
发帖数: 13236 | 23 http://www.chicagotribune.com/news/columnists/ct-met-kass-0822-
Introducing bike tolls and the Rahm-PASS
John Kass
August 22, 2012
The thousands of Chicago bicyclists who've been pedaling to work each
morning better finally realize something.
Your free ride may be over.
Get ready for bike tolls and the Rahm-PASS.
Under a potentially controversial plan that a sometimes-visionary Chicago
urban political theorist is offering for consideration to Mayor Rahm Emanuel
on Wednesday, cyclists would final... 阅读全帖 |
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r****1
发帖数: 907 | 29 【 以下文字转载自 Military 讨论区 】
发信人: rove11 (狄丹奇钟爱的黄瓜), 信区: Military
标 题: 美国医生：“肖传国是“世界上最伟大的医生之一”
发信站: BBS 未名空间站 (Mon Sep 27 12:58:18 2010, 美东)
肖传国是“世界上最伟大的医生之一”，“他不仅属于中国，也属于全世界”
——美国科学家高度评价肖传国和“肖氏反射弧”，强烈质疑所谓肖氏袭方说
Evan Kass MD
Chief of Pediatric Urology
Beaumont Children's Hospital
I have known Dr Xiao for years and in my opinion, he is a good man, a
caring physician, gifted surgeon, and an honest investigator. The
scientific basis for his surgical procedure was initially developed in
the animal labor |
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x*****9
发帖数: 48 | 30 前面几位专家所做的有保留的评论针对的是一年期跟踪结果, 后来又有了两年期跟踪结
果, 在今年的美国尿协会上peters又报道了两年随访的结果，确认了78%的成功率。
TWO-YEAR OUTCOMES WITH LUMBAR TO SACRAL NERVE
REROUTING IN SPINA BIFIDA
Kevin Feber*, Damon Dyche, Benjamin Girdler, Cindy Turzewski,
Gary Trock, William Nantau, Evan Kass, Kenneth Peters, Royal
Oak, MI
INTRODUCTION AND OBJECTIVES: Restoring bladder and
bowel function in spina bifida by the creation of a skin-CNS-bladder
reflex arc via lumbar to sacral nerve rerouting has a reported success
rate of 87% in China. T |
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x*****9
发帖数: 48 | 31 TWO-YEAR OUTCOMES WITH LUMBAR TO SACRAL NERVE
REROUTING IN SPINA BIFIDA
Kevin Feber*, Damon Dyche, Benjamin Girdler, Cindy Turzewski,
Gary Trock, William Nantau, Evan Kass, Kenneth Peters, Royal
Oak, MI
INTRODUCTION AND OBJECTIVES: Restoring bladder and
bowel function in spina bifida by the creation of a skin-CNS-bladder
reflex arc via lumbar to sacral nerve rerouting has a reported success
rate of 87% in China. The purpose of this abstract is to report the 2 year
analysis of the first North Ame... 阅读全帖 |
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p*********w
发帖数: 23432 | 32 卫报：我们担心“哎喂喂”的命运 zz
Our fears for the fate of Ai Weiwei
http://www.guardian.co.uk/artanddesign/2011/apr/08/our-fears-fa
(后面的名单有点长，铲子要拉人得多准备几辆车。)
We write as a matter of urgency regarding the arbitrary detention of the
Chinese artist Ai Weiwei (Report, 7 April). We and many Chinese and other
friends are very concerned at the Chinese government's behaviour towards its
own citizens. Ai Weiwei's position is that he firmly believes in the
freedom of speech and the right to speak up on behalf of others... 阅读全帖 |
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c*******v
发帖数: 2599 | 33 他们share whole picture,这是肯定的.
斯图尔斯,我看过一点,
觉得他有点神经病.跟明清考据派似的.按他那逻辑,柏拉图什么的都是神秘书写,
第几行第几个字重复了,什么地方分段了,都是有讲究的.这是因为真理很危险,不能让人
民知道,blabla
自由派大字报一帖,情况就更乱了.
按理来说,斯图尔斯的门徒们,都是要在现代性末世寻找serious道德的.
还有一个华盛顿高官,在911之后,就说911提升美国道德.(好像是Kass说的?)
还有人说,只有战争才能锤炼美国人的aggerssive,competation,....等精神,
一句话,ability to command!
但贴大字报的自由派说,斯图尔斯是神秘书写者,这些neo conservative都
没读懂,斯图尔斯其实和柯耶夫的哲学没多少区别,都是虚无主义,尼采的信徒.
你们这些傻孩子,都是被斯图尔斯玩了,被训练成同性恋了,然后发现斯图尔斯门徒
在学术界满大街都是了,你们找不着工作,就去华盛顿祸害美国人民.
04,05时候的美国大字报就是这么狠.这不是我编的.
还有一本书更狠,耶鲁大学出的,一个教授说他念书时... 阅读全帖 |
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r****1
发帖数: 907 | 34 肖传国是“世界上最伟大的医生之一”，“他不仅属于中国，也属于全世界”
——美国科学家高度评价肖传国和“肖氏反射弧”，强烈质疑所谓肖氏袭方说
Evan Kass MD
Chief of Pediatric Urology
Beaumont Children's Hospital
I have known Dr Xiao for years and in my opinion, he is a good man, a
caring physician, gifted surgeon, and an honest investigator. The
scientific basis for his surgical procedure was initially developed in
the animal laboratory and the results published in peer reviewed
journals. Only after years of research was it applied to humans. We have
been involved in |
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p********n
发帖数: 2482 | 35 信里哪里提了“肖传国是“世界上最伟大的医生之一”？
从审讯结果来看，Kass还不得不认为肖是傻瓜。
利益相关者捧脚可以理解。 |
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b*****d
发帖数: 61690 | 37 【多维新闻】美国白宫助理厨师萨姆·卡斯9日称，由于联邦政府开支削减，他将被迫
休假。
综合媒体4月10日报道，白宫助理厨师卡斯（Sam Kass)参加第一夫人米歇尔（Michelle
Obama）发起的防止儿童期肥胖症活动“动起来”时称，这一活动不会受到政府开支削
减影响，但他被迫放假了。
白宫方面没有就厨师放假一事发布详细信息。一名白宫发言人9日参加活动，没有置评
卡斯的说法。
卡斯来自芝加哥，他在奥巴马第一任期内加入白宫厨师团队，协助在白宫南草坪开辟菜
园，他有时会陪奥巴马打高尔夫球。但由于联邦政府开支削减，他将被迫休假。白宫厨
师团队由一名主厨和4名助理厨师组成。不清楚除卡斯外其他厨师是否休假。
美国政府今年3月1日正式启动自动减赤机制，在今年9月30日前削减850亿美元开支。不
少联邦部门先前要求雇员每周多休息一天，以平衡预算。 |
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t***o
发帖数: 462 | 38 Obama sounds presidential but speech isn't about race
John Kass
March 19, 2008
Sen. Barack Obama not only confronted race in his speech Tuesday, he transce
nded it, and no honest American ear could ever be immune to the pitch, tone
and quality of his words; not yours, not mine.
So much of what he said was undeniable and true and honestly spoken, in the
calm and clear voice of a reasonable man explaining America's most unreasona
ble and hateful topic.
"We've heard the implication that my cand |
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t***o
发帖数: 462 | 39 Man behind curtain is wizard of Rod, Rahm
John Kass December 12, 2008
When it comes to being the guy behind the guy, there is no one more
conspicuous than Rahm Emanuel.
As chief of staff for President-elect Barack Obama, he's usually at Obama's
news conferences, standing off to the side, glowering like some fiercely
loyal mini-me.
But Emanuel wasn't there Thursday when Obama faced reporters to answer
questions about federal charges against Illinois Gov. Rod Blagojevich (D-
Dead Meat), accused of |
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l****z
发帖数: 29846 | 40 巴菲特(Warren Buffett)麾下的伯克希尔哈撒韦公司(Berkshire Hathaway Inc.)决定
终止在市政债券市场的一桩大赌注，此举加深了一些投资者对购买美国州、市和其他公
共实体所发行债券风险的担忧。
位于内布拉斯加州奥马哈市的伯克希尔哈撒韦公司近日终止了为82.5亿美元市政债券承
保的信用违约掉期(CDS)。该公司在本月提交给监管机构的季度备案文件中披露了此事
。一个了解这笔交易的人说，这其实是将巴菲特在金融危机之前押下的美国10多个州将
按时支付账单的赌注提前五年结束。
CDS是一种与保险类似的合约，如发生债券违约，伯克希尔哈撒韦公司就要负责支付赔
偿金。这位知情者说，这些CDS最初由雷曼兄弟控股公司(Lehman Brothers Holdings
Inc.)于2007年购买，也就是这个华尔街投行申请破产一年多以前。
没有披露有关终止文件的细节。目前并不清楚此举会给伯克希尔哈撒韦公司的市政债券
赌注带来盈利还是亏损。该公司81岁的董事长兼首席执行长巴菲特拒绝置评。
一些投资者说，决定终止这些CDS表明世界上最精明的投资者之一巴菲特对美国地方政
府的财政状况... 阅读全帖 |
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l****z
发帖数: 29846 | 41 Terror Threats? What Terror Threats? Obama Hits the Links With a Dozen Pals
»
by Jammie
With an administration mired in scandal, a dismal jobs report and our
embassies in the mideast shutting down in fear, none of that prevents the
president from teeing it up today. What, Barack worry?
President Obama on Saturday celebrated his upcoming birthday on the golf
course with friends from nearly every stage of his life.
The president – who turns 52 on Sunday – invited a group of 12 to
Andr... 阅读全帖 |
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t*c
发帖数: 6929 | 42 Democrats should ask Hillary Clinton to step aside
Has America become so numb by the decades of lies and cynicism oozing from
Clinton Inc. that it could elect Hillary Clinton as president, even after
Friday's FBI announcement that it had reopened an investigation of her
emails while secretary of state?
We'll find out in a little more than a week.
It's obvious the American political system is breaking down. It's been
crumbling for some time now, and the establishment elite know it and they're
pro... 阅读全帖 |
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f*****e
发帖数: 5177 | 43 Say the wrong thing, write the wrong thing, even think the wrong thing, or
tweet the wrong thing — in referencing positions that were mainstream only
a few years ago — and you’ll be publicly shamed in media. And you’ll be
shunned as a homophobe or a racist or ultra-nationalist and mocked and
probably lose your job.
The left will see to that. And most Americans understand this.
But if you’re of the left, and happen to be a Democratic Party politician,
you can get away with making excuses for noto... 阅读全帖 |
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d*******2
发帖数: 1480 | 44 kass Nourishad
Smile Masters Denta-Implant Center
17703 VANOWEN ST
RESEDA, CA 91335-5602
regular shipping的打印机5天后deliver 嫌慢，要discount 拒之
然后嫌产品不好, 安装老是有问题， 我让他退 他又不愿意
直接上negative |
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m**i
发帖数: 724 | 45 Stanford is good.
*******************************************************************
Ranked by total citations. (10 of 871)
RANK SCIENTIST PAPERS CITATIONS CITATIONS PER PAPER
1 DONOHO, DL 24 1,522 63.42
2 JOHNSTONE, IM 14 1,344 96
3 RAFTERY, AE 36 1,311 36.42
4 HALL, P 180 1,003 5.57
5 RUBIN, DB 34 952 28
6 SMITH, AFM 34 922 27.12
7 FAN, JQ 48 883 18.4
8 KASS, RE 14 836 59.71
9 CHIB, S 11 813 73.91
10 GREEN, PJ 16 802 50.12
"Essential Facts" contains very useful information to hel |
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j****y
发帖数: 1714 | 46 7 Questions You Must Ask Before Buying a Condo
You've found your dream condo, and you're ready to relax among the mango
trees and swaying date palms. Hold everything. To keep from getting stuck
with a lemon, you've got to do some homework. Here are the seven most
important questions you need to ask before buying a condo.
1. "What's the Beef?"
Take a look at the minutes of the condo association board meetings to see
what the owners have been griping about. If everyone was complaining about
the fa... 阅读全帖 |
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p*********w
发帖数: 23432 | 47 卫报：我们担心“哎喂喂”的命运 zz
Our fears for the fate of Ai Weiwei
http://www.guardian.co.uk/artanddesign/2011/apr/08/our-fears-fa
(后面的名单有点长，铲子要拉人得多准备几辆车。)
We write as a matter of urgency regarding the arbitrary detention of the
Chinese artist Ai Weiwei (Report, 7 April). We and many Chinese and other
friends are very concerned at the Chinese government's behaviour towards its
own citizens. Ai Weiwei's position is that he firmly believes in the
freedom of speech and the right to speak up on behalf of others... 阅读全帖 |
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j****9
发帖数: 312 | 48 Doug Kass the short fund hedge hog first mentioned last week that we have
seen the low in the stock market and now he past his wisdom on CNBC that we
are getting a correction. |
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g*****u
发帖数: 14294 | 49 海森宝出来喊过了。
Kass今天出来喊了。
可能离顶不远了。
不过他们一般要早两三天。 |
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