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# ![@DougKass Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::19988458.png) @DougKass Dougie Kass

Dougie Kass posts on X about business, stocks, $shak, shak the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::19988458/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19988458/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +101%
- X Months XXXXXXXXX +87%
- X Year XXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::19988458/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19988458/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +7%
- X Months XXX +101%
- X Year XXX +30%

### Followers: XXXXXXX [#](/creator/twitter::19988458/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19988458/c:line/m:followers.svg)

- X Week XXXXXXX +0.01%
- X Month XXXXXXX -XXXX%
- X Months XXXXXXX +0.03%
- X Year XXXXXXX +0.45%

### CreatorRank: XXXXXXX [#](/creator/twitter::19988458/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::19988458/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [exchanges](/list/exchanges)  #389 [countries](/list/countries)  XXXX% [travel destinations](/list/travel-destinations)  XXXX%

**Social topic influence**
[business](/topic/business) #2218, [stocks](/topic/stocks) #967, [$shak](/topic/$shak) #6, [shak](/topic/shak) 5.95%, [$nvda](/topic/$nvda) #1596, [ai](/topic/ai) 4.76%, [$uber](/topic/$uber) #201, [$cost](/topic/$cost) #64, [to the](/topic/to-the) 3.57%, [nvda](/topic/nvda) #660

**Top accounts mentioned or mentioned by**
[@keithmccullough](/creator/undefined) [@squawkcnbc](/creator/undefined) [@business](/creator/undefined) [@cnbc](/creator/undefined) [@halftimereport](/creator/undefined) [@tomkeene](/creator/undefined) [@convertbond](/creator/undefined) [@pboockvar](/creator/undefined) [@scottwapnercnbc](/creator/undefined) [@cnbcfastmoney](/creator/undefined) [@carlquintanilla](/creator/undefined) [@guyadami](/creator/undefined) [@andrewrsorkin](/creator/undefined) [@beckyquick](/creator/undefined) [@ferrotv](/creator/undefined) [@sullycnbc](/creator/undefined) [@lisaabramowicz1](/creator/undefined) [@thestreetpro](/creator/undefined) [@cnbchalftime](/creator/undefined) [@saraeisen](/creator/undefined)

**Top assets mentioned**
[Shakita Inu (SHAK)](/topic/$shak) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Costco Hot Dog (COST)](/topic/$cost) [UnitedHealth Group (UNH)](/topic/$unh) [Alibaba Group (BABA)](/topic/$baba) [Apple, Inc. (AAPL)](/topic/$aapl) [501 (32)](/topic/$32) [Walmart, Inc. (WMT)](/topic/$wmt) [Costco Wholesale Corporation (COST)](/topic/costco) [Chipotle Mexican Grill, Inc. (CMG)](/topic/$cmg) [Starbucks Corporation (SBUX)](/topic/$sbux) [Cream (CRM)](/topic/$crm) [Adobe, Inc. (ADBE)](/topic/$adbe) [Bitcoin (BTC)](/topic/bitcoin) [Zoetis Inc (ZTS)](/topic/$zts) [Moderna Inc (MRNA)](/topic/$mrna) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [JPMorgan Chase (JPM)](/topic/$jpm) [Goldman Sachs (GS)](/topic/goldman-sachs)
### Top Social Posts
Top posts by engagements in the last XX hours

"The Magnificent Carnac: A hooker a cooker and a looker Xaviera Hollander Julia Childs and Angie Dickinson @dougkass"  
[X Link](https://x.com/DougKass/status/1996906671457947735)  2025-12-05T11:37Z 130K followers, 3715 engagements


"Costco Bueller @dougkass @business @guyadami @pboockvar @Convertbond"  
[X Link](https://x.com/DougKass/status/1998052869308649752)  2025-12-08T15:31Z 130K followers, 4132 engagements


"Hubris is one of the great renewable resources. $UBER one of the "Best Stocks in the Market" - is -$16 from its high a bit over a month ago. This might be the most crowded Fin TV long extant. @cnbchalftime It is amusing how blase the panelists are about the -XX% drop in the last several weeks. If the stock was +16% they would be ecstatic. That is a fact. This is among the problems of FIN TV - they rarely admit a mistake (when its down meaningfully short term it is then a long term investment) and excitedly emphasize their winners. Even though investments are not timestamped (so it is"  
[X Link](https://x.com/DougKass/status/1998805404344557836)  2025-12-10T17:21Z 130K followers, 1635 engagements


"@TheStreetPro One Fell Swoop Wolf Street howls about higher interest and mortgage rates The daily measure of the average 30-year fixed mortgage rate byMortgage News Daily jumped by X basis points to XXXX% wiping out the drop last week. I have recently highlighted the unprecedented rise in Japanese Bond yields which finally had some influence on our domestic rate structure. I am surprised the AI 'all of the time' market is unfocused on this. @business @pboockvar @Convertbond @KeithMcCullough @SquawkCNBC"  
[X Link](https://x.com/DougKass/status/1995787847173865580)  2025-12-02T09:31Z 130K followers, XXX engagements


"Bourbon guy on @SquawkCNBC is living in the past. Alcohol is losing share for a multitude of reasons: costs (tariffs etc.) GLP1 drugs cannabis making competitive inroads. @BeckyQuick Press him -he is putting on a happy face in the face of headwinds aplenty. @business @cnbc"  
[X Link](https://x.com/DougKass/status/1995831529956835707)  2025-12-02T12:24Z 130K followers, 4845 engagements


"Funny. This makes my frequent and (constructive) criticism of Fin TV mild in comparison @dougkass @KeithMcCullough @business @tomkeene @ferrotv @lisaabramowicz1 @SquawkCNBC @cnbcfastmoney @HalftimeReport @ScottWapnerCNBC @carlquintanilla @andrewrsorkin @saraeisen @pisani @saraeisen @SullyCNBC @pboockvar @Convertbond @guyadami"  
[X Link](https://x.com/DougKass/status/1997608662492196881)  2025-12-07T10:06Z 130K followers, 5067 engagements


"hyperbolic. @dougkass"  
[X Link](https://x.com/DougKass/status/1998036564673536225)  2025-12-08T14:26Z 130K followers, 5412 engagements


"There was a universal view in the business media this afternoon that equities would be buoyed after the Fed cut and the presser. I couldnt disagree more. (S&P futures are -XX handles and Nasdaq futures are -XXX handles currently) What astonishes me is that their positive and herd-like view is so confidently expressed. By contrast my ursine view (and my views generally) are always immersed in doubt. Enjoy the balance of the week. @dougkass @pboockvar @tomkeene @ferrotv @lisaabramowicz1 @ScottWapnerCNBC @carlquintanilla @cnbcfastmoney @HalftimeReport @SquawkCNBC @Convertbond @guyadami"  
[X Link](https://x.com/DougKass/status/1998943444492775547)  2025-12-11T02:30Z 130K followers, 34.9K engagements


"It is our contention based on our fundamental analysis (we are uninterested in the charts as many seem to have been) that Chipolte $CMG (Stephanie Link faved) Shake Shack $SHAK (Josh Brown faved) and Starbucks $SBUX (Josh Brown and other panelists favorites) became less of a value proposition about 1-2 years ago. That is why we were short the names and disagreed with the bullish narratives bottom fishing and averaging down on the shows. The operational turnaround becomes harder for new management (regardless of name and reputation) to overcome a K shaped economy in which the Average Joe"  
[X Link](https://x.com/DougKass/status/1983806522820874433)  2025-10-30T08:01Z 130K followers, 33.5K engagements


"And there are never followups from overly confident bulls like Paul Tudor Jones Tom Lee. or followups to huge investment boners like $SHAK $MNRA $BABA and $UNH $CRM $ADBE homebuilders etc. We called that cherry picking in High School. @dougkass @CNBC"  
[X Link](https://x.com/DougKass/status/1990521910988513374)  2025-11-17T20:46Z 130K followers, 8963 engagements


"Back down on the farm. bitcoin takes a sudden drop. @dougkass"  
[X Link](https://x.com/DougKass/status/1995284314607808920)  2025-12-01T00:10Z 130K followers, 9828 engagements


"Best Stocks in the Market $BABA ($193 to $XXX since 10/1/2025) and $SHAK ($145 to $XX since 8/1/2025) . touted as the two best ideas byseveral panelists on @cnbchalftime no longer discussed and swept under the rug. Selective marketing at its best. Ad hominem No a matter of fact. @dougkass @KeithMcCullough"  
[X Link](https://x.com/DougKass/status/1996158055977775413)  2025-12-03T10:02Z 130K followers, 5087 engagements


"Mix it up boys and girl. Change the debate from the same old same old ($NVDA $AAPL AI Mag7 etc) - how about discussing amongst yourselves the -$32 drop today in $COST. When the share price of $COST rises many panelists say the "consumer is healthy." And when it drops. @ScottWapnerCNBC @HalftimeReport"  
[X Link](https://x.com/DougKass/status/1996630111399866754)  2025-12-04T17:18Z 130K followers, 14.9K engagements


"By the way three months ago the show's panelist who doesn't mention it today and hasnt since it was a Final Trade buy back then (instead discusses the new high in $WMT) said "the horse to ride is $COST." Not ad hominem just stating the facts which are hard to reconcile with this morning's conversation. From @cnbc archives Final Trade on July X 2025 This is a good example why the business networks should timestamp and memorialize investment recommendations from their panelists. How else is a viewer to determine a panelists' value added proposition @HalftimeReport @ScottWapnerCNBC"  
[X Link](https://x.com/DougKass/status/1996632879128805575)  2025-12-04T17:29Z 130K followers, 14.6K engagements


"Only winners discussed That is called cherry picking. How about asking your panelist about $ZTS that she has confidentally recommended as it has dropped from $XXX to $XXX during the amazing market climb over the last few months Not ad hominem factual. Time stamp trades. @ScottWapnerCNBC @KeithMcCullough @HalftimeReport (Praise by individual criticize by category)"  
[X Link](https://x.com/DougKass/status/1996637249845285134)  2025-12-04T17:46Z 130K followers, 14.8K engagements


"$SHAK $XXX to $XX in this year's market rip . "The Best Stocks in the Market" - laughable. @dougkass @KeithMcCullough"  
[X Link](https://x.com/DougKass/status/1996668879251136710)  2025-12-04T19:52Z 130K followers, 3391 engagements


"$SHAK in a nutshell: The product has deteriorated. The service has deteriorated. The product prices have increased. The share price is -XX% from its high. $SHAK @dougkass (still short)"  
[X Link](https://x.com/DougKass/status/1996671543535898810)  2025-12-04T20:02Z 130K followers, 5345 engagements


""Just one more thing." -Lt. Columbo From the show "I am worried about the consumer." Then why has the panelist quoted watched his single favorite long term holding $SHAK move from $XXX to $XX (down another $3/share today) And maybe he can explain the departure of the CFO recently announced. The Best Stocks in The Market Panelists' Favorite Long Term Holdings: $SHAK $MRNA $UNH $PSKY (Paramount) etc. Just look at the charts the don't appear to be the "best." As to $NFLX (now being discussed and also a fave on the show) a big deal has just been made that he has just sold a majority of his"  
[X Link](https://x.com/DougKass/status/1996993471480254911)  2025-12-05T17:22Z 130K followers, 30.2K engagements


"Poor Disperson @thestreetpro Only one out of eleven S&P sectors experienced positive performance today: @dougkass @tomkeene @guyadami @pboockvar @ScottWapnerCNBC @carlquintanilla @SullyCNBC @cnbcfastmoney @HalftimeReport @SquawkCNBC @saraeisen @convertbond @ferrotv @lisaabramowicz1"  
[X Link](https://x.com/DougKass/status/1998142778920824941)  2025-12-08T21:28Z 130K followers, 3183 engagements


"Memo to Fin TV producers. Your networks' obsession (time committment) with the $WBD takeover proposals is not surprising (entertainment-related) but its asymmetric (relative to value of lengthy discussion/commitment of airtime) and one big waste of time for your viewers given X. the size of the market cap and X. the lengthy time likely to elapse before a decision is made. Moreover a panelists' comment just made that $NFLX is just "crappy content" speaks volumes about the lack of industry knowledge and the lack of understanding the evolution of entertainment -- demonstrating continuing bias"  
[X Link](https://x.com/DougKass/status/1998357359194731005)  2025-12-09T11:41Z 130K followers, 4017 engagements


"@thestreetpro Covered $JPM short at $XXXXXX on disappointing revenue guidance and consumer comments at Goldman Sachs conference. We shorted more $JPM this morning at $XXXXXX and have been expanding our short since. From December 5: Adding to Financial Services Shorts I am adding to my JPMorgan short at $XXXXXX. By Doug Kass Dec X 2025 10:26 AM EST @dougkass @tomkeene @business"  
[X Link](https://x.com/DougKass/status/1998452354409181602)  2025-12-09T17:59Z 130K followers, 8578 engagements


"The next big thing. the yen carry trade/unwind (and no one save @KeithMcCullough myself and a few others) are talking about it. @tomkeene @business @lisaabramowicz1 @ferrotv @cnbcfastmoney @HalftimeReport @ScottWapnerCNBC @carlquintanilla @Convertbond @pboockvar @SquawkCNBC @andrewrsorkkin @BeckyQuick @SaraEisen"  
[X Link](https://x.com/DougKass/status/1993400708452979124)  2025-11-25T19:25Z 130K followers, 5610 engagements


"Boom This just in from The Financial Times: Nvidia: China to impose restrictions on H200 purchases (according to the FT) NVDA (Nvidia) according to anFT reportat 5:40amETChina is likely to impose limits on H200 purchases requiring buyers to go through anapproval processoutliningwhy they require the chipas Beijing pushes forward withplans to encourage the use of domestic technology.Our view on the H200 approval is thatwhile its not negative its also far from being a massive positive for Nvidiafor the following reasons:1)this issue is hardly the big overhang on AI stocks lately (far more"  
[X Link](https://x.com/DougKass/status/1998345633871114442)  2025-12-09T10:55Z 130K followers, 5763 engagements


"I just covered my $NVDA short at $XXXXXX for a nice gain. (I shorted last night at $XXXXXX see below) @dougkass @business @tomkeene"  
[X Link](https://x.com/DougKass/status/1998401722369122697)  2025-12-09T14:37Z 130K followers, 9831 engagements


"The guy on @cnbc who is pushing his suite of leveraged ETF products should get the hook. There is no place for these products they have turned our markts into a casino despite his rationalizations. @dougkass"  
[X Link](https://x.com/DougKass/status/1998700101749842097)  2025-12-10T10:23Z 130K followers, 8859 engagements


""Hawkish cut" @cnbc (mentioned 17x since X AM) Drink @dougkass @KeithMcCullough"  
[X Link](https://x.com/DougKass/status/1998756271332471105)  2025-12-10T14:06Z 130K followers, 17.9K engagements


""Group stink" especially in the business media has a foul odor. Remember- the response from strategists panelists guests moderates (following the Fed's cut and presser) were universally positive. With s and p futures -XX and nasdaq futures -XXX this morning you would think that the producers would see the need for non consensus views and thinkers. Nope the consensus prevails in commentary and in (formulaic) programming which materially calls on the views of perma bulls non rigorous contributors and consensus thinkers. Coming up Captains Obvious. @dougkass @business @tomkeene @cnbc"  
[X Link](https://x.com/DougKass/status/1999037220305436754)  2025-12-11T08:43Z 130K followers, 2852 engagements


"Just heard - some more "group stink" on @cnbc Talking head: "The Fed tells us inflation controlled growth strong. what's not to like" "We are confidentally overweight AI and technology and emerging markets." Read below on @thestreetpro to consider some of the thing that are wrong with the economy and our markets (valuations rising global interest rates an equity risk discount the budget deficit US debt policy boners (fiscal and monetary) etc. ):"  
[X Link](https://x.com/DougKass/status/1999059588654539090)  2025-12-11T10:12Z 130K followers, 2429 engagements


"the announcement is a non event for cannabis stocks over"  
[X Link](https://x.com/DougKass/status/1993768694611366129)  2025-11-26T19:47Z 130K followers, 16.3K engagements


"Bubble Bubble Toil and Trouble In the business media comparisons today are being increasingly made with prior bubbles. I wanted to offer my views of this subject. There have arguably been three well-defined speculative cycles in equities over the last six decades The Nifty Fifty Era (the 1960s to the early 1970s) the Dot-Com Boom (mid-to-late 1990s to early 2000) and the recent Mag X and AI Boom. All three of these eras have fueled a bull market in equities. The end of the Nifty Fifty Era and the Dot-Com Boom marked the end of the respective bull markets and were followed by market crashes. *"  
[X Link](https://x.com/DougKass/status/1994514848802378203)  2025-11-28T21:12Z 130K followers, 105.9K engagements


"The strategists panelists and moderators on Fin TV are uber confident that the consumer is healthy and will keep spending. @tomkeene @business @dougkass The largest bank in the world (JPM) has a different view (h/t Joe W. @TheStalwart):"  
[X Link](https://x.com/DougKass/status/1998464896741081358)  2025-12-09T18:48Z 130K followers, 6639 engagements


"Coming up on @TheStreetPro More Tales From Nvidia - Maybe the Chinese Don't Care About Unfettered Access to NVDA Parts (Issue #164) Modifying the last "More Tales" (Issue #163) . This one is interesting as The key line in the substack: But maybe maybe just maybe Chinas reticence to stock up on H200s is alsoa sign that China has realized that GPUs arent the royal road to AGI. And realizedthat loading up on AI infrastructure that is likely to rapidly depreciate might be premature and not the massive competitive or economic advantage many once people thought it was. The first country to really"  
[X Link](https://x.com/DougKass/status/1998697266589090041)  2025-12-10T10:12Z 130K followers, 2169 engagements


"Spring Training Countdown: XX days XX hours XX minutes XX seconds @dougkass @tomkeene"  
[X Link](https://x.com/DougKass/status/1998716026045751495)  2025-12-10T11:26Z 130K followers, 2685 engagements


"Four minutes into @HalftimeReport - X more "hawkish cuts" references (now at 32x). Drink @dougkass @guyadami"  
[X Link](https://x.com/DougKass/status/1998801176448610569)  2025-12-10T17:05Z 130K followers, 4717 engagements


"Hubris is one of the great renewable resources. $UBER one of the "Best Stocks in the Market" - is -$16 from its high a bit over a month ago. This might be the most crowded Fin TV long extant. @cnbchalftime It is amusing how blase the panelists are about the -XX% drop in the last several weeks. If the stock was +16% they would be ecstatic. That is a fact. This is among the problems of FIN TV - they rarely admit a mistake (when its down meaningfully short term it is then a long term investment) and excitedly emphasize their winners. Even though investments are not timestamped (so it is"  
[X Link](https://x.com/DougKass/status/1998807668505346480)  2025-12-10T17:30Z 130K followers, 4464 engagements


"Only on Fin TV. Heard on @cnbc Talking Head: "Oracle investors got a little over the skiis in response to the AI bookings last quarter." Umm the share price has fallen more than a little- $XXX to $XXX. In my book that is more than "a little." @dougkass"  
[X Link](https://x.com/DougKass/status/1999061371498226025)  2025-12-11T10:19Z 130K followers, 2023 engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@DougKass Avatar @DougKass Dougie Kass

Dougie Kass posts on X about business, stocks, $shak, shak the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX +101%
  • X Months XXXXXXXXX +87%
  • X Year XXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX -XX%
  • X Month XXX +7%
  • X Months XXX +101%
  • X Year XXX +30%

Followers: XXXXXXX #

Followers Line Chart

  • X Week XXXXXXX +0.01%
  • X Month XXXXXXX -XXXX%
  • X Months XXXXXXX +0.03%
  • X Year XXXXXXX +0.45%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence

Social category influence stocks XXXXX% finance XXXXX% technology brands XXXX% cryptocurrencies XXXX% exchanges #389 countries XXXX% travel destinations XXXX%

Social topic influence business #2218, stocks #967, $shak #6, shak 5.95%, $nvda #1596, ai 4.76%, $uber #201, $cost #64, to the 3.57%, nvda #660

Top accounts mentioned or mentioned by @keithmccullough @squawkcnbc @business @cnbc @halftimereport @tomkeene @convertbond @pboockvar @scottwapnercnbc @cnbcfastmoney @carlquintanilla @guyadami @andrewrsorkin @beckyquick @ferrotv @sullycnbc @lisaabramowicz1 @thestreetpro @cnbchalftime @saraeisen

Top assets mentioned Shakita Inu (SHAK) NVIDIA Corp. (NVDA) Uber Technologies, Inc. (UBER) Costco Hot Dog (COST) UnitedHealth Group (UNH) Alibaba Group (BABA) Apple, Inc. (AAPL) 501 (32) Walmart, Inc. (WMT) Costco Wholesale Corporation (COST) Chipotle Mexican Grill, Inc. (CMG) Starbucks Corporation (SBUX) Cream (CRM) Adobe, Inc. (ADBE) Bitcoin (BTC) Zoetis Inc (ZTS) Moderna Inc (MRNA) Paramount Skydance Corporation Class B Common Stock (PSKY) Warner Bros Discovery, Inc. (WBD) JPMorgan Chase (JPM) Goldman Sachs (GS)

Top Social Posts

Top posts by engagements in the last XX hours

"The Magnificent Carnac: A hooker a cooker and a looker Xaviera Hollander Julia Childs and Angie Dickinson @dougkass"
X Link 2025-12-05T11:37Z 130K followers, 3715 engagements

"Costco Bueller @dougkass @business @guyadami @pboockvar @Convertbond"
X Link 2025-12-08T15:31Z 130K followers, 4132 engagements

"Hubris is one of the great renewable resources. $UBER one of the "Best Stocks in the Market" - is -$16 from its high a bit over a month ago. This might be the most crowded Fin TV long extant. @cnbchalftime It is amusing how blase the panelists are about the -XX% drop in the last several weeks. If the stock was +16% they would be ecstatic. That is a fact. This is among the problems of FIN TV - they rarely admit a mistake (when its down meaningfully short term it is then a long term investment) and excitedly emphasize their winners. Even though investments are not timestamped (so it is"
X Link 2025-12-10T17:21Z 130K followers, 1635 engagements

"@TheStreetPro One Fell Swoop Wolf Street howls about higher interest and mortgage rates The daily measure of the average 30-year fixed mortgage rate byMortgage News Daily jumped by X basis points to XXXX% wiping out the drop last week. I have recently highlighted the unprecedented rise in Japanese Bond yields which finally had some influence on our domestic rate structure. I am surprised the AI 'all of the time' market is unfocused on this. @business @pboockvar @Convertbond @KeithMcCullough @SquawkCNBC"
X Link 2025-12-02T09:31Z 130K followers, XXX engagements

"Bourbon guy on @SquawkCNBC is living in the past. Alcohol is losing share for a multitude of reasons: costs (tariffs etc.) GLP1 drugs cannabis making competitive inroads. @BeckyQuick Press him -he is putting on a happy face in the face of headwinds aplenty. @business @cnbc"
X Link 2025-12-02T12:24Z 130K followers, 4845 engagements

"Funny. This makes my frequent and (constructive) criticism of Fin TV mild in comparison @dougkass @KeithMcCullough @business @tomkeene @ferrotv @lisaabramowicz1 @SquawkCNBC @cnbcfastmoney @HalftimeReport @ScottWapnerCNBC @carlquintanilla @andrewrsorkin @saraeisen @pisani @saraeisen @SullyCNBC @pboockvar @Convertbond @guyadami"
X Link 2025-12-07T10:06Z 130K followers, 5067 engagements

"hyperbolic. @dougkass"
X Link 2025-12-08T14:26Z 130K followers, 5412 engagements

"There was a universal view in the business media this afternoon that equities would be buoyed after the Fed cut and the presser. I couldnt disagree more. (S&P futures are -XX handles and Nasdaq futures are -XXX handles currently) What astonishes me is that their positive and herd-like view is so confidently expressed. By contrast my ursine view (and my views generally) are always immersed in doubt. Enjoy the balance of the week. @dougkass @pboockvar @tomkeene @ferrotv @lisaabramowicz1 @ScottWapnerCNBC @carlquintanilla @cnbcfastmoney @HalftimeReport @SquawkCNBC @Convertbond @guyadami"
X Link 2025-12-11T02:30Z 130K followers, 34.9K engagements

"It is our contention based on our fundamental analysis (we are uninterested in the charts as many seem to have been) that Chipolte $CMG (Stephanie Link faved) Shake Shack $SHAK (Josh Brown faved) and Starbucks $SBUX (Josh Brown and other panelists favorites) became less of a value proposition about 1-2 years ago. That is why we were short the names and disagreed with the bullish narratives bottom fishing and averaging down on the shows. The operational turnaround becomes harder for new management (regardless of name and reputation) to overcome a K shaped economy in which the Average Joe"
X Link 2025-10-30T08:01Z 130K followers, 33.5K engagements

"And there are never followups from overly confident bulls like Paul Tudor Jones Tom Lee. or followups to huge investment boners like $SHAK $MNRA $BABA and $UNH $CRM $ADBE homebuilders etc. We called that cherry picking in High School. @dougkass @CNBC"
X Link 2025-11-17T20:46Z 130K followers, 8963 engagements

"Back down on the farm. bitcoin takes a sudden drop. @dougkass"
X Link 2025-12-01T00:10Z 130K followers, 9828 engagements

"Best Stocks in the Market $BABA ($193 to $XXX since 10/1/2025) and $SHAK ($145 to $XX since 8/1/2025) . touted as the two best ideas byseveral panelists on @cnbchalftime no longer discussed and swept under the rug. Selective marketing at its best. Ad hominem No a matter of fact. @dougkass @KeithMcCullough"
X Link 2025-12-03T10:02Z 130K followers, 5087 engagements

"Mix it up boys and girl. Change the debate from the same old same old ($NVDA $AAPL AI Mag7 etc) - how about discussing amongst yourselves the -$32 drop today in $COST. When the share price of $COST rises many panelists say the "consumer is healthy." And when it drops. @ScottWapnerCNBC @HalftimeReport"
X Link 2025-12-04T17:18Z 130K followers, 14.9K engagements

"By the way three months ago the show's panelist who doesn't mention it today and hasnt since it was a Final Trade buy back then (instead discusses the new high in $WMT) said "the horse to ride is $COST." Not ad hominem just stating the facts which are hard to reconcile with this morning's conversation. From @cnbc archives Final Trade on July X 2025 This is a good example why the business networks should timestamp and memorialize investment recommendations from their panelists. How else is a viewer to determine a panelists' value added proposition @HalftimeReport @ScottWapnerCNBC"
X Link 2025-12-04T17:29Z 130K followers, 14.6K engagements

"Only winners discussed That is called cherry picking. How about asking your panelist about $ZTS that she has confidentally recommended as it has dropped from $XXX to $XXX during the amazing market climb over the last few months Not ad hominem factual. Time stamp trades. @ScottWapnerCNBC @KeithMcCullough @HalftimeReport (Praise by individual criticize by category)"
X Link 2025-12-04T17:46Z 130K followers, 14.8K engagements

"$SHAK $XXX to $XX in this year's market rip . "The Best Stocks in the Market" - laughable. @dougkass @KeithMcCullough"
X Link 2025-12-04T19:52Z 130K followers, 3391 engagements

"$SHAK in a nutshell: The product has deteriorated. The service has deteriorated. The product prices have increased. The share price is -XX% from its high. $SHAK @dougkass (still short)"
X Link 2025-12-04T20:02Z 130K followers, 5345 engagements

""Just one more thing." -Lt. Columbo From the show "I am worried about the consumer." Then why has the panelist quoted watched his single favorite long term holding $SHAK move from $XXX to $XX (down another $3/share today) And maybe he can explain the departure of the CFO recently announced. The Best Stocks in The Market Panelists' Favorite Long Term Holdings: $SHAK $MRNA $UNH $PSKY (Paramount) etc. Just look at the charts the don't appear to be the "best." As to $NFLX (now being discussed and also a fave on the show) a big deal has just been made that he has just sold a majority of his"
X Link 2025-12-05T17:22Z 130K followers, 30.2K engagements

"Poor Disperson @thestreetpro Only one out of eleven S&P sectors experienced positive performance today: @dougkass @tomkeene @guyadami @pboockvar @ScottWapnerCNBC @carlquintanilla @SullyCNBC @cnbcfastmoney @HalftimeReport @SquawkCNBC @saraeisen @convertbond @ferrotv @lisaabramowicz1"
X Link 2025-12-08T21:28Z 130K followers, 3183 engagements

"Memo to Fin TV producers. Your networks' obsession (time committment) with the $WBD takeover proposals is not surprising (entertainment-related) but its asymmetric (relative to value of lengthy discussion/commitment of airtime) and one big waste of time for your viewers given X. the size of the market cap and X. the lengthy time likely to elapse before a decision is made. Moreover a panelists' comment just made that $NFLX is just "crappy content" speaks volumes about the lack of industry knowledge and the lack of understanding the evolution of entertainment -- demonstrating continuing bias"
X Link 2025-12-09T11:41Z 130K followers, 4017 engagements

"@thestreetpro Covered $JPM short at $XXXXXX on disappointing revenue guidance and consumer comments at Goldman Sachs conference. We shorted more $JPM this morning at $XXXXXX and have been expanding our short since. From December 5: Adding to Financial Services Shorts I am adding to my JPMorgan short at $XXXXXX. By Doug Kass Dec X 2025 10:26 AM EST @dougkass @tomkeene @business"
X Link 2025-12-09T17:59Z 130K followers, 8578 engagements

"The next big thing. the yen carry trade/unwind (and no one save @KeithMcCullough myself and a few others) are talking about it. @tomkeene @business @lisaabramowicz1 @ferrotv @cnbcfastmoney @HalftimeReport @ScottWapnerCNBC @carlquintanilla @Convertbond @pboockvar @SquawkCNBC @andrewrsorkkin @BeckyQuick @SaraEisen"
X Link 2025-11-25T19:25Z 130K followers, 5610 engagements

"Boom This just in from The Financial Times: Nvidia: China to impose restrictions on H200 purchases (according to the FT) NVDA (Nvidia) according to anFT reportat 5:40amETChina is likely to impose limits on H200 purchases requiring buyers to go through anapproval processoutliningwhy they require the chipas Beijing pushes forward withplans to encourage the use of domestic technology.Our view on the H200 approval is thatwhile its not negative its also far from being a massive positive for Nvidiafor the following reasons:1)this issue is hardly the big overhang on AI stocks lately (far more"
X Link 2025-12-09T10:55Z 130K followers, 5763 engagements

"I just covered my $NVDA short at $XXXXXX for a nice gain. (I shorted last night at $XXXXXX see below) @dougkass @business @tomkeene"
X Link 2025-12-09T14:37Z 130K followers, 9831 engagements

"The guy on @cnbc who is pushing his suite of leveraged ETF products should get the hook. There is no place for these products they have turned our markts into a casino despite his rationalizations. @dougkass"
X Link 2025-12-10T10:23Z 130K followers, 8859 engagements

""Hawkish cut" @cnbc (mentioned 17x since X AM) Drink @dougkass @KeithMcCullough"
X Link 2025-12-10T14:06Z 130K followers, 17.9K engagements

""Group stink" especially in the business media has a foul odor. Remember- the response from strategists panelists guests moderates (following the Fed's cut and presser) were universally positive. With s and p futures -XX and nasdaq futures -XXX this morning you would think that the producers would see the need for non consensus views and thinkers. Nope the consensus prevails in commentary and in (formulaic) programming which materially calls on the views of perma bulls non rigorous contributors and consensus thinkers. Coming up Captains Obvious. @dougkass @business @tomkeene @cnbc"
X Link 2025-12-11T08:43Z 130K followers, 2852 engagements

"Just heard - some more "group stink" on @cnbc Talking head: "The Fed tells us inflation controlled growth strong. what's not to like" "We are confidentally overweight AI and technology and emerging markets." Read below on @thestreetpro to consider some of the thing that are wrong with the economy and our markets (valuations rising global interest rates an equity risk discount the budget deficit US debt policy boners (fiscal and monetary) etc. ):"
X Link 2025-12-11T10:12Z 130K followers, 2429 engagements

"the announcement is a non event for cannabis stocks over"
X Link 2025-11-26T19:47Z 130K followers, 16.3K engagements

"Bubble Bubble Toil and Trouble In the business media comparisons today are being increasingly made with prior bubbles. I wanted to offer my views of this subject. There have arguably been three well-defined speculative cycles in equities over the last six decades The Nifty Fifty Era (the 1960s to the early 1970s) the Dot-Com Boom (mid-to-late 1990s to early 2000) and the recent Mag X and AI Boom. All three of these eras have fueled a bull market in equities. The end of the Nifty Fifty Era and the Dot-Com Boom marked the end of the respective bull markets and were followed by market crashes. *"
X Link 2025-11-28T21:12Z 130K followers, 105.9K engagements

"The strategists panelists and moderators on Fin TV are uber confident that the consumer is healthy and will keep spending. @tomkeene @business @dougkass The largest bank in the world (JPM) has a different view (h/t Joe W. @TheStalwart):"
X Link 2025-12-09T18:48Z 130K followers, 6639 engagements

"Coming up on @TheStreetPro More Tales From Nvidia - Maybe the Chinese Don't Care About Unfettered Access to NVDA Parts (Issue #164) Modifying the last "More Tales" (Issue #163) . This one is interesting as The key line in the substack: But maybe maybe just maybe Chinas reticence to stock up on H200s is alsoa sign that China has realized that GPUs arent the royal road to AGI. And realizedthat loading up on AI infrastructure that is likely to rapidly depreciate might be premature and not the massive competitive or economic advantage many once people thought it was. The first country to really"
X Link 2025-12-10T10:12Z 130K followers, 2169 engagements

"Spring Training Countdown: XX days XX hours XX minutes XX seconds @dougkass @tomkeene"
X Link 2025-12-10T11:26Z 130K followers, 2685 engagements

"Four minutes into @HalftimeReport - X more "hawkish cuts" references (now at 32x). Drink @dougkass @guyadami"
X Link 2025-12-10T17:05Z 130K followers, 4717 engagements

"Hubris is one of the great renewable resources. $UBER one of the "Best Stocks in the Market" - is -$16 from its high a bit over a month ago. This might be the most crowded Fin TV long extant. @cnbchalftime It is amusing how blase the panelists are about the -XX% drop in the last several weeks. If the stock was +16% they would be ecstatic. That is a fact. This is among the problems of FIN TV - they rarely admit a mistake (when its down meaningfully short term it is then a long term investment) and excitedly emphasize their winners. Even though investments are not timestamped (so it is"
X Link 2025-12-10T17:30Z 130K followers, 4464 engagements

"Only on Fin TV. Heard on @cnbc Talking Head: "Oracle investors got a little over the skiis in response to the AI bookings last quarter." Umm the share price has fallen more than a little- $XXX to $XXX. In my book that is more than "a little." @dougkass"
X Link 2025-12-11T10:19Z 130K followers, 2023 engagements

@DougKass
/creator/twitter::DougKass