Seabreeze Capital Partners LP https://t.co/49PAROHCBl
Cite asCryptoQuant has tracked the directional calls on COF by @DougKass on X since Dec 2025: not yet scored on COF (as of Nov 11, 2026).
Other assets covered (61)
1 COF call on record, a thin history.
Relative view by default: fewer than 30 COF calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @DougKass to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
read my 274 columns on the street pro. entitled more tales from nvda. -the series is two years old and yesterday i wrote four more @thestreetpro people pushbacked and were critical of the frequency of my writings on Nvidia or you can listen to the pablum on the shows by talking heads who all say the same thing over and over and who have never modeled the company @TheJudgeCNBC @HalftimeReport @KeithMcCullough
View original →suppose, for example, Dan I took, as was the case, a negative view on Nvidia 12 months ago, and I ran a mutual fund whose benchmark was the S&P if I dramatically underweighted Nvidia relatively S&P, that would’ve been value added. In other words, as I mentioned, the market is nuanced and that’s why we provide commentary @DanGreenhaus
View original →No pushback on Fin TV from: * The most heavily owned stock of the entire parade of panelists - $NVDA (a dog was named for the company). Yes, its a dog with fleas (h/t the movie Wall Street). * Hosts get too close to managements of Salesforce $CRM and $NVDA - favoring access over viewers' financial well being. (I have written 274 columns in a series on @thestreetpro "More Tales From Nvidia".) * The panelists (and the strategist appearing daily in the afternoons) who were highly confident in the memory and chip stocks outlook. How can Farmer Jim (and the others) not be asked about $MU after all the other investment boners (like $ADBE $ORCL $CLF Paramount, etc)? "The wise does in the beginning what the fool does at the end." - Warren Buffett It is clear that no one takes ownership, the network doesn't timestamp panelists' recommendations and there is rarely (if ever) pushback by the shows' moderators. After all this it is clear nothing will change - not the formulaic programing and not the guests (get used to @fundstat defending ethereum/bitcoin and the markets daily, soon followed by @DivesTech. It appears there will never be contrary discussion, discourse and debate. The foul stench of "group stink" is pervasive. As Grandma used to say, "Dougie, its a big fat waste of time." @TheJudgeCNBC @HalftimeReport @KeithMcCullough @HedgeyeDJ
View original →Bank of American removes Micron $MU and others from their top stock pics.... What does Farmer Jim (who confidently bought $MU from $1100 to $725 (in a period of a few weeks!) know that Bankamerica knows? "What the wise do in the beginning, fools do in the end," - Warren Buffett When in the public arena and making public investment recommendations -- explanations should be given with regard to very poor decisions. As such, I dont view this tweet as ad hominem. It is reasonable to ask for an answer and response. There is nothing wrong about being wrong - as long as one take ownership and doesn't bullshit in an explanation for the mistake. If Farmer Jim or anyone on @CNBC disagrees with me please speak up. As for me I am often wrong and always in doubt. I deliver my ideas in real time @thestreetpro and take ownership for my lowers and try to explain when and why I err. @jlebenthal @HalftimeReport @KeithMcCullough @HedgeyeDJ @andrewrsorkin @tomkeene @squawk @HalftimeReport @TheJudgeCNBC
View original →Respectfully @RyanDetrick I am hearing alot from you and others that: * the best market days happen very close to the worst days and * the need to stay fully invested - if not one misses days like yesterday. (20) Ryan Detrick, CMT on X: "Last year, the S&P 500 gained 16.4%, but if you missed the best 10 days that dropped to minus 9.5%. Since '90, stocks have gained 7.7% a year, but if you missed the 10 best days each year? It goes down to -15.4%." / X But let's switch your argument around and look at the contrary - the worst days often happen very close to the best days. (And sometimes the worst days are worse than the best days!) But what about missing Thursday - a day in which the averages fell by -5%? What if one's (an investor) risk appetite is non accepting of a -5% drop in the averages in one trading session (and far worse in some higher beta/momentum stocks)? Note: We have seen some of the most storied hedge funds get decimated in the last six weeks. (1) Mike Zaccardi, CFA, CMT on X: "Momentum's dramatic 2H plunge... GS https://t.co/bzZC6T7ErS" / X Or what about the leveraged and unleveraged trader (I am sure many are your clients at Carson) who walk into a down -5% day.... they can be wiped out. @KeithMcCullough @HedgeyeDJ @andrewrsorkin @tomkeene @business @squawkbox @dougkass https://t.co/uUqdHujUdq
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