Doug Kass At Highest Net Short Position All Year, Provides Long Ideas

Doug Kass tweeted on December 10 that he's at his "highest net short position all year. My signal is the weakening financials" (tweet).  He also tweeted that the weak Treasury auction could place "continued pressure on reits, banks and other financials" (tweet) and his "favorite short is IYR" (tweet).  Tweet Tweet.  Follow @DougKass. *Kass was interviewed in Barron's today: Skeptical That Growth Will Take Root, Kass' Picks and Pans... (firm/Seabreeze Partners Management).

Recent articles by Doug Kass on TheStreet.com:
Kass: A Couple of Concerns (12/9/09)
Favorite Long and Short (RealMoney Silver)
Back Shorting Retail (RealMoney Silver)
Awful Treasury Auction (RealMoney Silver)