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Twitter, Macy's and J.C. Penney: Doug Kass' Views

Doug Kass shares his views every day on RealMoneyPro. Click here for a real-time look at his insights and musings.

Bloomberg Radio, listen!

Bloomberg TV, watch!

I have a crush on Twitter (TWTR) .

Why the rally in retail may not be justified. Parts one and two and three.

I am a buyer of Macy's (M) down 10% (or so) from here.

I initiated a small J.C. Penney (JCP) long.

I added to ProShares UltraShort S&P 500 ETF (SDS) long and SPDR S&P 500 ETF (SPY) short, and increased a sizable Hartford Financial Services Group (HIG) long.

VIX remains compressed and The Bull Market in...