After a great deal of thought and following a discussion with my investors and limited partners I have decided to liquidate all of my long holdings.
http://www.zerohedge.com/news/2018-07-20/doug-kass-liquidates-all-long-holdings
Realist - Everybody in America is soft, and hates conflict. The cure for this, both in politics and social life, is the same -- hardihood. Give them raw truth.