Kass is a blowhard who "called" the housing boom a market bubble for 10 years before thing broke down. Watch him, he thinks he's the smartest guy in the room at all times, but everyone else is grinning about that.
FIO is a screaming buy though... the next big mover in tech.
Kass hasn't exactly been good lately...as in over the past 5 years. he called the bottom in stocks for several months before using the term "generational" luckily in march 2009. he ignored the fact that he was calling bottoms for months before then. he has been calling tops in the bond market for years now and has lost a ton of money in TBT.