MONEYSHOW Appearance – Thomas Hayes – Chairman of Great Hill Capital – December 1-2, 2025

Save The Date!

My WorkShop Schedule for MoneyShow Masters Symposium Sarasota

-Monday, December 1, 2025 • 11:15 AM – 11:30 AM

Keynote Presentation • Healthcare, Small Caps, Selective Energy and More Unloved “Once in 25-Year” Opportunities

-Monday, December 1, 2025 • 6:20 PM – 6:45 PM

Keynote Panel • 10 Stock Picks for the Next 12 Months

-Tuesday, December 2, 2025 • 1:00 PM – 1:45 PM

Educational Presentation • Mid-Term Election Year Jitters? How to Find Opportunities to Thrive!

I will be speaking at the MoneyShow in Sarasota, FL on Dec 1-2.  You can pre-register here:

Click here for MoneyShow Registration

Be in the know. 24 key reads for Wednesday…

  1. Boeing posts Q3 revenue beat, improving cash flow burn rate as CEO Ortberg’s turnaround plan takes off (yahoo)
  2. Boeing stems cash burn for first time since 2023 but takes $4.9 billion charge on 777X delays (cnbc)
  3. Etsy Taps Chief Growth Officer as CEO to Navigate the AI Era (bloomberg)
  4. E-commerce consumption could bump 20% because of agentic AI, says Mizuho’s Dan Dolev (youtube)
  5. Estée Lauder partners with Shopify for digital commerce overhaul (investing)
  6. Hormel Foods to spin off Justin’s brand in private-equity agreement (yahoo)
  7. Hormel Foods Lowers Adjusted Earnings Guidance Citing Fire, Inflationary Pressures (wsj)
  8. Generac cuts full-year sales forecast on weak residential demand for generators (reuters)
  9. Mortgage rates drop to the lowest level in over a year, pushing refinancing 111% higher annually (cnbc)
  10. US Home Prices Post Weakest Gain in More Than Two Years (bloomberg)
  11. Venmo users will soon be able to pay rent, mortgages as PayPal announces Bilt partnership (nypost)
  12. JPMorgan Sees Fed Reviving 2019 Playbook to Ease Market Strains (bloomberg)
  13. Fed Preview: Rate Cut And End Of QT Will Be “Broadly Supportive Of Risk” (zerohedge)
  14. The Fed Is Looking for Signals From Job Market. Amazon May Have Sent a Message. (barrons)
  15. Wells Fargo calls for an ‘everything rally’ into year-end (streetinsider)
  16. Profit Margins Aren’t Just Higher in Tech. Call It a ‘Moneyball’ Rally. (barrons)
  17. The US Dollar’s Value Is Down—and These 3 Investments Are Way, Way Up (morningstar)
  18. Trump Expects to Sign China Trade Deal at Xi Summit (wsj)
  19. Foreign investors show renewed interest in China equities, HSBC report says (scmp)
  20. China Blows Past Record for Europe Car Sales on Hybrids, EVs (bloomberg)
  21. Lithium Prices Boosted by China’s Policy Drive on Energy Storage (bloomberg)
  22. Toyota pledges $10B toward new auto plants in US: ‘Go out and buy a Toyota,’ Trump says (nypost)
  23. US and South Korea seal trade deal (ft)
  24. 15th 5-Year Plan – AI & Tech Self-Reliance, AI & Tech Self-Reliance, AI & Tech Self-Reliance (Don’t Bury The Headline) (chinalastnight)

“Old Dogs, New Tricks” Stock Market (and Sentiment Results)…

  Key Market Outlook(s) and Pick(s)

On Monday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss markets, outlook, earnings, the Mag 7, Alibaba, and more. Thanks to Stuart, Peyton Jennings, and Christian Dagger for having me on:

Continue reading ““Old Dogs, New Tricks” Stock Market (and Sentiment Results)…”