Hedge Fund Tips

Oil & Gas Equipment & Services Earnings Estimates and Revisions

In the spreadsheet above I have tracked the earnings estimates for the Oil & Gas Equipment & Services ETF (XES) top 30 weighted stocks. Continue reading “Oil & Gas Equipment & Services Earnings Estimates and Revisions”

In the spreadsheet above I have tracked the earnings estimates for the Ark Innovation Fund (ARKK) top weighted stocks.

Data Source: Finviz

Our Applied Stock Market Indicator of the Day (in 60 Seconds or Less) is:

Nasdaq Market Thrust

Hong Kong Tech ETF Draws Record Bets as Investors Defy Jitters (bloomberg)
Goldman Traders See Signs Hedge Funds Are Capitulating on Stocks (bloomberg)
Trend-following investors sell $190B in stocks, hit net short position: Goldman (investing)
Earnings Hold Up, Even as Markets Waver (zerohedge)
U.S. dividend funds draw strong flows as investors seek safety (reuters)
Morgan Stanley’s Wilson Says S&P 500 Correction Nears End Stage (bloomberg)
The market’s Iran war wobble has left world-beating U.S. stocks ‘extremely cheap,’ says Bill Ackman (marketwatch)
Trump says U.S. will destroy Iran’s oil wells, Kharg Island without deal to ‘immediately’ reopen Hormuz Strait (cnbc)
The Iran War Could Drag On. Where Investors Are Finding Winners Now. (barrons)
GXO Expands Partnership with NHS England (gxo)
BYD Signals It’s Confident Exports Will Beat 2026 Target By 15% (bloomberg)
What Is Propelling the Fastest-Growing Metros? Plenty of Homes for Sale. (barrons)

Our Applied Stock Market Indicator of the Day (in 60 Seconds or Less) is:

S&P 500 stocks above 200 Day Moving Average

Skater Sneakers Are Back—And They’re Cooler Than You Remember ’Em (vogue)
Alibaba Bets Big on Agentic AI: A Multi-Trillion Dollar Market Opportunity (alizila)
Alibaba to deploy AI ‘digital workforce’ for millions of merchants on Taobao, Tmall (scmp)
China’s new masterplan for its tech economy in 2030 and beyond (economist)
Nvidia Scales Inference And Intel Stock Stands To Win Big (forbes)
Disney Has a New Theme Park. It Floats. (nytimes)
Five Lessons All Investors Need To Know In Today’s Volatile Times (carsongroup)
Three Reasons the Stock Market Can Endure the War (wsj)
This Is The 3rd Largest Hedge Fund Selling In Over 10 Years (zerohedge)
M2 update: Ok for now, but the Fed should ease (scottgrannis)
Cox Automotive Forecast: New-Vehicle Sales Pace to Hold Steady in March, Despite the Uncertainty of War in the Middle East (coxauto)
There Are 630,000 More Home Sellers Than Buyers—the Biggest Gap on Record (redfin)