CBS News – Thomas Hayes – Chairman of Great Hill Capital – September 18, 2024
Where is money flowing today?
Quote of the Day…
Be in the know. 12 key reads for Wednesday…
- The Fed Isn’t First to Cut Rates, but It Is the Signal Other Central Banks Want (wsj)
- Chinese chip stocks jump after claims of equipment breakthrough (finance.yahoo)
- Apple iPhone 16 Pro Max review: Long battery life and great cameras. Apple Intelligence isn’t ready (cnbc)
- Boeing Stock Is Steady as the Strike Continues. Help Has Arrived. (barrons)
- 3 ways the Fed interest-rate cut could jump-start buying and selling homes again (marketwatch)
- Fed interest-rate cut boosts home builders confidence (marketwatch)
- New-home construction posts biggest increase in 6 months (marketwatch)
- A Fed interest-rate cut could make small-cap stocks a good investment now (marketwatch)
- Chinese consumption edged up slightly during a major holiday this week from its pre-pandemic level (bloomberg)
- Chinese Stocks Edge Up as Mainland Markets Reopen After Break (bloomberg)
- Fed’s ‘Reverse Repo’ Balance Fell to Lowest Level in Over 3 Years. Why It Matters. (barrons)
- Dollar Stores Expand Aggressively Even as Sales Shrink (wsj)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 257
Hedge Fund Tips with Tom Hayes – Podcast – Episode 257
“Decision Day” Stock Market (and Sentiment Results)…
On Tuesday, I joined Stuart Varney on Fox Business to discuss Market Outlook, Fed, Bank of Japan and one holding. Thanks to Stuart, Christian Dagger and Preston Mizell for having me on. You can find it here: Continue reading ““Decision Day” Stock Market (and Sentiment Results)…”
September 2024 Bank of America Global Fund Manager Survey Results (Summary)
The August survey covered 206 institutional fund managers with $593 billion under management. Continue reading “September 2024 Bank of America Global Fund Manager Survey Results (Summary)”