Hedge Fund Tips

Hedge Fund Trade Tip (PCN) – Position Completion Notification

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Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – August 15, 2024

Alibaba Continues Solid Core Businesses Growth, Ups Share Repurchasing in June Quarter (alizila)
Advance Auto Parts Inc (AAP) Faces Activist Pressure By Third Point (yahoo)
China’s Government Bond Issuance Set to Surge Amid Buying Frenzy (bloomberg)
Michael Burry Raises Alibaba Stake, Cuts Stock Portfolio in Half (bloomberg)
Buffett’s Berkshire Added Ulta Beauty, Heico in Second Quarter (bloomberg)
Cooling Inflation Sets Stage for Rate Cut Next Month (wsj)
Want a Deal on a Used Car? Buy An EV. (barrons)
Mag 7 Insiders Aren’t Buying Stock Dips (barrons)
Nike Is In, Tech Stocks Are Out. What These Big Investors Are Buying and Selling. (barrons)
Stanley Druckenmiller trims holdings of ‘Magnificent Seven’ names (marketwatch)
Alibaba Is About to Post Earnings. Why the Stock Can Shake Off China’s Economic Struggles. (barrons)
Fed’s Goolsbee Says He’s Growing More Concerned About Employment (bloomberg)

Last Thursday I joined Suart Varney on Fox Business to discuss Stock Market, Fed, Cuts, Liquidity Mismatch, Disney, Generac and more. Thanks to Christian Dagger, Preston Mizell and Stuart for having me on: Continue reading ““Re-Stock Cycle” Stock Market (and Sentiment Results)…”