- 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)
“Re-Stock Cycle” Stock Market (and Sentiment Results)…
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)…”
Where is money flowing today?
August 2024 Bank of America Global Fund Manager Survey Results (Summary)
The August survey covered institutional fund managers with $508 billion under management. Continue reading “August 2024 Bank of America Global Fund Manager Survey Results (Summary)”
Be in the know. 15 key reads for Wednesday…
- The July CPI Clears a Low Hurdle for a September Rate Cut (wsj)
- Home Depot’s stock bounces as home improvement demand may have just bottomed (marketwatch)
- Why the bull market in stocks can continue despite a brutal start to August (marketwatch)
- Wells Fargo strategist says investors may face 1995 rerun once Fed cuts rates (marketwatch)
- Seth Klarman’s Baupost Group cuts stake in Alphabet and snaps up Humana (marketwatch)
- Mortgage rates fall for a second week in a row — and refinances soar 117% (marketwatch)
- Intel has sold its stake in Arm after a big rally for the chip-design stock (marketwatch)
- BofA Survey Shows Optimism on Big Tech, Soft Landing Is Unbroken (bloomberg)
- Starbucks Stock Soared After Naming a New CEO. What History Says Happens Next. (barrons)
- Tencent profit jumps 82% on back of strong video gaming, ad growth (scmp)
- Tencent Music Entertainment & HUYA Beat, MSCI Index Review (chinalastnight)
- Southwest Activist Piles on Pressure. Why Elliott Smells Blood After Starbucks Win. (barrons)
- China expects air travel to hit a record in 2024 (cnbc)
- China Delivers Another Harsh Verbal Warning to Bond Buyers (bloomberg)
- The ‘crazy’ fix for Google’s monopoly that investors are whispering about (businessinsider)
Hedge Fund Tips (PCN) – Position Completion Notification
Where is money flowing today?
Quote of the Day…
Tom Hayes – NYSE TV Appearance – 8/13/2024
Be in the know. 17 key reads for Tuesday…
- Alibaba Cloud: Paris 2024 Olympics’ Cloud Broadcast Surpasses Satellite Broadcasts (aastocks)
- Alibaba’s Lazada posts first monthly profit as Southeast Asia rivalry heats up (scmp)
- There’s a hidden risk lurking for AI stocks in 2025 (businessinsider)
- Ratings & TPs on BABA-SW (Table) (aastocks)
- How China stocks could break out of the value trap (marketwatch)
- Starbucks Ousts CEO, Taps Chipotle’s Niccol as Boss (bloomberg)
- Producer Inflation Comes in Weak. How Fed Might Respond. (barrons)
- Throughout History, Measuring Inflation Has Always Been Controversial (barrons)
- Treasury yields turn lower after mild rise in U.S. July producer prices (marketwatch)
- Real-estate stocks are bouncing back. Is the commercial property rout over? (marketwatch)
- 5 Big Takeaways From This Earnings Season (wsj)
- China Goes to New Extreme in Crackdown on Bond-Market Frenzy (bloomberg)
- US Small-Business Optimism Climbs to Highest Since February 2022 (bloomberg)
- NYC’s Aging Midtown Buildings Lure Property Mogul Larry Silverstein (bloomberg)
- The big ‘carry trade’ unwind is far from over, strategists warn (cnbc)
- Baxter to sell its kidney-care business in a $3.8 billion deal to Carlyle Group (marketwatch)
- How the stock market can predict the outcome of the presidential election (businessinsider)