Hedge Fund Tips

Be in the know. 12 key reads for Friday…

Nike Stock Is at Its Cheapest in a Decade. It Will Make a Comeback. (barrons)
Buy the dip on Nvidia and other chip stocks? Not quite yet, says this analyst. (marketwatch)
Disney+, Hulu, Max launch their new streaming bundle — at a 38% discount (marketwatch)
20 value stocks scoring highest for long term returns on invested capital (marketwatch)
Royal Caribbean Raises Its Outlook. Cruise Demand Is Strong. (barrons)
Auto Stocks Were Crushed. Everything Is Fine. Really. (barrons)
3M Earnings Are Coming. Investors Want Growth. (barrons)
Economic Growth Quickens, Rising at 2.8% Rate in Second Quarter (wsj)
Real Estate Crisis? Small Banks Say Their Loans Are Fine. (nytimes)
Cracker Barrel CEO gives progress update on the chain’s turnaround plan (cnbc)
GM reveals new Chevy Corvette with 1,000-plus horsepower and record top speed (cnbc)
Alibaba, Tencent quickly adopt Meta’s Llama 3.1 AI model amid excitement (scmp)

Data Source: Finviz

Yen Surges as Traders Bet the Big Turning Point Is Finally Near (bloomberg)
Japanese Population Falls at Fastest Pace in Demographic Crisis (bloomberg)
Japan Business Service Prices Jump, Backing Case for Rate Hike (bloomberg)
China Unexpectedly Cuts One-Year Policy Rate by Most Since 2020 (bloomberg)
‘Magnificent Seven’ stocks see worst drop since launch of ChatGPT — with $1.7 trillion in value erased in 2 weeks (marketwatch)

In last week’s important note and podcast|videocast we covered everything that was finally going UP – in-line with the imminent “Sea Change” we began talking about publicly since late June. Continue reading ““Rotation Nation” Stock Market (and Sentiment Results)…”

Thanks to Chibuike Oguh for including me in his article on Reuters. You can find it here:

Data Source: Finviz

Google Parent’s Ad Sale Growth Slows as AI Investments Soar (wsj)
Bank of America clients bailed out of stocks last week at the fastest pace in years (marketwatch)
Boeing Resumes 737 Max Deliveries to China After Two-Month Pause (bloomberg)
Summer Slowdown As Investors Wait For Policy (chinalastnight)
Texas Instruments Gives Outlook Easing Fears of a Downturn (bloomberg)

Yahoo! Finance Appearance – Thomas Hayes – Chairman of Great Hill Capital – July 22, 2024

Data Source: Finviz

Solventum Stock Jumps as Activist Trian Discloses Stake (barrons)
General Motors shares rally after earnings and revenue beat, raises full-year outlook (streetinsider)
These ‘cheap’ stocks could get a tailwind no matter who wins the White House (marketwatch)
Small-caps likely to rally further on AI concerns and chance of Trump win, Goldman says (marketwatch)
Boeing Gets Flurry of Orders at International Airshow (wsj)
Yen rises as traders look to BOJ, while dollar holds steady (streetinsider)
Investors want Fed cuts to be proactive rather than reactive, says JPMorgan’s Gabriela Santos (cnbc)
HSI Company: Benjamin Graham’s Investment Philosophy Still Works in Current HK Mkt (aastocks)
Top chip executive says China will soon see ‘explosive’ semiconductor growth (scmp)
The PBOC Cuts Rates In Advance of Politburo Meeting (chinalastnight)
Hong Kong stocks drift lower as investors eye more China policy support (scmp)
Coca-Cola Beats, Boosts Full-Year Outlook on Higher Prices (bloomberg)
China Rate Cut Steals Plenum’s Muffled Thunder (bloomberg)
Now is the time to get bearish on the dollar, strategist says (marketwatch)