- Fed Projects Just One Cut This Year Despite Mild Inflation Report (wsj)
- Wholesale prices unexpectedly fell 0.2% in May (cnbc)
- Jobless claims jump to highest level in 10 months (marketwatch)
- Why Investors Don’t Believe the Fed (nytimes)
- Bond Market Splits From Fed Again by Betting on 2024 Rate Cuts (bloomberg)
- The Fed isn’t really taking 2 rate cuts off the table (finance.yahoo)
- Fed Signals One Rate Cut This Year, But Keeps Door Open to Two (bloomberg)
- Fed’s $1 trillion pile of paper losses are turning into actual losses — with more in sight (marketwatch)
- Large-Cap Value Stocks Will Power the Market Rally From Here, This Strategist Says (barrons)
- Airline Stocks Are Soaring on Lower Fares. Here’s Why. (barrons)
- Small-Cap Stocks Are Finally Ready to Run With the Bulls (barrons)
- The Bank of Japan Faces an Impossible Challenge (barrons)
- U.S. Travelers Can Renew Their Passports Online Starting Today (wsj)
- Amazon to Invest Billions in Taiwan Cloud Infrastructure (wsj)
- Stung by Past Mistakes, a Wary Fed Takes Its Time (wsj)
- Why Big US Banks Are Resisting Bigger ‘Capital Cushions’ (bloomberg)
- Odd Lots: Elon Musk Dominates Space Like Nobody Has Before (bloomberg)
- ‘The White Lotus’ Gives Thailand a Tourism Boost Ahead of Third Season (bloomberg)
- Dividend stocks can help lower your risk. Many are bargains right now. (marketwatch)
- Wholesale prices decline and add to evidence of easing U.S. inflation (marketwatch)
Indicator of the Day (video): Nasdaq Issues Unchanged
Be in the know. 9 key reads for Wednesday…
- Fed’s rate-cut path in 2024 is a ‘very close call’ as market awaits Powell’s guidance (marketwatch)
- Chinese AI social media apps see demand rise in overseas markets amid slow mainland adoption (scmp)
- Stocks used to rise ahead of Fed meetings. Not anymore. (marketwatch)
- How the stock market performs when a CPI report and a Fed decision happen the same day (marketwatch)
- Opinion: Buffett partner Charlie Munger kept these rules about investing and life that you can use too (marketwatch)
- Natural gas surges over 7% to end at 5-month high on forecasts for extreme heat (marketwatch)
- Snowflake’s Ex-CEO Snaps Up Cheap Stock. He Had Been a Big Seller. (barrons)
- Fed Faces Dot-Plot Cliffhanger as May Inflation Report Looms (bloomberg)
- Nelson Peltz’s Trian amasses stake in pest control giant Rentokil (cnbc)
What I’m Thinking About Now – Stock Market (and Sentiment Results)…
Each week during earnings season we try to update readers on a few of the positions we have discussed in our weekly notes and podcast|videocast(s). Continue reading “What I’m Thinking About Now – Stock Market (and Sentiment Results)…”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Tom Hayes – Quoted in Reuters article – 6/11/2024
Thanks to Lisa Pauline Mattackal and Johann M Cherian for including me in their article on Reuters today. You can find it here:
Click Here to View The Full Reuters Article
Insider Buying in V.F. Corporation (VFC)
Where is money flowing today?
Be in the know. 22 key reads for Tuesday…
- VF Corp president buys $997k in company stock (investing)
- Wall St slips before inflation data, Fed decision; Apple rebounds (streetinsider)
- Chinese stocks poised for more gains after ‘healthy correction’: Goldman Sachs (scmp)
- China sees 110 mln domestic tourist trips during Dragon Boat Festival holiday (cn)
- CFR’s Richard Haass on EU election fallout: It’s a really bad time to be an incumbent (cnbc)
- China’s Call for ‘Open Mind’ Spurs Hope of New Housing Measures (bloomberg)
- Tom Lee on Small Caps (cnbc)
- GM Is Returning $6 Billion More Cash to Shareholders. The Stock Is Rising. (barrons)
- ‘Don’t sell a dull market short’ is the advice stock investors need right now (marketwatch)
- Why Google is one of the big winners from Apple’s WWDC (marketwatch)
- How Elliott Plans to Fix Southwest—and Boost the Stock (barrons)
- Behind the Scenes at Disney’s R&D Lab With Its Top Imagineer (wsj)
- The Fed Gears Up to Show Its Hand: One Cut, Two or None at All (wsj)
- How to Build an Airplane: Boeing’s Urgent Mission to Train Thousands of Rookies (wsj)
- One City’s Downtown Plan: Empty Office Space That Is Too Cheap to Pass Up (wsj)
- Any way you slice it Century-old NYC pizza icon Totonno’s looks for someone to take over with just one condition: No pineapple (nypost)
- Old woman and the sea Maine’s oldest lobster woman just turned 104 and has no plans to leave her boat: ‘Still the boss’ (nypost)
- Inside the reawakening of NYC’s Fifth Avenue with swanky housing, shopping and offices (nypost)
- Are These Really ‘the World’s 50 Best Restaurants’? (nytimes)
- Tiana’s Bayou Adventure is the next step in Disney’s $60 billion theme park investment (cnbc)
- Goldman Sachs: Stock splits are near-term positive for shares (streetinsider)
- Diageo sells majority stake in Guinness Nigeria to Singapore’s Tolaram (ft)