Hedge Fund Tips with Tom Hayes – Podcast – Episode 225
Be in the know. 20 key reads for Saturday…
- Here’s how well investors would’ve fared if they actually heeded the warnings of Soros, Gundlach and others (marketwatch)
- China’s tools for propping up its stock market (cnbc)
- Walgreens, CVS, and Other Pharmacy Chains Are in a World of Hurt. What’s to Blame. (barrons)
- Intel CEO Pat Gelsinger Bought More Stock, Adds to Mobileye Stake (barrons)
- Cleveland-Cliffs Director Bought Up Shares (barrons)
- Expedia’s Falling Stock Is ‘a Nice Contrarian Buy’ After Earnings (barrons)
- S&P 500 Pushes Above 5000 Mark on Economic Strength (wsj)
- We’re Not Eating Enough Bacon, and That’s a Problem for the Economy (wsj)
- These Weird-Looking Skis Are Easy to Use—and Fit in a Backpack (wsj)
- Which is better for stocks — a Super Bowl win for the 49ers or the Chiefs? (marketwatch)
- Lunar New Year 2024: What history says about the stock market and gold in the Year of the Dragon (marketwatch)
- Bank industry earnings weighed down by one-off charges to replenish federal deposit insurance after regional banking crisis (ft)
- The Fed put is back — and in a stronger, more flexible form (ft)
- The commercial real estate crisis will prompt the Fed’s first rate cut in May, top economist says (businessinsider)
- Tech stocks’ huge gains shouldn’t make investors fear dot-com 2.0 (businessinsider)
- Why Crypto Stablecoins Still Worry the Fed (bloomberg)
- Pepsi has accelerated earnings growth: Al Root (foxbusiness)
- Michelin Guide history: How did a tire company become an elite restaurant rating guide? (cnn)
- Wait, Did Elon Musk Just Hint He’s Going to Buy Disney? (futurism)
- 10 of the Best Small-Cap Stocks to Buy Before They Rebound (morningstar)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Be in the know. 10 key reads for Friday…
- Disney has a plan for winning over younger generations: video games (foxbusiness)
- The PBOC has said it will ensure credit grows rapidly and at a sustainable pace throughout 2024 in an effort to spur corporate borrowing and money supply expansion. (bloomberg)
- Big Tech is taking the spoils of the ad resurgence (yahoo)
- Dividend Stocks Make Sense Now. Here Are More Than 20 to Consider. (barrons)
- 1 Artificial Intelligence (AI) Growth Stock With More Upside Than Nvidia to Buy Now, According to Wall Street (fool)
- Is Golf’s Next Paradise in the Middle of a Florida Swamp? (bloomberg)
- Passive investors have ‘fundamentally broken’ the market, David Einhorn says (businessinsider)
- BANK OF AMERICA: Buy these 34 stocks that are among the cheapest you can scoop up right now with pockets of the market loaded with upside opportunity (businessinsider)
- U.S. CPI revisions ‘a nothing burger,’ economists agree (marketwatch)
- Can Dividend Investing Rise From the Dead? (wsj)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Tom Hayes – Quoted in Reuters article – 2/7/2024
Thanks to Zaheer Kachwala for including me in his article on Reuters. You can find it here: