Thanks to Yuvraj Malik and Aditya Soni for including me in their article on Reuters today. You can find it here:
Oil & Gas Equipment & Services Earnings Estimates and Revisions
In the spreadsheet above I have tracked the earnings estimates for the Oil & Gas Equipment & Services ETF (XES) top 30 weighted stocks. Continue reading “Oil & Gas Equipment & Services Earnings Estimates and Revisions”
ARKK Innovation Fund Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Ark Innovation Fund (ARKK) top weighted stocks.
Where is money flowing today?
Be in the know. 25 key reads for Thursday…
- Fed Holds Rates Steady but Pencils In One More Hike This Year (wsj)
- Fed’s Dot Plot Told One Story, Powell Another (barrons)
- Iran’s Oil Exports Have Soared During Quiet Diplomacy With U.S. (wsj)
- Iger says Disney will ‘quiet the noise’ in culture wars during intense DeSantis feud (nypost)
- China Is in Trouble, but it Isn’t a Catastrophe. Investors Shouldn’t Run Scared. (barrons)
- This Busted Bank Merger Is Fixing Itself. Its Stock Is Worth Buying. (barrons)
- Oil Is Forcing Inflation Higher, But Relief Could Be Coming (barrons)
- 2 NYC hotels make list of world’s 50 best: ‘We are redefining luxury’ (nypost)
- China Tests New Property Model in Xi’s Flagship City Amid Crisis (bloomberg)
- For Starbucks, Target, and TJX, Now Is the Season. The Stocks Rarely Drop With the Leaves. (barrons)
- FedEx Earnings and Guidance Lift the Stock (barrons)
- The economy is about to slow down. That’s the time for retail stocks, says Goldman Sachs. (marketwatch)
- Sphere Las Vegas Opens Soon. Take a Peek Inside Before the U2 Concert. (barrons)
- Fed’s Message Is Louder Than Its Rate Call. Why That’s Critical for Investors. (barrons)
- GM, Ford Stocks Fall as Strike Threatens to Drag On (barrons)
- Utilities Won’t Stay Cheap. Their Dividends Are Shining. (barrons)
- Stocks Should Shrug Off a Government Shutdown. But There Are Wild Cards. (barrons)
- Cisco to Buy Splunk in Deal Valued at $28 Billion (barrons)
- Fed’s revised dot plot for interest rates makes wall of maturing debt a bigger worry (marketwatch)
- Latest UAW Threat: Strikes at More Ford, GM Plants If No ‘Serious Progress’ by Friday. (barrons)
- This former Fed insider has 3 big takeaways from Powell’s press conference (marketwatch)
- Fed predicts ‘soft landing’ for the economy — low inflation and no recession (marketwatch)
- American Labor’s Real Problem: It Isn’t Productive Enough (wsj)
- Corporate America Brings Its New Skinny Look to Stock Market (bloomberg)
- Hedge Funds Add China Stock Shorts Even As Growth Bottoms (zerohedge)
“What a Girl Wants” Stock Market (and Sentiment Results)…
Okay, okay I know I’m going to get some pushback for choosing Christina Aguilera’s hit song for the article of the week, but hear me out… Continue reading ““What a Girl Wants” Stock Market (and Sentiment Results)…”
Where is money flowing today?
Hedge Fund Tips (PCN) – Position Completion Notification
Be int he know. 17 key reads for Wednesday…
- Square and PayPal Are Getting New CEOs. What It Means for Their Stocks. (barrons)
- Fed Debates When to Stop Raising Rates. What to Watch at Wednesday’s Meeting (wsj)
- Boeing Sees Jet Demand Soaring, Led by China. Here’s Why. (barrons)
- Biden thinks he’ll get ‘some kind of deal’ with China: Victoria Coates (foxbusiness)
- China keeps benchmark rates unchanged as economy finds footing (reuters)
- BofA’s Savita Subramanian Latest on Wall Street to Lift S&P 500 Target (bloomberg)
- Ford Reaches Tentative Deal With Canadian Auto Workers (barrons)
- Ford, GM Stocks Rebound To Pre-Strike Levels. Why Tesla Is the ‘Clear Winner.’ (barrons)
- iPhone 15 and 15 Pro Review: Is Apple’s Most Expensive Phone Worth It? (wsj)
- IBM Stock Gets a New Bull. Why Its Software Business Is ‘Misunderstood.’ (barrons)
- Amazon to Bulk Up on Seasonal Workers This Year (barrons)
- MSG Entertainment Stock Looks Set to Rise (barrons)
- China Eases Visa Application Process to Attract Foreign Visitors (bloomberg)
- Disney to Invest $60 Billion in Theme Parks, Cruises Over Next Decade (wsj)
- Chinese stocks are due for an 8% rebound as market nears bottom, UBS says (scmp)
- Huawei & Apple Sales Prove The Strength of The China Consumer (chinalastnight)
- Buy this pharma stock that could more than double if it clears a legal battle, Jefferies says (cnbc)
Tom Hayes – Quoted in Reuters article – 9/19/2023
Thanks to Bansari Kamdar for including me in her article on Reuters today. You can find it here: