CNBC Indonesia “Closing Bell” Appearance – Thomas Hayes – Chairman of Great Hill Capital – September 15, 2023
Tom Hayes – CGTN America Appearance – 9/14/2023
Tom Hayes – Quoted in Reuters article – 9/14/2023
Thanks to Noel Randewich and Ankika Biswas for including me in their article on Reuters today. You can find it here:
Click Here to View The Full Reuters Article
Tom Hayes – Quoted in Reuters article – 9/14/2023
Thanks to Nandan Mandayam and Siddharth Cavale for including me in their article on Reuters today. You can find it here:
Click Here to View The Full Reuters Article
Where is money flowing today?
Utilities Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Utilities Sector ETF (XLU) top weighted stocks.
Hedge Fund Trade Tip (PCN) – Position Completion Notification
REIT Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Real Estate (REIT) Sector ETF (IYR) top 30 weighted stocks. Continue reading “REIT Earnings Estimates/Revisions”
Be in the know. 20 key reads for Thursday..
- ECB Hikes Rates as Fed Expected to Pause (barrons)
- The bull case for bonds (ft)
- UAW President Readies His Union for Big Three Strikes (barrons)
- Retail Sales Rise Again, Bucking Downbeat Expectations (barrons)
- Arm Sets IPO Price at $51 a Share. Trading Is Just Hours Away. (barrons)
- ‘This Is Not a Covid Vaccine Company,’ Moderna CEO Says (barrons)
- Lennar’s Earnings Are a Read on Housing. Demand for New Homes Is Strong. (barrons)
- Carnival and Norwegian Stocks Are Now a Buy, Analyst Says. The Pandemic Ache Is Over. (barrons)
- When will inflation cool to the Fed’s 2% target? By late next year, says JP Morgan strategist. (marketwatch)
- Tax Cuts Are Here to Stay—and So Are Exploding Budget Deficits (wsj)
- How Peter Thiel, ‘PayPal Mafia’ ousted Elon Musk from CEO job — and saved SpaceX (nypost)
- China Denies Banning iPhones, but Cites Unspecified Security Concerns (nytimes)
- Citi, Falling Behind Peers, Unveils ‘Uncomfortable’ Changes and Layoffs (nytimes)
- US Producer Prices Rise Most in More Than a Year on Energy Costs (bloomberg)
- Goldman Sachs says buy these 50 stocks that have the greatest cash returns, one yielding 29% from dividends and buybacks (businessinsider)
- Cable TV Is on Life Support, but a New Bundle Is Coming Alive (nytimes)
- Amazon (AMZN) shares could surge to $230 says Morgan Stanley. Here’s how (streetinsider)
- China asks big banks to stagger and adjust dollar purchases, sources say (reuters)
- US companies opt for short-term debt in bet that yields have peaked (ft)
- BABA Reportedly In Talks to Buy SK Square’s 11STREET (aastocks)
“Inflate it Away” Stock Market (and Sentiment Results)…
Yesterday the inflation numbers came out. The good news is it did not change expectations for a pause in Fed hikes next week. November expectations – while recently as high as ~50% – are now showing a more moderate 36% probability: Continue reading ““Inflate it Away” Stock Market (and Sentiment Results)…”