Hedge Fund Tips (PCN) – Position Completion Notification
Hedge Fund Tips (PCN) – Position Completion Notification
Where is money flowing today?
Indicator of the Day (video): Pring Emerging Market Diffusion Indicator
Quote of the Day…
Be in the know. 20 key reads for Wednesday…
- US Factory Production Rises by Most in a Year on Auto Output (bloomberg)
- Investors Are Ditching U.S. Stocks. When That Could Be a Buy Signal. (barrons)
- China markets are set to outperform Wall Street as U.S. exceptionalism comes to a pause (cnbc)
- China Banks Cut Consumer Loan Rates to Record Low to Spur Demand (bloomberg)
- Confidence in German economy surges as parliament approves huge spending plan (marketwatch)
- Tencent AI Plans Seen as Key for Further China Tech Stock Gains (bloomberg)
- Retail investors ditch buy-the-dip mentality during the market correction (cnbc)
- Big Tech’s data center boom poses new risk to US grid operators (reuters)
- The ‘Energy Transition’ May Be Disappearing, but Renewable Energy Isn’t (barrons)
- Why China is suddenly flooding the market with powerful AI models (ft)
- China Electric Vehicles Roar (Silently) (chinalastnight)
- Dollar Is In The Crosshairs As Europe Jumps US Ship (zerohedge)
- Japan Airlines to buy 17 more Boeing 737-8s (reuters)
- Ram Owner Wants to Bring Cheaper Pickup Back to US (bloomberg)
- Dell CEO explains why he thinks the PC refresh cycle is starting (cnbc)
- The North Face Just Took an Era-Defining ’90s Jacket Off Ice (gq)
- Nike Returns to Sports While Investors Impatiently Await Reset (bloomberg)
- 10 Best Value Stocks to Buy for the Long Term (morningstar)
- March Dot Plot to Highlight Fed Officials’ Outlook (wsj)
- Nvidia Was Once a Hot Stock, Why It’s Now Leaving the Market Cold. (barrons)
March 2025 Bank of America Global Fund Manager Survey Results (Summary)
The March survey covered 205 institutional fund managers with $477 billion under management. Continue reading “March 2025 Bank of America Global Fund Manager Survey Results (Summary)”
Consumer Discretionary (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Consumer Discretionary Sector ETF (XLY) top 30 weighted stocks.
Continue reading “Consumer Discretionary (top 30 weights) Earnings Estimates/Revisions”