- China Cuts Stock Funds’ Management Fees to Bolster Market (bloomberg)
- Yellen Had Candid Five-Hour Meeting With China’s He, US Says (bloomberg)
- Stocks rallied when they were forecast to tumble, expected bond gains fizzled, and the recession never came. Now what? (bloomberg)
- Can the US-China Rivalry Benefit Both Superpowers? (bloomberg)
- Is a Recession Coming? Better Check Men’s Underwear Sales. (barrons)
- M2 Contracted for a Sixth Straight Month. It’s a Promising Sign for Inflation. (barrons)
- A Deal-Making Rebound Is Already in the Works (barrons)
- ‘Rolling recession’ turns to ‘rolling expansion,’ says top Wall Street economist (marketwatch)
- 4 Key U.S.-China Tensions Amid Janet Yellen’s Trip (barrons)
- Dollar falls to two-week low as U.S. job market cools off in June (marketwatch)
Be in the know. 20 key reads for Saturday…
- Stock Market Short Sellers That Helped Fuel This Year’s Rally Are Finally Giving Up (bloomberg)
- China Ends Tech Crackdown With Fines on Tencent, Ant Group (bloomberg)
- Ant to Repurchase Shares at $78.5 Billion Valuation (bloomberg)
- Prominent China Influencer Says Buy Mainland Stocks, Not Homes (bloomberg)
- Q2 Earnings Might Not Lift the Indexes. They Could Mean Big Gains for Certain Stocks. (barrons)
- Fed’s Goolsbee says job data show labor market is cooling to sustainable pace (marketwatch)
- AI Is Driving an Uptick in Cloud Computing Demand. Good News for Amazon. (barrons)
- A Deal-Making Rebound Is Already in the Works (barrons)
- Yellen Goes to Battle for U.S. Chip Makers on China Visit (barrons)
- S. Jobs Growth Slowed in June. It’s a Relief for the Fed. (barrons)
- General Motors Stock Rises for 9th Straight Day. What’s Behind the Streak. (barrons)
- Has BLS Overestimated Job Growth in Recent Quarters? We’ll Know Soon. (barrons)
- Americans Have the Travel Bug, and They’re Going Abroad. What Stocks to Play. (barrons)
- Job Market Is Giving the Fed What It Wants — Just Slowly (bloomberg)
- CEO Who Grew Up in Poverty Builds Rare $1.4 Billion Fish Startup (bloomberg)
- Yellen Seeks “Fair Set Of Rules” In Meeting With Chinese Premier Amid Strained Ties (forbes)
- Yellen Says US Doesn’t Want ‘Winner Take All’ Fight With China (bloomberg)
- He Drives the Clark Kent of Porsche Supercars (wsj)
- How to Drive a Supercar: Everything You Need to Know Before Getting Behind the Wheel (robbreport)
- Here are 30 book recommendations from Elon Musk, Jeff Bezos, and Bill Gates to add to your summer reading list if you want to get smarter about business and leadership (businessinsider)
Tom Hayes – Quoted in Barron’s article – 7/7/2023
Thanks to Jacob Sonenshine for including me in his article in Barron’s today. You can find it here:
Click Here to View The Full Article at Barron’s
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 194
Article referenced in VideoCast above:
“The Secret To Happiness” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 184
Article referenced in Podcast above:
“The Secret To Happiness” Stock Market (and Sentiment Results)…
Where is money flowing today?
Be in the know. 16 key reads for Friday…
- Generac CEO Aaron Jagdfeld discusses whether the U.S. power grid can handle record-setting heat levels on ‘The Claman Countdown.’ (foxbusiness)
- Alibaba Surges on Report China to Unshackle Ant With Fine (bloomberg)
- Yellen Says US Doesn’t Want ‘Winner Take All’ Fight With China (bloomberg)
- What Amazon CEO Andy Jassy has to say about China Cloud providers (cnbc)
- The economy is strong enough to slip into an expansion which is good for stocks: Fundstrat’s Tom Lee (cnbc)
- Charles Payne: You need energy to have a dominant economy (foxbusiness)
- FDA Gives Full Approval to Alzheimer’s Drug (barrons)
- Pfizer Bets on Caribou’s Gene-Edited Cancer Treatment (barrons)
- Fed’s ‘quantitative tightening’ was supposed to sink stocks and the economy. It may be boosting them instead, analyst says. (marketwatch)
- He called the 2023 stock-market rally. Here’s what Wall Street’s biggest bull sees for the second half. (marketwatch)
- Left behind by 2023 stock-market rally? Use this kind of ETF to play catchup, says BofA (marketwatch)
- BofA Stocks Indicator Sees S&P 500 Surging 16% in Next 12 Months (bloomberg)
- Amazon CEO explains how the company will compete against Microsoft, Google in A.I. race (cnbc)
- Ford (F) releases 2Q sales report, remains a top-selling brand thanks to ICE pickup trucks (streetinsider)
- Tech-Led Stock Rally Is Missing Some Exuberance (bloomberg)
- Americans Have Quit Quitting Their Jobs (wsj)