Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 25 key reads for Monday…
- Alibaba logistics unit Cainiao offers domestic express services, directly competing with rivals (technode)
- China Says New Ambassador to US Met Biden at White House (bloomberg)
- Yellen Heads to China This Week, Furthering US Move to Mend Ties (bloomberg)
- M2 update; no reason to worry (scottgrannis)
- Tesla Deliveries Rise 83% to Record in Latest Quarter (wsj)
- Peter Borish on Lessons From the 1987 Market Crash (bloomberg)
- 5 collector cars to put into your garage this week (classicdriver)
- Semiconductors ETF (SMH) Nearing “Super” Breakout/Resistance Level! (kimblechartingsolutions)
- About those pandemic savings… (ft)
- These Billionaires Sold The Most Stock So Far In 2023 (forbes)
- New Ottawa Senators Owner Could Get $120 Million From Selling Montreal Canadiens Stake (forbes)
- Top U.S. banks raise dividends after sailing through Fed stress tests (reuters)
- Weekly Leading Economic Index (advisorperspectives)
- We Designed Our Own $78 Million Gulfstream G700 Jet. Here’s What It Looks Like. (robbreport)
- The 39 Most Beautiful Beaches in the World (architecturaldigest)
- The 9 Coolest Pools in the World (architecturaldigest)
- Why You Should Head West for Your Next Great Adventure (mensjournal)
- Public transit ridership across the US is around 70 percent of what it used to be four years ago. (digg)
- Drop Some Jaws When You Send The Chosen Card Flying With The Hot Shot Cut (digg)
- Alibaba’s logistics arm Cainiao launches delivery service in Spain (technode)
- You don’t have to freak out about aspartame in your diet soda (theverge)
- Every new AirDrop feature in iOS 17 explained (techradar)
- What’s the Dill? The History of the Pickle (howstuffworks)
- ‘It’s been a long road’: Rickie Fowler’s comeback win is special for reasons only he can fully understand (golfdigest)
- The 10 most underrated logos in golf (golfdigest)
Be in the know. 15 key reads for Sunday…
- Market Rally Will Shift to Small Caps, REITs, Biotech (thestreet)
- Mega-cap stocks have led U.S. market rally so far this year. Here’s why that could change in the third quarter. (marketwatch)
- July has been a top month for stocks. Here’s what it will take for the market to rally again this summer. (marketwatch)
- Supreme Court Strikes Down Biden’s Student-Loan Forgiveness Plan (wsj)
- How to Succeed in Business Like Taylor Swift (wsj)
- David Zaslav’s Hollywood Script: Fail Fast, Learn, Move On (wsj)
- Steve Jobs’ laser-sharp focus made Apple a world-beater. Warren Buffett takes the same approach to investing. (businessinsider)
- Simon Coronel, World Champion of Magic — Quitting the Day Job, The Delights of the Magic Castle, Finding Glitches in Reality, Learning How to Use Your Own Brain, and Worshiping at the Altar of Wonder (#679) (tim ferriss)
- 18 Quality Undervalued Cyclical Stocks (morningstar)
- A new road for Russia? (ft)
- Billionaire investor Mario Gabelli’s secret to finding unloved stocks (foxbusiness)
- 10 Book Recommendations By Michael Burry (acquirersmultiple)
- Now is a great time to be a ‘traditional value investor’, says Oakmark’s Bill Nygren (cnbc)
- Bill Hench: End of ‘free money’ era could revive shrinking small-cap universe (firsteagle)
- Why Value Investing Works (morningstar)
Be in the know. 10 key reads for Saturday…
- Stock Market Rally That Shocked Everyone Is Broadening Beyond Tech (bloomberg)
- China Names New PBOC Party Chief, Sets Stage for Governor Change (bloomberg)
- The Market Hates Real Estate Stocks. It’s Time to Buy. (barrons)
- How Big Tech is Defying a Traditional Market Theory (barrons)
- The Numbers Are In: Office Beats Home on Hours Worked (barrons)
- Oracle’s Larry Ellison Sells More Stock (barrons)
- The Real Estate Stock Selloff Is a ‘Gift’ for Investors, Says This Pro (barrons)
- Where To Stay, Play & Dine In The Hamptons (maxim)
- The Koenigsegg Regera Retakes 249-MPH Production Car Speed Record (maxim)
- These are the best-performing stocks in the 2023 bull market — and the worst (marketwatch)
Where is money flowing today?
Tom Hayes – Quoted in TheStreet article – 6/30/2023
Thanks to Ellen Chang for including me in her article on TheStreet.com. You can find it here:
Click Here to View The Full Article on TheStreet.com
Be in the know. 10 key reads for Friday…
- Fed’s Preferred Gauge Shows Lowest Annual Inflation Since April 2021 (barrons)
- Just Do It: Nike Shares Are a Buy (wsj)
- Bargains Abound in Commercial Real Estate. (barrons)
- Carnival Gets an Upgrade. The Cruise Stock Is Rising. (barrons)
- Caeleb Dressel’s Rocky Return to Competitive Swimming (wsj)
- Janet Yellen Sees Path to Cool Inflation With Healthy Job Market (bloomberg)
- China Central Bank Vows to Support the Currency as Slide Deepens (bloomberg)
- Brazil Unemployment Falls Again in Sign of Economic Strength (bloomberg)
- Alibaba expands number of physical grocery stores ahead of the unit’s IPO (cnbc)
- Paul Krugman cheers on the US economy as inflation fades and the jobs market endures (businessinsider)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 193
Article referenced in VideoCast above:
“Burdened By The Facts” Stock Market (and Sentiment Results)…