Thanks to Farah Elbahrawy for including me in her article on Bloomberg. You can find it here:
Tom Hayes – Quoted in Reuters article – 6/7/2023
Thanks to Samritha Arunasalam and Svea Herbst-Bayliss for including me in their article on Reuters. You can find it here:
Click Here to View The Full Reuters Article
“The One That Got Away” Stock Market (and Sentiment Results)…
It was very lonely being a bull last fall when the S&P 500 was in the 3600s to 3700s. A few smart hosts kept an open mind (at those subdued levels) when we were pounding the table to buy equities (see circled dates below).
Continue reading ““The One That Got Away” Stock Market (and Sentiment Results)…”
Hedge Fund Tips (PCN) – Position Completion Notification
Retail Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Retail Sector ETF (XRT) top 30 weighted stocks. Continue reading “Retail Earnings Estimates/Revisions”
Transports Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Transportation Sector ETF (IYT) holdings. Continue reading “Transports Earnings Estimates/Revisions”
Where is money flowing today?
Hedge Fund Tips (PCN) – Position Completion Notification
Be in the know. 22 key reads for Wednesday…
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- China Stocks Too Cheap to Ignore for JPMorgan Asset, Invesco (bloomberg)
- Blinken to visit China this month in sign of easing tensions (ft)
- China Decoupling Unfeasible, Would Carry Huge Costs: Merck CEO (asiafinancial)
- Top-Performing Fund Favors China Stocks as Bearish Tide Grows (bloomberg)
- Lose your bias against Chinese stocks as the tide could turn with policy support in store, JPMorgan Private Bank says (scmp)
- Alibaba, Tencent and Sun Hung Kai among 21 firms approved by HKEX for yuan share trading counters starting on June 19 (yahoo)
- China’s stimulus could focus on its ‘dire’ property sector. Here’s what economists expect (cnbc)
- Jamie Dimon Says US Is Pursuing the Right Strategy on China (bloomberg)
- Blinken looks to travel to China for talks in coming weeks -US official (reuters)
- Blinken Plans To Visit China In Coming Weeks, Follows “Candid” Dialogue (zerohedge)
- China Rate-Cut Expectations Grow as Signs of Weak Recovery Mount (bloomberg)
- Citigroup CEO Visits China as Wall Street Seeks Closer Ties (bloomberg)
- China’s exports plunge by 7.5% in May (cnbc)
- Citadel’s Ken Griffin says the A.I. community is making a mistake by creating so much hype (cnbc)
- CEOs Scored Big by Buying Up These Three Stocks (barrons)
- Starbucks’ China rival Luckin Coffee opens 10,000th shop (scmp)
- Tech, casinos lead Hong Kong stock rally as export slump spurs stimulus bets (scmp)
- Shenzhen’s central business district courts chip makers with big subsidies (scmp)
- JPM Asset Mgmt Adding CN Stocks on Cheap Valuation (aastocks)
- Deutsche Bank rejects fears Treasury cash build will hurt stocks (yahoo)
- A First Try of Apple’s $3,500 Vision Pro Headset (nytimes)
- Google Cloud partners with Mayo Clinic as it tries to expand use of generative A.I. in health care (cnbc)