Data Source: Finviz
Hedge Fund Tips (PCN) – Position Completion Notification
Energy Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Energy Sector ETF (XLE). Continue reading “Energy Earnings Estimates/Revisions”
Defense & Aerospace Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Defense & Aerospace ETF (ITA). Continue reading “Defense & Aerospace Earnings Estimates/Revisions”
Tom Hayes – Quoted in Seeking Alpha article – 6/14/2023
Thanks to Anuron Mitra for including me in his article on Seeking Alpha. You can find it here:
Click Here to View The Full Article on Seeking Alpha
Tom Hayes – Quoted in Barron’s article – 6/15/2023
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
Be in the know. 17 key reads for Thursday…
- Summer Blackout Season Is Here. Buy Generac Stock. (barrons)
- Cooper Standard : June Investor Presentation (CPS)
- Alibaba, Baidu, JD.com Rise After China’s Central Bank Cuts Another Interest Rate (barrons)
- Asos Turnaround Shows Progress With Return to Profit (bloomberg)
- China Stimulus Trade Gains Momentum as Stocks, Yuan Advance (bloomberg)
- China’s yuan has fallen to the lowest rate since 2014 by one measure, and Beijing is OK with that for now, FX strategist says (businessinsider)
- Citadel’s Ken Griffin optimistic on growth in China (ft)
- China cuts a key policy rate for first time in 10 months (cnbc)
- It’s Time for Revenge Surgeries (wsj)
- Copper Is the Future. Freeport-McMoRan Is the Stock to Buy. (barrons)
- Fed Holds Rates Steady but Expects More Increases (wsj)
- What to Watch as Blinken Heads to China to Reset Ties (bloomberg)
- Talking to China Is a Necessity, Not a Choice (bloomberg)
- PBOC cuts one-year policy rate after lowering short-term rates (bloomberg)
- Microsoft’s co-founder Bill Gates will reportedly meet China’s Xi this week (cnbc)
- The Secretive Golf Club Finally Opening Its Doors for the U.S. Open (wsj)
- The Big Read. The seven companies driving the US stock market rally (ft)
“When Doves Cry” Stock Market (and Sentiment Results)…
Those expecting a “dovish” skip at the Fed meeting may have been surprised by an increase in the expected terminal rate presented in the dot plot yesterday: Continue reading ““When Doves Cry” Stock Market (and Sentiment Results)…”
