Hedge Fund Tips with Tom Hayes – Podcast – Episode 231
Be in the know. 10 key reads for Saturday…
- Bill Gross Laments ‘Excessive Exuberance’ as Stocks Surge (bloomberg)
- The Best Places to Visit in Portugal—and When to Go (mensjournal)
- Didi Global’s Revenue Jumps Ahead of Its Planned Hong Kong IPO (bloomberg)
- Apple’s Cook Meets Chinese Commerce Minister, Unveils Investment (bloomberg)
- Fed’s Bostic Now Anticipates Just One Rate Cut This Year (bloomberg)
- Trillion-dollar rebound prompts debate: is the worst over for Chinese stocks? (scmp)
- Meituan Crushes Analyst Estimates, Alibaba’s Must-Read Regulatory Filing, Week in Review (chinalastnight)
- Best Six Months Ends in April (almanactrader)
- The great central bank policy reversal kicks off (reuters)
- We Test-Drove The Amazing McLaren 750S Through The Portuguese Riviera (maxim)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Be in the know. 5 key reads for Friday…
- Inside the turnaround plan to make Vans, Supreme, and The North Face cool again (fortune)
- Apple Loses $113 Billion in Value After Regulators Close In (bloomberg)
- China and US Start Working Group to Combat Flood of Fentanyl (bloomberg)
- Japan’s Era of Stagnant Salaries, Steady Prices and Mortgages That Never Go Up Is Over (bloomberg)
- Magnificent Seven? It’s More Like the Blazing Two and Tepid Five (bloomberg)
Where is money flowing today?
Be in the know. 30 key reads for Thursday…
- Cowboys owner Jerry Jones puts another $100 million into Frisco’s Comstock Resources (dallasnews)
- China’s Central Bank Sees Room for More RRR Cuts (bloomberg)
- Fed Officials Still See Three Interest-Rate Cuts This Year, Buoying Stocks (wsj)
- Productivity is way up
- The Billionaire Taking on Disney Just Wants Some Respect (nytimes)
- Short Sellers Up Their Wagers Against Commercial Real Estate Again (bloomberg)
- Fed’s interest-rate decision makes bank stocks more attractive: analyst (marketwatch)
- Boeing targets a culprit of 737 MAX production woes: ‘Traveled work’ (yahoo)
- For Real Estate, Rate Cuts Can’t Come Soon Enough (zerohedge)
- Chewy (CHWY) stock jumps on better-than-anticipated Q4 top and bottom line (streetinsider)
- Reddit prices stock at top of target range in biggest social media IPO since Pinterest (streetinsider)
- 6 Highest Yielding Dividend Kings With Yields Up To 9.9% (247wallst)
- Private equity giant Apollo offers $11B for Paramount Pictures studio: report (nypost)
- SocGen’s Kabra Is Now Among the Biggest Bulls on US Stock (bloomberg)
- Apple Braces for Antitrust Lawsuit From DOJ (barrons)
- The Stock Market Is Already Way Up. 8 Stocks That Can Still Outperform. (barrons)
- Replacing Boeing CEO Calhoun Won’t Be Easy (barrons)
- Fundstrat’s Tom Lee sees small-cap benchmark Russell 2000 surging by 50% in 2024 (cnbc)
- Cheesecake Factory and 4 More Stocks Ready to Pop, From a Small-Cap Pro (barrons)
- Home Sales Jumped in February to Fastest Pace in a Year. Prices Are Up, Too. (barrons)
- Nike Reports Earnings Today. It Has Lots of Work to Do. (barrons)
- Nvidia Is Using Its Old 1990s Playbook To Best Its AI Rivals (barrons)
- Biden’s EPA Gives Automakers More Leeway to Phase Out Gas-Engine Cars (wsj)
- Elon Musk’s Neuralink Shows First Patient Using Its Brain Implant (wsj)
- Why Arizona Law Firms Are a Hot Investment for Private Equity (wsj)
- Nelson Peltz Wins Key Endorsement in Disney Battle (wsj)
- Airport Security Is a Confusing Mess Right Now (wsj)
- US Initial Jobless Claims Ease in Sign of Resilient Labor Market (bloomberg)
- The frugal life of Warren Buffett: How the billionaire spends his fortune, from McDonald’s breakfasts to a rare and ‘indefensible’ splurge (yahoo)
- Apple’s Tim Cook meets key suppliers in Shanghai as 57th China store opens (scmp)
Tom Hayes – CBS News Appearance – 3/21/2024
Tom Hayes – Quoted in Reuters article – 3/20/2024

Thanks to Savyata Mishra and Bansari Kamdar for including me in their article on Reuters. You can find it here:


