- How Not to Fight Inflation (project-syndicate)
- Marie Kondo revealed she’s ‘kind of given up’ on being so tidy. People freaked out (npr)
- Mental Models: The Best Way to Make Intelligent Decisions (~100 Models Explained) (fs)
- 40 Facts About Martin Scorsese’s Goodfellas (mentalfloss)
- Scientists use CRISPR to insert an alligator gene into a catfish (bigthink)
- A Neurologist Answers Questions Patients Might Have about the New Alzheimer’s Drug Lecanemab (scientificamerican)
- Why Corporate America Still Runs on Ancient Software That Breaks (bloomberg)
- Worried About ChatGPT? This Cloud CEO Shares Tips to Prepare for the Coming A.I. Shift (inc)
- The 2024 Z06 GT3.R Is the New Face of Corvette Racing (roadandtrack)
- The Porsche 911 GT3 RS Does Things No Road Car Should Be Able to Do (roadandtrack)
Be in the know. 21 key reads for Saturday…
- The Fed Doesn’t Need More Rate Hikes to Beat Inflation (barrons)
- Delta Stock Is Soaring. Chairman Frank Blake Bought Up Shares. (barrons)
- Salesforce Gains Another Activist Investor (barrons)
- China’s Big Comeback Is Just Getting Started. How to Play It. (barrons)
- ChatGPT ‘Arms Race’ Adds $4.6 Billion to Nvidia Founder’s Fortune (bloomberg)
- China Kicks Off 2023 Leading Global Peers in Equity Fundraising (bloomberg)
- Sugar Alcohols Are in Many Sugar-Free Foods. What Are They? (nyptimes)
- The S&P 500 is nearing its first ‘golden cross’ in more than 2 years. What does that portend for stocks? (marketwatch)
- Yale University’s most popular class, on happiness, is now free for teenagers (cnbc)
- China Celebrated Lunar New Year Like Covid No Longer Exists (bloomberg)
- Legendary Investor Bill Gurley on Investing Rules, Finding Outliers, Insights from Jeff Bezos and Howard Marks, Must-Read Books, Creating True Competitive Advantages, Open-Source Strategies, Adapting Mental Models to New Realities, and More (#651) (Tim Ferriss)
- 6 Undervalued Biotech Stocks for 2023 (morningstar)
- Spinoffs Are the New IPOs (morningstar)
- Hartnett: “Another 3-5% Will Feel Like Bathing In Lava If You’re A Bear” (zerohedge)
- Goldman’s Biggest Bear Capitulates: “The Market Is In No Mood To Go Down Right Now” (zerohedge)
- Nomura: Traders Are ‘Re-Risking While Holding Their Noses’ After 2022’s Bizarro World In VIX (zerohedge)
- The ‘Backsies’ Billionaire: Texan Builds Second Fortune From Wreckage Of Real Estate Empire He’d Sold (forbes)
- A Fed economist says the Fed is making inequality worse with its interest rate hikes (fortune)
- The inside story of ChatGPT: How OpenAI founder Sam Altman built the world’s hottest technology with billions from Microsoft (fortune)
- Aston Martin Bids Farewell To Flagship GT With Most Powerful Production Car Yet (maxim)
- Chinese overseas shopping platforms in 2022: Bigger market share, controversies and complaints continue (technode)
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 21 key reads for Friday…
- China’s Big Comeback Is Just Getting Started. How to Play It. (barrons)
- Inflation Is on the Right Track as Key Gauge Cools Again (barrons)
- Inflation in U.S. could turn negative by midyear, says billionaire investor Barry Sternlicht. A risk is that the Fed will keep lifting interest rates anyway. (marketwatch)
- Alibaba denies reports it is building a global headquarters in Singapore, saying development is for its Lazada subsidiary (scmp)
- Chinese Education Stocks Gain After Post-Crackdown Business Overhauls (wsj)
- Louis Vuitton’s Owner Is Still Reading China’s Tea Leaves (wsj)
- How Nasdaq’s Stellar Run Could Squash Tech’s Bear Market by March (barrons)
- Pending Home Sales Snap Six-Month Decline (barrons)
- Intel Blames Weak Showing on China (barrons)
- L3Harris Revenue Beats Expectations, Helped by Defense Spending. The Stock Is Rising. (barrons)
- Chewy’s Future: More Customers and Improving Margins, Says Analyst (barrons)
- This little-known indicator is bullish for 2023 (marketwatch)
- Inflation rate slows again to 15-month low (marketwatch)
- Consumer sentiment strengthens in final January reading (marketwatch)
- QQQ is bleeding assets, but are ETF investors ‘finally bailing’ on growth stocks just as tech stocks jump in 2023? (marketwatch)
- Corporate Layoffs Spread Beyond High-Growth Tech Giants (wsj)
- Fed Sees Soft Landing as Silver Lining of Temp Jobs Decline (bloomberg)
- China looks past Covid as tourist bookings surge for the Lunar New Year (cnbc)
- Florida man wins $1M on scratch-off ticket after being cut in line at Publix (foxbusiness)
- Intel says it will take back share from AMD, but some are skeptical (reuters)
- Chinese Consumers Embrace Life Free From Zero-Covid Controls (wsj)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 171
Hedge Fund Tips with Tom Hayes – Podcast – Episode 161
Hedge Fund Tips (PCN) – Position Completion Notification
Tom Hayes – Quoted in Reuters article – 1/26/2023
Thanks to Ankika Biswas for including me in her article on Reuters today:
Click Here to View The Full Reuters Article
Tom Hayes – Quoted in Reuters article – 1/26/2023
Thanks to Medha Singh and Ankika Biswas for including me in their article on Reuters today: