Where is the money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 12 key reads for Thursday…
- There’s good reason to think that the 2-day surge in stocks this week wasn’t just another bear market rally, according to Fundstrat (businessinsider)
- Jobless claims rise more than expected as market starts to cool (foxbusiness)
- Biotech Hasn’t Been This Blazing Hot Since Early 2021 — Here Are The Top 5 (investors)
- China’s Xi Is Getting a Third Term. Investors Hope Something Gives. (barrons)
- China’s Most Important Political Meeting Is Coming. What Investors Need to Know. (barrons)
- Global economy will ‘crumble’ if Fed doesn’t stop hiking interest rates, billionaire investor Sternlicht says (marketwatch)
- Europe Has the Strength to Sail Through a Recession (barrons)
- K. Home-Builder Stocks May Be a Buying Opportunity as the Pound Tanks (barrons)
- Everything you want to know as OPEC+ agrees to cut oil production (businessinsider)
- Nobel laureate Paul Krugman warns the Fed risks going too far in fighting inflation – and predicts a return to rock-bottom interest rates (businessinsider)
- Wharton Professor Jeremy Siegel says he’s disturbed by the Fed’s groupthink as there are no members who have dissented with Powell’s hawkishness (businessinsider)
- Revolutionary Retreat. The Energy Report 10/06/2022 (Phil Flynn)
Give Up on China? Stock Market (and Sentiment Results)…
This week I joined Will Koulouris on CNBC Street Signs Asia to discuss US market outlook, and more importantly whether I still liked Alibaba. Thanks to Gabrielle See, Francis Xavier and Will for having me on. The answer may surprise you: Continue reading “Give Up on China? Stock Market (and Sentiment Results)…”
Tom Hayes – Guest on “East West Investment Opportunities” – 10/5/2022
The “East West Investment Opportunities” Podcast – Thomas Hayes – Chairman of Great Hill Capital – October 5, 2022