Hedge Fund Tips

Tom Hayes – Quoted in New York Post article – 6/15/2023

Thanks to Lydia Moynihan for including me in her article in the New York Post. You can find it here:

Yahoo! Finance Appearance – Thomas Hayes – Chairman of Great Hill Capital – June 15, 2023

Data Source: Finviz

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In the spreadsheet above I have tracked the earnings estimates for the Energy Sector ETF (XLE). Continue reading “Energy 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”

Thanks to Anuron Mitra for including me in his article on Seeking Alpha. You can find it here:

Thanks to Jacob Sonenshine for including me in his article in Barron’s today. You can find it here:

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)

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)…”