Hedge Fund Tips

Tom Hayes – Quoted in Reuters article – 2/1/2023

Thanks to Bansari Mayur Kamdar and Amruta Khandekar for including me in their article on Reuters today:

In the spreadsheet above I have tracked the earnings estimates for the top 30 weighted stocks in the IBD 50 Growth Index (ETF: FFTY) Continue reading “IBD 50 Growth Index (top 30 weights) Earnings Estimates”

Thanks to Mehnaz Yasmin for including me in her article on Reuters today:

Datasource: Finviz

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Thanks to Ankika Biswas, Johann M Cherian and Shreyashi Sanyal for including me in their article on Reuters today:

Xi Urges Efforts to Spur Consumption to Propel Economic Rebound (bloomberg)
Cooler Pay Gains Add to Debate on When Fed Might Pause Rate Hikes (wsj)
China’s Consumers Drive Rebound in Economic Activity (wsj)
Fed Day Is Here. Jerome Powell’s Tone Will Say It All. (barrons)
Macau Is Back, Baby. But Choose Your Stock Bets Wisely. (wsj)
Viktor Shvets Declares Victory for Team Transitory and the Soft Landing (bloomberg)
Wednesday, February 1, 2023 The Energy Report (Phil Flynn)
Eurozone’s Economy Outpaced China and U.S. in 2022 (wsj)
GM’s Fourth-Quarter Profit Soared as Supply-Chain Problems Eased (wsj)
Gundlach Suspects Fed Will Push Back Against Pivot Narrative (bloomberg)
Geely’s Lotus Going Public via SPAC at $5.4 Billion Valuation (bloomberg)
OPEC+ Keeps Output Steady Amid Uncertainty on China and Russia (bloomberg)
Private payroll growth slowed to 106,000 in January as weather hit hiring, ADP says (cnbc)
Homebuilder stocks surge after earnings reveal improving demand from buyers despite high mortgage rates (businessinsider)
US Factory Gauge Falls for Fifth Month to Lowest Since May 2020 (bloomberg)
Fed Preview: 25bps And Then “The End Is Very Much In Sight” (zerohedge)
Oppenheimer confident in Amazon (AMZN) 2023/24 AWS revenue estimates (streetinsider)
Amazon’s Buy with Prime could add $1bn-$3bn in annual EBIT – Morgan Stanley (streetinsider)