Cheddar TV Appearance – Thomas Hayes – Chairman of Great Hill Capital – January 18, 2022
Biotech (top weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Nasdaq Biotech ETF (IBB) top 30 weighted stocks. Continue reading “Biotech (top weights) Earnings Estimates/Revisions”
Be in the know. 20 key reads for Monday…
- China Cuts Policy Interest Rate for First Time Since April 2020 (bloomberg)
- China’s Xi says countries must abandon ‘Cold War mentality,’ warns against confrontation (cnbc)
- A quiet comeback is starting in emerging markets (ft)
- Hundreds of U.S.-listed companies are off more than 20% from highs. (wsj)
- Tom Brady surprises 10-year-old cancer survivor with Super Bowl tickets (nypost)
- China’s Population Stalls With Births in 2021 the Lowest in Modern History (wsj)
- China’s Population Crisis Is Complicated. What It Means for the Country’s Economy. (barrons)
- Angi Could Be the Next Uber. Its Stock Looks Too Cheap. (barrons)
- Here Are 13 Stocks Whose Pandemic Dividend Suspensions Remain (barrons)
- China Seeks to Cushion Blow of Economic Pain as Momentum Slows (wsj)
- China GDP Grew 8.1% in 2021, but Momentum Slowed in Quarter (wsj)
- Big Tech Braces for a Wave of Regulation (wsj)
- These TikTok Stars Made More Money Than Many of America’s Top CEOs (wsj)
- Why China’s Central Bankers Are Still Worried (wsj)
- Amazon Scraps Plan to Stop Accepting Visa’s U.K. Credit Card (barrons)
- Day Traders as ‘Dumb Money’? The Pros Are Now Paying Attention (wsj)
- How to Use a Free Password Manager—and Make Your Logins Safer (wsj)
- Analysis: China’s ‘zero-COVID’ campaign under strain as Omicron surges (reuters)
- Boom Times for Classic Car Auctions Conducted Online (nytimes)
- Wells Fargo price target raised to $67 from $57 at Keefe Bruyette (thefly)
Be in the know. 10 key reads for Sunday…
- January Monthly Option Expiration Week Mixed Last 23 Years (almanactrader)
- The Campbell Soup Company Is A Lot Bigger Than You Ever Realized (digg)
- Bank Investors Must Wait for the Benefits of Rising Interest Rates (wsj)
- Welcome To “Billionaires’ Dirt Road”: This Pastoral Town Is Home To Larry Fink, Georgina Bloomberg, David Letterman, Richard Gere And More (forbes)
- ECRI Weekly Leading Index Update (advisorperspectives)
- Disney’s CEO reveals his strategy for 2022 and beyond—including creating a metaverse with your favorite characters (fortune)
- Understanding the Metaverse and Web 3.0 (goldmansachs)
- 5G’s next big launch could make its improved speed promises a reality (cnet)
- TikTok made me buy it (npr)
- Disappointing Decade for European Bank Stocks Gives Way to Rally (bloomberg)
Be in the know. 28 key reads for Saturday…
- 10 key debates on, and reasons to buy, China in 2022 (Goldman Sachs)
- Expect a Tough Year for Stocks but Lots of Opportunities for Bargain Hunters, Barron’s Experts Say (barrons)
- Retail Sales Fell in December. Why Some Economists Say the Decline Will Be Short-Lived. (barrons)
- In Proof That Irony Is Dead, People are Trying to Make Beanie Babies NFTs (futurism)
- Banks’ Earnings Show Lenders Aren’t All the Same. It’s Time to Pick and Choose. (barrons)
- The Misery Index Is Rising. What That Says About Rates. (barrons)
- Macau Reveals Casino Law Changes. Las Vegas Sands, Wynn Are Soaring. (barrons)
- Get ready for the climb. Here’s what history says about stock-market returns during Fed rate-hike cycles. (marketwatch)
- Las Vegas Sands Stock Could See Better Luck Ahead (barrons)
- After Scramble to Replace NHL Players, USA Hockey Reveals Men’s Olympic Team (wsj)
- How Game Theory Changed Poker (wsj)
- Wells Fargo profits soar thanks to increase in loans, cost-cutting steps (nypost)
- The Big Read. Zero-Covid policies threaten Hong Kong’s place in the world (ft)
- Opinion: Four reasons why value stocks are poised to outperform growth in 2022 — and 14 stocks to consider (marketwatch)
- JPMorgan plots ‘astonishing’ $12bn tech spend to beat fintechs (ft)
- opinion content. Person in the News. Ken Griffin, financial prodigy turned industry giant (ft)
- US accuses Russia of planning ‘false-flag operation’ in eastern Ukraine (ft)
- Elon Musk’s Tunnel System Works, but the Real Test Is Still to Come (bloomberg)
- The Virus Has Changed. Maybe We Should, Too. (bloomberg)
- Here Are the Most Eye-Popping Cars at the 2022 Tokyo Auto Salon (bloomberg)
- As bond yields spike to their highest levels of the recovery, a Wall Street firm shares exactly how investors can maximize their hunts for yield — and how to adjust portfolios now (businessinsider)
- GE suspends Covid vaccine, testing rules after high court nixes Biden mandate (cnbc)
- How Olympic gold medalist Tara Lipinski stays motivated: ‘I’m competitive’ (cnbc)
- Opinion: Nasdaq near a 10% correction isn’t the sell signal you probably think it is (marketwatch)
- Opinion: Why interest rates aren’t really the right tool to control inflation (marketwatch)
- Netflix is raising prices (cnn)
- Selling Out (oaktreecapital)
- Legendary investor Mario Gabelli breaks down auto, aerospace stocks to watch (youtube)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 117
Hedge Fund Tips with Tom Hayes – Podcast – Episode 107
Tom Hayes – The Claman Countdown – Fox Business Appearance – 1/14/2022
Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – January 14, 2022