Insider Buying in Altice USA, Inc. (ATUS)
Where is money flowing today?
Data Source: Finviz
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 27 key reads for Thursday…
- Alibaba and JD.com Rise on Singles Day. Black Friday in China Was a Success. (Barron’s)
- Exclusive-Didi prepares to relaunch apps in China, anticipates data probe will end soon -sources (streetinsider)
- Chinese Property, Tech Stocks Jump on Hope of Softer Regulations (bloomberg)
- China Elite Hand Xi Key Victory, Paving Way for Indefinite Rule (bloomberg)
- China’s JD.com smashes through its Singles Day record with $48.7 billion in sales and counting (CNBC)
- Inflation might be peaking, according to one key economic indicator (CNBC)
- Xi is expected to invite Biden to the Beijing Winter Olympics, sources say (CNBC)
- Inflation Continues to Jump. Which Sectors Saw Prices Rise the Most? (Barron’s)
- ‘Famous friends’ Country music’s biggest night crowns best at CMA Awards 2021 (New York Post)
- Biden’s Spending Plans Are at Risk. Blame Inflation. (Barron’s)
- Six Stocks Got Crushed on Earnings. Wall Street Likes Them Better Now. (Barron’s)
- Disney Stock Is Slumping Because Streaming and Theme Parks Are Both Struggling (Barron’s)
- Royal Caribbean’s CEO Says ‘the Worst Is Behind Us’ (Barron’s)
- SoFi Stock Surges. Revenue Sets a Record and Members Soar. (Barron’s)
- Hot inflation undercuts one of the main arguments against stocks, strategist says (marketwatch)
- Stock Dividends Are About to Set a Record. Here’s Where to Snag 3% Yields. (Barron’s)
- China’s Plan to Manage Evergrande: Take It Apart, Slowly (Wall Street Journal)
- China Weighs Moderating Property Curbs to Help Troubled Developers Unload Assets (Wall Street Journal)
- S., China Jointly Pledge to Step Up Efforts to Fight Climate Change at COP26 (Wall Street Journal)
- GE Breakup Bets on Flying Revival (Wall Street Journal)
- ‘A significant milestone’: Boeing agrees to settle with Ethiopia 737 Max crash victims (USA Today)
- Xi’s Biggest Wins and Losses After Nearly a Decade in Power (bloomberg)
- How Wealth Products Helped Inflate China Real Estate (bloomberg)
- Goldman Sachs says these 30 stocks with optimal pricing power will benefit most as inflation hovers at 30-year highs amid a continued supply-chain crunch (businessinsider)
- Manchin suggests halting Biden spending plan until inflation slows down (foxbusiness)
- Goldman Sachs Out With 10 Top Macro and Stock Market Themes for 2022 (247wallst)
- Disney Sets The Stage To Go In On Metaverse, CEO Touts Company’s History As ‘Early Adopter’ Of Technology (benzinga)
“Inflation Nation?” Stock Market (and Sentiment Results)…
For the first time since Chair Powell announced taper last Wednesday, the Treasury market behaved as one would expect. Yields were up on the 10yr Treasury and “Long Duration” earnings stocks (high-multiple tech names) were down. Continue reading ““Inflation Nation?” Stock Market (and Sentiment Results)…”
Where is money flowing today?
Data Source: Finviz
Hedge Fund Tips (PCN) – Position Completion Notification
Tom Hayes – Quoted in Reuters article – 11/10/2021
Thanks to Devik Jain and Shreyashi Sanyal for including me in their article on Reuters today. You can find it here:
Click Here to View The Full Article on Reuters
Be in the know. 18 key reads for Wednesday…
- Biden-Xi Virtual Summit Set for Next Week, With Date to Come (bloomberg)
- China’s Xi says ready to work with U.S. on condition of ‘mutual respect’ (cnbc)
- Inflation Was Sharply Higher Than Expected in October (Barron’s)
- Why Coinbase’s chief expects the NFT market is more like Instagram than eBay (fnlondon)
- More pain likely for hedge funds as leveraged investors unwind wrong-way bond market bets, traders say (marketwatch)
- J&J Lauds Oklahoma Ruling That Tosses Out $465 Million Opioid Judgment (barrons)
- Evergrande Is Courting Default Again as $148 Million Payment Comes Due (barrons)
- Looking For Answers. The Energy Report 11/10/2021 (Phil Flynn)
- Business Costs Are Still Surging. Here’s One Reason for Optimism. (barrons)
- Inflation Was Supposed to Kill Margins. Why Companies Are Turning Higher Profits Anyway. (barrons)
- GE Is Splitting Up. The Pieces Are Worth More Than Wall Street Thinks. (barrons)
- AT&T, Verizon, and T-Mobile Make the Case for Their Beleaguered Stocks (barrons)
- Rolls-Royce plans to build small nuclear power plants in Britain. (New York Times)
- Inflation in U.S. Builds With Biggest Gain in Prices Since 1990 (bloomberg)
- Liquidity drought in Treasury market accompanies unexpected rally (Financial Times)
- China’s factory gate inflation soars to 26-year high on energy crunch (Financial Times)
- Li Ka-Shing Adds Hydrogen Bet to Bolster $31 Billion Fortune (bloomberg)
- Clorox CEO Sticking to Bold Post-Pandemic Plan After Stock Rout (bloomberg)