Cheddar TV Appearance – Thomas Hayes – Chairman of Great Hill Capital – October 11, 2021
Be in the know. 14 key reads for Sunday…
- Chamath Palihapitiya on Venture Investments (Podcast) (bloomberg)
- BlackRock’s Transfer of Power (nytimes)
- Jobs Forecasters Got Schooled—Here’s Why (Wall Street Journal)
- Money Manager Thomas Lee Sees 17-Year Bull Market Powered By Millennials (Forbes)
- Meet The World’s Richest 29-Year-Old: How Sam Bankman-Fried Made A Record Fortune In The Crypto Frenzy (Forbes)
- ECRI Weekly Leading Index Update (advisorperspectives)
- Hydrogen’s moment is here at last (economist)
- Driving James Bond’s Original Aston Martin DB5 Left Us Shaken and Stirred (robbreport)
- Bugatti Bolide Named ‘World’s Most Beautiful Hypercar’ (maxim)
- Airless tires are finally coming in 2024: Here’s why you’ll want a set (cnet)
- The Road Ahead for U.S.-China Trade (CFR)
- Jobs Friday: Where are all the older workers? (npr)
- Why airlines need business travel to return (thehustle)
- Simple Mathematical Law Predicts Movement in Cities around the World (scientificamerican)
Be in the know. 23 key reads for Saturday…
- There’s a lesson from Charlie Munger’s increased bet on Alibaba (marketwatch)
- The Jobs Report Was Ugly. But the Details Tell a More Complicated Story. (Barron’s)
- How Washington Is Rewriting the Rules on Wall Street (Barron’s)
- Beware the Tech Stock Trap. How Bond Yields Can Signal When It’s a Good Time to Buy. (Barron’s)
- TV Isn’t Dying, and This Broadcaster’s Stock Is Underpriced (Barron’s)
- Lyme Disease Vaccine From Pfizer and Valneva Will Try to Avoid Past Pitfalls (Barron’s)
- Hospitality and Leisure Jobs Still Lagging as Industry Struggles to Attract Workers (Barron’s)
- Corning Stock Has 20% Upside, Analyst Says (Barron’s)
- 136 nations agree to biggest corporate tax deal in a century (Financial Times)
- Bridgewater warns fighting inflation risks derailing economic recovery (Financial Times)
- Charts suggest stock market should move higher in late October (CNBC)
- Cramer’s week ahead: Earnings season kicks off with the major banks (CNBC)
- Here’s where the jobs are — in one chart (CNBC)
- Global Supply-Chain Woes Escalate, Threatening Recovery (Wall Street Journal)
- U.S. Job Growth Falls to Slowest Pace of Year (Wall Street Journal)
- Chinese President Xi Jinping vows to pursue ‘reunification’ with Taiwan by peaceful means(CNN)
- 33 Undervalued Stocks for the Fourth Quarter (morningstar)
- Q4 Guide to the Markets (JP Morgan)
- Transcript: Jack Schwager (Bloomberg)
- David Einhorn’s market nihilism(Financial Times)
- Citadel CEO Ken Griffin Sounds Off on Everything from Cryptocurrencies to President Trump (Bloomberg)
- Value stocks could return 5% or more over the market: Rob Arnott Research Affiliates founder (Yahoo! Finance)
- When Should You Sell A Stock? – LI LU (YouTube)
Tom Hayes – Article Featured on MarketWatch – 10/8/2021
Thanks to Steve Goldstein for featuring my article on MarketWatch yesterday You can find it here:
Click here to read the full article at MarketWatch
Tom Hayes – Quoted in Reuters article – 10/9/2021
Thanks to Herb Lash and Tommy Wilkes 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. 12 key reads for Friday…
- Senate Raises the Debt Limit. Default Could Loom Again in Early December. (Barron’s)
- AT&T Stock Has Never Recovered From Covid. Why It Could Be Fairly Valued Now. (Barron’s)
- Conagra, PepsiCo and Other Food Makers Grapple With Higher Costs (Wall Street Journal)
- BlackRock Gives Big Investors Ability to Vote on Shareholder Proposals (Wall Street Journal)
- Dumping Stocks to Punish Bad Corporate Behavior Has Tiny Impact (Bloomberg)
- Tencent Shares Have ‘Priced in’ Gaming Crackdown, Jefferies Says (Bloomberg)
- Taiwan Exports Surge to Record, Defying Predictions of Slowdown (Bloomberg)
- Tesla moves headquarters from California to Texas (CNBC)
- 3 reasons why energy is the best sector of the stock market to invest in right now, according to JPMorgan (businessinsider)
- Amazon CEO, citing ‘rougher’ patch with Seattle, looks to ’burbs (seattletimes)
- JPMorgan Raises Price Target on Walt Disney (DIS) Into ‘De-risked’ FQ4 Earnings, Current Levels Seen as an Attractive Entry Point for LT Investors (streetinsider)
- China orders coal miners to boost output to counter energy crunch (Financial Times)