Be in the know. 20 key reads for Monday…
- Global Capex Booms as Companies Prepare for Post-Pandemic Era (Bloomberg)
- There’s a growing wall of worry developing for stocks to climb, says Deutsche Bank (MarketWatch)
- Natural-Gas Market Conditions Look Unnatural (Wall Street Journal)
- Apple’s Walled Garden Springs a Leak (Wall Street Journal)
- OPEC raises forecast for 2022 growth in global oil demand (MarketWatch)
- Manchin Balks at Supporting $3.5 Trillion Budget Resolution (Barron’s)
- Ant Financial’s Alipay to Be Broken Up, According to Reports (Barron’s)
- Energy stocks lead European markets higher as crude and electricity prices rise (MarketWatch)
- Extra Unemployment Pay Has Expired. What to Watch. (Barron’s)
- From zippers to glass, shortages of basic goods hobble U.S. economy (Reuters)
- Tencent and Alibaba pledge to open up apps to competitors (Financial Times)
- Wall Street Braced for ‘Far Stickier’ Inflation to Test Markets (Bloomberg)
- Iran Nuclear Inspectors Say Monitoring Pact Is Back on Track (Bloomberg)
- Shipping Options Dry Up as Businesses Try to Rebuild From Pandemic (Wall Street Journal)
- Iran Pledges to Cooperate With U.N. Atomic Agency, Easing Nuclear Talks Threat (Wall Street Journal)
- S. Stock Market Faces Risk of Bumpy Autumn, Wall Street Analysts Warn (Wall Street Journal)
- 3 reasons to stick with Chinese stocks even as they are battered by regulation, according to Allianz (Business Insider)
- 5 Dependable Dividend Stocks (247wallst)
- Here’s what Apple is expected to announce at its iPhone 13 launch event Tuesday (MarketWatch)
- Epic Games appeals ruling that Apple’s App Store is not a monopoly (MarketWatch)
Tom Hayes – Quoted in Reuters article – 9/13/2021
Thanks to Devik Jain and Ambar Warrick for including me in their article on Reuters today. You can find it here:
Click Here to View The Full Article on Reuters
Transports Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Transportation Sector ETF (IYT) top 30 holdings. Continue reading “Transports Earnings Estimates/Revisions”
Be in the know. 10 key reads for Sunday…
- Economy shook after 9/11 — but thanks to heroes, it did not crumble (New York Post)
- September quarterly option expiration week: S&P 500 up 13 of last 18 (Almanac Trader)
- Citrix Activist Could Clean Up on Messy Cloud Transition (Wall Street Journal)
- No more COVID-19 lockdowns, UK health minister suggests (Reuters)
- The Sexiest Hypercars From Manhattan Motorcars’ Showcase in the Sky (Men’s Journal)
- Inside NYC’s ‘Banksy: Genius or Vandal?’ Art Exhibit (Maxim)
- ECRI Weekly Leading Index Update (advisorperspectives)
- Sunrun Stock Surges on Needham Buy Rating, $75 Price Target (thestreet)
- Mobius hits back at Soros over ‘BlackRock’s China blunder’ comments (fnlondon)
- Fox Corp. announces $1M donation to Tunnel to Towers in support of first responders, military heroes (FoxNews)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 99
Article referenced in VideoCast above:
The AC/DC “Thunderstruck” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 89
Article referenced in podcast above:
The AC/DC “Thunderstruck” Stock Market (and Sentiment Results)…
Be in the know. 30 key reads for Saturday…
- The World Remembers 9/11 on 20th Anniversary of Attacks: Update (Bloomberg)
- It’s a new Yahoo — again: Apollo Group taps Tinder CEO as whiplashed employees hold their breath (New York Post)
- Walmart Rethinks Its China ‘Hypermarket’ Strategy Amid Alibaba Gains (Bloomberg)
- 3 reasons to stick with Chinese stocks even as they are battered by regulation, according to Allianz (Business Insider)
- 7 Stocks to Buy on a Dip (Morningstar)
- The U.S. and China Need Couples Therapy, Not a Divorce Lawyer (Barron’s)
- Apple Stock Fell After Judge Issues a ‘Legal Blow’ Against App Store (Barron’s)
- Elliott Hopes Its Magic Can Work at Citrix a Second Time (Barron’s)
- Stocks Close Lower to End Worst Week in Months (Barron’s)
- The Panic Series (Pt. I) – 1792 (investoramnesia)
- It’s Hard Times for Hard Seltzer. Boston Beer’s Tumbling Shares Look Underpriced. (Barron’s)
- Investing The Warren Buffett Way (Forbes)
- Nuclear Power Gets a Lift From Climate Change. How Uranium Plays. (Barron’s)
- When the Fed finally steps back, can the U.S. stock and bond markets stand on their own legs? (MarketWatch)
- 2 Trends Are Hurting Solar Companies — and Biden’s Big Energy Goals (Barron’s)
- Apple App-Store Ruling Should Make Tim Cook Sweat (Bloomberg)
- Why Leon Cooperman has a ‘weary eye’ on the market (CNBC)
- Remote Workers Are on the Move. What It Means for the Housing Market. (Barron’s)
- This Bentley is $2 million, roof not included (CNN)
- Two Decades After 9/11, the Fiscal Wounds Run Deep Too (Barron’s)
- The S&P 500 Has Had a Good Run. Why Wall Street Thinks a Pullback Is Coming. (Barron’s)
- Petco CEO Purchases $1 Million Worth of Company Stock (Barron’s)
- 3 Home Builder Stocks That Still Look Like Relative Bargains (Barron’s)
- Kristen Stewart, Jessica Chastain, and More Venice Film Festival Stars as Captured by Greg Williams (vanityfair)
- Some Vaccines Last a Lifetime. Here’s Why Covid-19 Shots Don’t. (Wall Street Journal)
- Alibaba’s Big Secret (vintagevalueinvesting)
- Disney Will Release Rest of 2021 Films Exclusively in Theaters (Wall Street Journal)
- Car Dealerships Seek New Model as Sales Move Online (Wall Street Journal)
- Disappointed Consumers Temper U.S. Economy’s Main Growth Engine (Bloomberg)
- The Earnings Crunch Is Getting Real (Bloomberg)