Data Source: Finviz
Be in the know. 10 key reads for Friday…
- China’s Central Bank Turns to Niche Policy Tool to Boost Growth (Bloomberg)
- Airlines warn sales could fall 30 percent, but investors see a chance to buy (New York Post)
- Biden Calls Xi Over U.S. Frustration With Dead-End Talks (Bloomberg)
- Stocks Relieved by Biden-Xi Talk (Barron’s)
- What Stocks Could Gain When the Chip Shortage Ends? It’s More Than Just Car Makers. (Barron’s)
- Why Sequoia Capital’s Michael Moritz Thinks SpaceX Is More Important Than Tesla (Barron’s)
- Biden Boosts Vaccine Requirements for Large Employers, Federal Workers (Wall Street Journal)
- Wholesale prices in August rose a record 8.3% from a year ago (CNBC)
- European Stocks Advance as Tapering Worries Start to Recede (Bloomberg)
- Utility Stocks Aren’t Getting Much Respect From the Market — but They Have Big Dividends (Barron’s)
Tom Hayes – Quoted in New York Post article – 9/9/2021
Thanks to Lydia Moynihan for including me in her article in the New York Post today. You can find it here:
Click Here to View The Full Article at the New York Post
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Be in the know. 33 key reads for Thursday…
- BlackRock and Ray Dalio Say Investors Should Be in China. Weighing the Risks. (Barron’s)
- S. Initial Jobless Claims Fall by Most Since Late June in Week (Bloomberg)
- ECB Slows Pandemic Bond Buying as Europe’s Economy Rebounds (Bloomberg)
- Atlanta Fed’s Bostic tells Wall Street Journal a taper decision is unlikely to come this month (marketwatch)
- Tiananmen Massacre Vigil Organizers Arrested by Hong Kong Authorities (Wall Street Journal)
- Wall Street Strategists Are Cautious About This Fall. Why They’re Worried. (Barron’s)
- 6 Energy Stocks That Don’t Deserve to Be Left Behind (Barron’s)
- 5 Incredibly Safe Dividend Stocks to Buy (247wallst)
- Intel Expects Huge Growth in Auto Chips. It’s Bulking Up in Europe. (Barron’s)
- Natural-gas futures rally to highest finish since 2014 on slow U.S. output recovery, tight supplies (MarketWatch)
- Chinese state op-ed defends Xi’s regulatory crackdown and foreign investment (New York Post)
- Hurricane Ida’s Fallout Continues to Cripple U.S. Oil Production (Wall Street Journal)
- A Vintage Lotus That Stays Ahead of the Curve (Wall Street Journal)
- China Stocks Hammered Again On Regulations Despite Some Optimism (IBD)
- Cathie Wood’s Ark cuts China positions ‘dramatically’ (Financial Times)
- As a Delta Wave Peaks in Some States, Others Brace for What’s Next (Wall Street Journal)
- BlackRock-Soros Feud Is a Microcosm of Wall Street’s China Dilemma (Wall Street Journal)
- Eric Church and Chris Stapleton top CMA Awards 2021 nominations (USA Today)
- Tencent Leads $60 Billion Loss as Game Crackdown Fears Grow (Bloomberg)
- Fidelity Cuts Ant Valuation Again as China Crackdown Spreads (Bloomberg)
- China Tells Gaming Firms to End ‘Solitary’ Focus on Profit (Bloomberg)
- What Xi Means by ‘Disorderly Capital’ Is $1.5 Trillion Question (Bloomberg)
- Walmart Rethinks Its China ‘Hypermarket’ Strategy Amid Alibaba Gains (Bloomberg)
- Traders Rush to Dump China Tech Stocks as Gaming Targeted Again (Bloomberg)
- European Central Bank slows its bond purchases as euro zone inflation surges (CNBC)
- Tencent, NetEase shares dive after Chinese regulators summon firms; report of game approval freezes (CNBC)
- Yellen urges Congress to raise debt limit, warns about extraordinary measures running out soon (CNBC)
- The six reasons why Jim Cramer is concerned about the stock market in September (CNBC)
- TEXT-Lagarde’s statement after ECB policy meeting (Reuters)
- JPMorgan Raises PT on Netflix (NFLX), Analyst Says 4Q Should Become Strongest Content Quarter Ever (StreetInsider)
- Analysis-Investors betting on ‘stable’ choice of Powell renomination at Fed (Reuters)
- China’s factory inflation hits 13-year high as materials costs soar (Reuters)
- ECB Preview: The First Taper, But Don’t Call It That (ZeroHedge)
The AC/DC “Thunderstruck” Stock Market (and Sentiment Results)…
This week we chose AC/DC’s 1990 Billboard Hit, “Thunderstruck” to capture current stock market sentiment. On Friday, we got a tremendous miss with the Jobs Report coming in at +235K jobs versus +750k estimated. Continue reading “The AC/DC “Thunderstruck” Stock Market (and Sentiment Results)…”