Hedge Fund Tips with Tom Hayes – Podcast – Episode 87
Be in the know. 14 key reads for Friday…
- Investors Are Running Scared From China’s Stocks. Where to Find Opportunities. (Barron’s)
- Boeing’s 737 MAX Is Back in India. China Is Next. (Barron’s)
- Biden Advisers Weigh Powell as Fed Chair, Brainard as Vice Chair (Bloomberg)
- China’s stock regulator plans to propose new rules that could thwart internet companies’ plans to list in the U.S. (Wall Street Journal)
- U.S. consumer spending slows in July; monthly inflation moderates (Reuters)
- Look for Taper Talk but No Clear Plans When Powell Speaks (Barron’s)
- Apple’s Changing Its App Store Rules in a Tentative Lawsuit Settlement. (Barron’s)
- Bostic Says ‘Very Close’ to Conditions to Taper: Fed Update (Bloomberg)
- New China Vaccine Shows 82% Effectiveness Against Serious Covid (Bloomberg)
- OPEC+ Seen Sticking to Planned Output Hike as Oil Prices Rebound (Bloomberg)
- Debunking the Hemline Index (Bloomberg)
- Fed’s Mester: Ready to begin taper this year and complete it by mid-2022 (MarketWatch)
- Tim Cook sells $750m of Apple stock after completing decade as chief (Financial Times)
- China’s top court takes aim at ‘996’ overtime culture in blow to tech groups (Financial Times)
Tom Hayes – Quoted in Reuters article – 8/26/2021
Thanks to Devik Jain for including me in his article on Reuters today. You can find it here:
Click Here to View The Full Article on Reuters
Unusual Options Activity – Centene Corporation (CNC)
Data Source: barchart
Today some institution/fund purchased 5,500 contracts of Dec $70 strike calls (or the right to buy 550,000 shares of Centene Corporation (CNC) at $70). The open interest was 4,055 prior to this purchase. Continue reading “Unusual Options Activity – Centene Corporation (CNC)”
Where is money flowing today?
Tom Hayes – Kitco News Appearance – 8/26/2021
Be in the know. 20 key reads for Thursday…
- Xpeng Reports Booming Sales, Sees Strong Deliveries As Exports Ramp Up (Investor’s Business Daily)
- China’s after-school crackdown wipes out many jobs overnight. Hundreds of thousands of jobs at stake (CNBC)
- Cigna Expands Obamacare Footprint in Latest Lift for Health Law (Bloomberg)
- Taper, Delta, Inflation, and Powell’s Tough Task. What to Expect From Jackson Hole (Barron’s)
- SEC Chief to Chinese Companies: Open Your Books or Be Delisted (Barron’s)
- Banks Are Buying Back Stock Again. Why Investors Should Care. ()Banks Are Buying Back Stock Again. Why Investors Should Care. (Barron’s)
- Economic Expectations Are Too Gloomy. What That Means for Stocks. (Barron’s)
- Oil Prices Are Swinging Higher. Why the Rally Could Continue. (Barron’s)
- It’s been the wrong year to sell in May and go away. The bull market seems ‘unstoppable,’ experts say (MarketWatch)
- Taliban Takeover Is a Boon for Cash-Strapped Iran (Wall Street Journal)
- Bruised Chinese Internet Companies Try to Win Over Beijing and Investors (Wall Street Journal)
- Fed’s George Says Time to Get Taper Started, Despite Delta Risk (Bloomberg)
- China’s Communist Party Vows to Both Grow and Share Economic Pie (Bloomberg)
- Razer is considering a secondary listing in the U.S. (CNBC)
- “Fed Should Get Going” – Stocks Stumble As Fed’s Bullard Says Taper Should Be Over By Q1 2022 (ZeroHedge)
- Exclusive-JOYY’s top shareholders plan take-private deal, value firm at up to $8 billion -sources (StreetInsider)
- Splunk (SPLK) Beats Earnings Estimates, ‘Strong’ Quarter Prompts Analysts to Raise PTs (StreetInsider)
- Goldman Sachs Says Buy These 4 Top Oil Stocks With Huge 2022 Upside Potential (24/7 Wall Street)
- China says maintaining ‘normal communication’ with U.S. on trade (Reuters)
- US investors cut leverage for first time since start of pandemic (Financial Times)
The “Ted Lasso” Stock Market (and Sentiment Results)…
On last week’s podcast/videocast – in one of our “Ask Me Anything” questions – a regular viewer said: Continue reading “The “Ted Lasso” Stock Market (and Sentiment Results)…”
Tom Hayes – Quoted in Reuters article – 8/25/2021
Thanks to Chibuike Oguh for including me in his article on Reuters today. You can find it here: