In the spreadsheet above I have tracked the earnings estimates for the top weighted Russell 2000 small cap stocks. I have columns for what the 2021 and 2022 estimates were on 7/4/2021 and today. Continue reading “Russell 2000 (top weights) Earnings Estimates”
Be in the now. 25 key reads for Saturday…
- Economic Headwinds Won’t Hinder Stocks, Because Bad News Is Good for Easy Money (Barron’s)
- Velvet Glove, Meet Iron Fist: The China Tech Crackdown (Aswath Damodaran)
- China’s Tech Crackdown: Its about Control, not Consumers or Competition! (aswathdamodaran)
- Researchers Infect Volunteers With Coronavirus, Hoping to Conquer Covid-19 (Wall Street Journal)
- Learning from John D Rockefeller (mastersinvest)
- Investors Are Ignoring the Tax Elephant in the Room (Barron’s)
- Multiplying Crackdowns Haven’t Stopped Cash Pouring Into China (Bloomberg)
- Taylor Morrison Home Stock Trails Its Peers. But in a Hot Market, It’s a Value Play. (Barron’s)
- Private equity is leveraged equity (Financial Times)
- Biotech Is Due for a Comeback. 5 Stocks That Could Lead a Revival. (Barron’s)
- Emerging-Market Stocks Are Battered. (Barron’s)
- Sell Rosh Hashanah, Buy Yom Kippur: What Does The Market Adage Look Like In 2021? (Benzinga)
- 5 Very Well-Known Hot Stocks to Buy Under $10 With Huge Upside Potential (24/7 Wall Street)
- Netflix Stock Gets a Boost on News That It Will Stream ‘Seinfeld’ (Barron’s)
- Is the Stock Market in a Bubble? Don’t Bet on It. (Barron’s)
- Price-Innovation Cycles & Speculators (investoramnesia)
- Why 2021 Is the Kind of Year to Banish the September Stock Blues (Barron’s)
- NFT marketplace OpenSea records $3.4 billion transaction volume in August, 10 times the month before (MarketWatch)
- The Stock Market Could Struggle This Fall, Strategists Say. Buy Quality. (Barron’s)
- SEC’s Gary Gensler Has a Big, New Vision for the Stock Market. There Are Too Many ‘Inherent Conflicts of Interest.’ (Barron’s)
- China’s Xi Had a Very Busy Week. Here’s What He Said and Did (Bloomberg)
- ‘People just aren’t applying’: Why the restaurant industry created no new jobs last month (MarketWatch)
- Jobs Won’t Look Great in September, Either (Wall Street Journal)
- Banks and investors gear up for US corporate debt binge (Financial Times)
- Investing in the Dividend Aristocrats from 2011 (dividendgrowthinvestor)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 98
Article referenced in VideoCast above:
The “Chasing After You” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 88
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Tom Hayes – Quoted in Reuters article – 9/3/2021
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
Be in the know. 12 key reads for Friday…
- Alibaba, Tencent Look Cheap Even With China Crackdown Risks, NYU Professor Says (Bloomberg)
- US August payrolls rise much less than expected, while wages heat up (Reuters)
- Why 5 of the Highest-Yielding Dividend Aristocrats May Be the Safest Bet for Rest of 2021 (24/7 Wall Street)
- Why European stocks may be a good alternative to high U.S. valuations (MarketWatch)
- Investors Are Ignoring the Tax Elephant in the Room (Barron’s)
- US added 235K jobs in August, way below expectations of 720K (New York Post)
- The Hard Road Back. The Energy Report 09/03/2021 (Phil Flynn)
- Joe Manchin Calls for Pause in Democrats’ $3.5 Trillion Spending Push (Wall Street Journal)
- Alibaba Pledges $15.5 Billion as Chinese Companies Extol Beijing’s ‘Common Prosperity’ Push (Wall Street Journal)
- Here’s the chart that shows what’s about to happen in the jobs market (marketwatch)
- The Netflix Show That Turbocharged Formula One (Wall Street Journal)
- China’s stock trading volume surges above 1 trillion yuan for weeks as other investment options dry up (CNBC)