Be in the know. 25 key reads for Saturday…
- Tech Stocks Power Market to Record on All-Clear From Treasuries (Bloomberg)
- SEC chief readies ‘woke’ rules and plan to curtail market’s ‘gamification’ (Fox Business)
- Biogen’s Alzheimer’s Drug Opens Up a New Market. These Stocks Could Benefit. (Barron’s)
- What to Expect From the Federal Reserve Meeting (Barron’s)
- Even if Wages Surge, Inflation Might Not Follow (Barron’s)
- Honeywell Does a Quantum Computing Deal. Is This the New Age of Computing? (Barron’s)
- Congress looks to break up Big Tech with bold new antitrust bills (New York Post)
- World hasn’t reached peak oil: Demand to exceed pre-COVID levels (New York Post)
- AMC board members sold nearly $4 million worth of stock this week (New York Post)
- G-7 Poised to Counter China’s Effort to Gain Worldwide Influence (Bloomberg)
- Saudi Arabia Takes Bullish Oil Message Straight to Wall Street (Bloomberg)
- Ariel Investments’ John Rogers touted value stocks, trumpeted Barack Obama’s investing potential, and reflected on beating Michael Jordan at basketball (Business Insider)
- China says US revoking of TikTok, WeChat ban a ‘positive step’ (USA Today)
- Inflation scare? Look at this chart before freaking out (MarketWatch)
- Natural-gas futures settle at highest since October; U.S. oil prices post a rally for the week (MarketWatch)
- Consumers at Their Most Optimistic Since Covid Hit. Inflation Remains Wild Card. (Barron’s)
- Don’t Expect $100 Oil Anytime Soon (Barron’s)
- Mexican Stocks Gain Appeal as President AMLO Loses Popularity (Barron’s)
- ‘Momentum’ Stocks Are a Mess. Why It’s Time to Buy Them Now. (Barron’s)
- Boeing Offloads Unclaimed MAX Jets as Air Travel Recovers (Wall Street Journal)
- Novak Djokovic Outlasts Rafael Nadal at the French Open (Wall Street Journal)
- What Does the Bond Market Know About Inflation? (Wall Street Journal)
- The vanishing billionaire: how Jack Ma fell foul of Xi Jinping (Financial Times)
- 15 More Undervalued Stocks with Momentum (Morningstar)
- The Rise of SPACs: IPO Disruptors or Blank Check Distortions? (aswathdamodaran)
Tom Hayes – The Claman Countdown – Fox Business Appearance – 6/11/2021
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 86
Hedge Fund Tips with Tom Hayes – Podcast – Episode 76
Where is money flowing today?
Quote of the Day…
Be in the know. 20 key reads for Friday…
- Is this the Manchin rally? Bonds are rising and stocks at record high as spending expectations wane (MarketWatch)
- ‘Ferris Bueller’s Day Off’ turns 35: Secrets behind the most iconic lines (New York Post)
- Didi Chuxing, China’s Ride-Hailing Giant, Unveils U.S. IPO Filing (Wall Street Journal)
- S. Lifts Some Iran Sanctions Amid Stalled Nuclear Talks (Wall Street Journal)
- Pay Attention to Profit Margins. Here’s Why. (Barron’s)
- Banks Are About to Hand Out Cash. How to Play It. (Barron’s)
- Vertex Shares Fall as Drug Fails. Analysts Say It’s Time to Buy. (Barron’s)
- S. Inflation Is Highest in 13 Years as Prices Surge 5% (Wall Street Journal)
- Amazon Faces Possible $425 Million EU Privacy Fine (Wall Street Journal)
- China Passes Law to Counter Foreign Sanctions (Wall Street Journal)
- Earmarks Are Back, Baby (Wall Street Journal)
- Another reason for worker shortages: Americans are starting businesses (USA Today)
- Merkel Says Biden Shows Multilateralism Is Back: G-7 Update (Bloomberg)
- Powell Gets Wall Street Buy-In to View That Inflation Won’t Last (Bloomberg)
- What the World’s Most Successful Real Estate Investor Is Buying (Bloomberg)
- Big Tech Is Going Public in India (Wall Street Journal)
- Great value rotation may already be over as investors embrace tech again (CNBC)
- Why the 5 Highest-Yielding Dow Stocks Are Great Second-Half Buys (24/7 Wall Street)
- The bond market says ‘meh’ (Financial Times)
- Meme Stocks’ Latest Frenzy Isn’t About a Short Squeeze (Wall Street Journal)
Tom Hayes – Quoted in Reuters article – 6/10/2021
Thanks to Herb Lash for including me in his article on Reuters today. You can find it here:
