Hedge Fund Tips with Tom Hayes – VideoCast – Episode 85

Article referenced in VideoCast above:

The “My Thang” Stock Market (and Sentiment Results)…

Be in the know. 25 key reads for Friday…

  1. FDA’s Call on Biogen’s Alzheimer’s Drug Is Coming Soon (Barron’s)
  2. Viva Las Vegas: Sin City Presses Its Luck in the Postpandemic Era (Barron’s)
  3. May’s Employment Report Is Another Disappointment (Barron’s)
  4. Buy Take-Two Interactive Because a Whole Lot of Videogames Are in the Works (Barron’s)
  5. Alibaba, Alphabet, and Amazon Stock Are Bargains, This Value Manager Says (Barron’s)
  6. How Pitchers Are Conquering Baseball’s Home Run Revolution (Wall Street Journal)
  7. Ant to Change How It Makes Loans With New Consumer-Finance Company (Wall Street Journal)
  8. Services Boom? You Ain’t Seen Nothing Yet (Wall Street Journal)
  9. Biden Narrows Infrastructure Request, but Hurdles Remain for Bipartisan Deal (New York Times)
  10. The Momentum Is With Active Fund Managers for Now (Bloomberg)
  11. Texas Rising: Hedge Funds, Big Tech Drive Lone Star Wealth Boom (Bloomberg)
  12. Palantir gets aggressive in SPAC investments, backing digital health, aviation and robot companies (CNBC)
  13. Billionaire hedge-fund manager Julian Robertson endorses high-flying US tech stocks — and says their valuations aren’t lofty (Business Insider)
  14. Apple’s Big Show May Not Be Enough (Wall Street Journal)
  15. Cloud Software’s Low-Hanging Fruit Is a Tempting Target (Wall Street Journal)
  16. Apple stock on track for longest weekly losing streak in more than 2 1/2 years (MarketWatch)
  17. Is the Fed ‘tightening cycle’ already happening? (MarketWatch)
  18. Italian Artist Sells Invisible Sculpture For $18,000 (ZeroHedge)
  19. Strong Inflows to Cash Continue, Largest Selling of Tech Stocks Since December 2018 – BofA’s Flow Show (Street Insider)
  20. Northrop Grumman (NOC) Upgraded to ‘Buy’ at Stifel on Compelling Valuation (Street Insider)
  21. Apple’s (AAPL) WWDC Unlikely to Blunt the Deceleration Narrative – Wolfe Research (Street Insider)
  22. Biden open to dropping corporation tax rise in infrastructure talks (Financial Times)
  23. UK approves Pfizer jab for younger adolescents (Financial Times)
  24. Tiger’s Julian Robertson bets big tech stocks will keep marching higher (Finaicial Times)
  25. Washington to bar US investors from 59 Chinese companies (Financial Times)