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)

Be in the know. 20 key reads for Thursday…

  1. What’s In Store For Biogen If Alzheimer’s Drug Gains FDA Approval? (Investor’s Business Daily)
  2. 2022 Defense Department Budget Bodes Well for 4 Top Stocks to Buy Now (247wallst)
  3. This Nobel Laureate In Physics Looks To The Next Huge Thing (Investor’s Business Daily)
  4. Alibaba, Alphabet, and Amazon Stock Are Bargains, This Value Manager Says (Barron’s)
  5. Discovery’s ‘K’ Shares Are One Way to Play the Merger With Warner Media (Barron’s)
  6. Business Travel Is Coming Back (Wall Street Journal)
  7. Traveling to Europe? Here’s What’s Open to U.S. Tourists (Wall Street Journal)
  8. Elon Musk’s Starlink Could Get Boost From German Subsidies (Wall Street Journal)
  9. No Grave Dancing for Sam Zell Now. He’s Paying Up for Hot Properties. (Wall Street Journal)
  10. The Fed announces plans to sell off its corporate bond holdings. (New York Times)
  11. AMC files to sell 11 million shares (CNBC)
  12. Jack Ma’s Ant Group gets China’s approval to operate consumer finance firm (CNBC)
  13. US weekly jobless claims tumble to new pandemic-era low of 385,000 (Business Insider)
  14. Fed’s Beige Book sees pickup in U.S. economic growth (MarketWatch)
  15. United Plans to Buy 15 Supersonic Planes (Wall Street Journal)
  16. Carbon Price Boom Attracts Investors to Emissions-Trading Market (Wall Street Journal)
  17. Tracking Covid-19 Vaccine Distribution (Wall Street Journal)
  18. World Food Prices at 10-Year Highs in May, Says United Nations Food Agency, Biggest Monthly Jump Since 2010 (Street Insider)
  19. Tellurian signs 10-year LNG agreement with Vitol for 3 MTPA (Reuters)
  20. Spac promoter Palihapitiya seeks $800m to target biotech companies (Financial Times)