Hedge Fund Tips with Tom Hayes – Podcast – Episode 73

Article referenced in podcast above:

The Weeknd’s “Save Your Tears” Stock Market (and Sentiment Results)…

Unusual Options Activity – Alibaba Group Holding Limited (BABA)

Data Source: barchart

Today some institution/fund purchased 904 contracts of Nov $200 strike calls (or the right to buy 90,400 shares of Alibaba Group Holding Limited (BABA) at $200). The open interest was just 291 prior to this purchase. Continue reading “Unusual Options Activity – Alibaba Group Holding Limited (BABA)”

Be in the know. 10 key reads for Friday…

  1. Little Island, NYC’s new floating park, is a marvel (New York Post)
  2. BioNTech Says Covid-19 Vaccine Likely to Be Effective Against Indian Virus Variant (Barron’s)
  3. SoftBank Answered Critics With a Strong Turnaround. Its CEO Explains What Comes Next. (Barron’s)
  4. GE Has Tailwinds With Renewable Power and on Wall Street (Barron’s)
  5. Israel, Hamas Cease-Fire Begins After 11 Days of Conflict (Wall Street Journal)
  6. Ford’s F-150 Lightning Electric Pickup Truck Undercuts Rivals With $40,000 Starting Price (Wall Street Journal)
  7. These energy stocks are expected by Wall Street to rise up to 37% over the next year (MarketWatch)
  8. Rolls-Royce Renews Call for $2.8 Billion to Build U.K. Reactors (Bloomberg)
  9. 22 States Now Dropping $300 Weekly Unemployment Boost Amid Mounting Job Shortage (ZeroHedge)
  10. BofA Securities Channel Checks Suggest Upside for salesforce.com (CRM) (Street Insider)

Be in the know. 15 key reads for Thursday…

  1. As Summer Driving Season Starts, Gas Prices Surge (Barron’s)
  2. 5 Biopharma Stocks That Are Cheap and Growing (Barron’s)
  3. Nasdaq Shrugs Off ‘Tapering Talk’ (Barron’s)
  4. Tencent Earnings Power Through Tech Crackdown (Wall Street Journal)
  5. Salesforce Stock Gets a Boost as Morgan Stanley Turns Bullish After Sharp Drop (Barron’s)
  6. Netflix Stock Has Been Stuck in a Rut. Why One Analyst Offers Rave Reviews. (Barron’s)
  7. Tesla To Deliver Model S Plaid On June 3; Musk Calls It ‘Fastest Production Car Ever’ (Benzinga)
  8. Amid a Bear Market in SPACs, Hedge Funds Stuck With Them (Institutional Investor)
  9. Fed Officials Hinted They Might Soon Talk About Slowing Bond-Buying (New York Times)
  10. Unemployment claims continue to fall as states slash extra benefits (New York Post)
  11. Hedge Fund Picks at Sohn 2020 Show Perils of Covid Investing (Bloomberg)
  12. Step Inside the ‘Little Island,’ Barry Diller’s $260 Million Public Park (Bloomberg)
  13. BofA Securities Channel Checks Suggest Upside for salesforce.com (CRM) (StreetInsider)
  14. Philly Fed factory activity grows at slower pace in May (Reuters)
  15. Forget the crypto chaos. Look at this underappreciated sector for stock-market gains, says strategist. (MarketWatch)