Cheddar TV Appearance – Thomas Hayes – Chairman of Great Hill Capital – June 2, 2021
Be in the know. 20 key reads for Wednesday…
- U.S. Stocks Are Near Record Highs. Why It’s Time to Buy in Europe. (Barron’s)
- Futures Point to Flat Open as Investors Monitor Inflation (Cheddar)
- HP Enterprise Earnings Top Estimates, Sees First-Ever Double-Digit Sales Growth (Barron’s)
- Oil’s Sunset Years Could Be Profitable for Some (Wall Street Journal)
- U.S. labor market worse than it appears, Fed paper suggests (Reuters)
- Cathie Wood Buys Another $1.6M In Netflix And Trims Stake In Chipmaker NXP By $14.8M (Benzinga)
- Attention Biotech Investors: Mark Your Calendar For June PDUFA Dates (Benzinga)
- Why central bankers no longer agree how to handle inflation (Financial Times)
- Fed’s Bullard: US jobs market is tighter than it looks (Financial Times)
- Unhedged: Will value stocks save the day? (Financial Times)
- OPEC Plus agrees to add production as oil prices climb. (New York Times)
- Why China’s Most-Hated Internet Company Decided to Play Nice (New York Times)
- Energy Stocks Are on Fire and These 5 Pay Lavish and Reliable Dividends (247wallst)
- Costco is bringing back sample stations this week (CNBC)
- Opinion: Tech stocks are out of favor — 5 reasons to buy alongside the contrarians (MarketWatch)
- Tweedy Browne Comments on Alibaba (gurufocus)
- Hedge Funds Boost Short Bets, Escalating Retail-Trader Showdown (Bloomberg)
- Oil Price Rises to Two-Year High as OPEC and Allies See Higher Demand (Wall Street Journal)
- Brazil’s Economy Bounces Back to Pre-Pandemic Levels While Covid-19 Still Rages (Wall Street Journal)
- The Southwest Is America’s New Factory Hub. ‘Cranes Everywhere.’ (Wall Street Journal)
Tom Hayes – Quoted in U.S. News & World Report article – 6/1/2021
Thanks to Ellen Chang for including me in her article in U.S. News & World Report today. You can find it here:
Click Here to View The Full Article at U.S. News & World Report
Unusual Options Activity – iQIYI, Inc. (IQ)
Data Source: barchart
Today some institution/fund purchased 3,823 contracts of Dec $20 strike calls (or the right to buy 382,300 shares of iQIYI, Inc. (IQ) at $20). The open interest was just 211 prior to this purchase. Continue reading “Unusual Options Activity – iQIYI, Inc. (IQ)”
Where is money flowing today?
Tom Hayes – Quoted in Reuters article – 6/1/2021
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
Hedge Fund Tips (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 20 key reads for Tuesday…
- Krispy Kreme’s Sales Rise Ahead of Its Planned IPO (Bloomberg)
- 5 Stocks to Buy Now That May Be Huge 2021 Summertime Winners (247wallst)
- Reopen! The Energy Report 06/01/2021 (Phil Flynn)
- MLB, players’ union facing all-star lawsuit for pulling game out of Atlanta (Fox Business)
- The New York Office Market Is Coming Back. Here’s the Stock to Bet On. (Barron’s)
- Al Gore’s Firm Doubled Down on Alibaba (Barron’s)
- EQT CEO Says Natural Gas Is Key to Cleaner Energy (Barron’s)
- China Three-Child Policy Aims to Rejuvenate Aging Population (Wall Street Journal)
- Jobs Report Could Be Pivotal for Federal Reserve (Wall Street Journal)
- Small Businesses Have Surged in Black Communities. Was It the Stimulus? (New York Times)
- Employees Are Quitting Instead of Giving Up Working From Home (Bloomberg)
- Oil Highest Since 2018 With Iran Deal Elusive and OPEC Talks Due (Bloomberg)
- Investing legend Bill Gross says the Fed risks sinking the dollar if it persists with its ultra-easy policies (Business Insider)
- Dolly Parton Still Swears by Cheap Makeup (Wall Street Journal)
- Mark Cuban predicts DAOs will transform companies. Warren Buffett’s Berkshire Hathaway embraced the core ideas behind the latest crypto trend decades ago. (Business Insider)
- Brazil manufacturing PMI rebounds in May to three-month high -IHS Markit (Reuters)
- AMC Raises $230.5M Through Private Placement To Hedge Fund Mudrick: What Investors Need To Know (Benzinga)
- Nio Vs. XPeng: How Chinese EV Duo’s May Deliveries Stack Up (Benzinga)
- SPAC Pullback Pressures Creators to Find Quality Mergers (Wall Street Journal)
- How to Know When Inflation Is Here to Stay (Wall Street Journal)
