- Forecasts that U.S. economy would add a million jobs in April fail to materialize as unemployment rate ticks upward (MarketWatch)
- Here’s the catalyst that could shift the market debate from selling the news to buying the dip (MarketWatch)
- It Isn’t a New Era for Productivity Yet (Wall Street Journal)
- Biden’s Vaccine Patent Move: Watch Out for Side Effects (Wall Streeet Journal)
- Pfizer and BioNTech start process of seeking full FDA approval of their COVID-19 vaccine (MarketWatch)
- Fed’s Kaplan wants taper talk ‘sooner rather than later’ (StreetInsider)
- 5 Goldman Sachs Conviction List Growth Stocks to Buy Also Pay Big Dividends (247wallst)
- Fed warns of hidden leverage lurking in financial system (Financial Times)
- Stock buybacks top $200 billion in April, the second highest monthly total since Republican tax revamp of 2017 (MarketWatch)
- Millions Are Unemployed. Why Can’t Companies Find Workers? (Wall Street Journal)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 81
Article referenced in VideoCast above:
The Clash, “Should I Stay or Should I Go” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 71
Article referenced in podcast above:
The Clash, “Should I Stay or Should I Go” Stock Market (and Sentiment Results)…
Hedge Fund Tips (PCN) – Position Completion Notification
Hedge Fund Tips (PCN) – Position Completion Notification
Where is money flowing today?
Be in the know. 12 key reads for Thursday…
- Why More Electric Vehicles Don’t Pose a Threat to Oil (Barron’s)
- Nikola Stock Rallies On Big Order Ahead Of Earnings Report (Investor’s Business Daily)
- Pfizer Will Meet Growth Goals Even Without Vaccine Sales, CFO Says (Barron’s)
- Planning a Vacation This Summer? European Vaccinations Are Picking Up, Says Goldman Sachs. (Barron’s)
- Everything Screams Inflation (Wall Street Journal)
- Get Ready for a Blockbuster Jobs Report of 1 Million or More (Barron’s)
- Services Gains Point to Global Economic Pickup Despite Covid-19 Flare-Ups (Wall Street Journal)
- Workers file 498,000 new jobless claims as US hits pandemic low (New York Post)
- Broadway Is Reopening. But Not Until September. (New York Times)
- Fed Officials Tamp Down Overheating Worries as Investors Fret (New York Times)
- Companies Warn of U.S. Labor Shortages Economists Call Temporary (Bloomberg)
- Moderna says early data shows Covid vaccine is 96% effective in teens (CNBC)
The Clash, “Should I Stay or Should I Go” Stock Market (and Sentiment Results)…
With several conflicting messages (regarding tapering) from the Fed and Treasury this week, the best song to capture current sentiment is, “Should I Stay or Should I go” by The Clash. Continue reading “The Clash, “Should I Stay or Should I Go” Stock Market (and Sentiment Results)…”
Where is money flowing today?
Be in the know. 30 key reads for Wednesday…
- Yellen Says She Isn’t Predicting Higher Interest Rates (Wall Street Journal)
- 10 Reasons to Buy Bank Stocks (Barron’s)
- Electric vehicles and renewables will need a dramatic rise in mineral supply, IEA warns (CNBC)
- Higher Taxes Won’t Squash the Biden Boom (Wall Street Journal)
- Vaccine Rollouts Are a Key Ingredient for Big Food (Wall Street Journal)
- Yellen’s Interest-Rate Comment Illustrates the Market’s Greatest Worry (Wall Street Journal)
- U.S. LNG Club Could Get More Exclusive (Wall Street Journal)
- Biden Aims to Get 70% of Adults at Least One Covid-19 Vaccine Dose by July 4 (Wall Streeet Journal)
- Pfizer Expects Vaccine Will Be “Durable Revenue Stream” As It Seeks Approval For Children 2 To 11 (ZeroHedge)
- Europe’s Vaccine Rollout Relies Heavily On Pfizer/BioNTech (ZeroHedge)
- Pfizer Reaps Hundreds of Millions in Profits From Covid Vaccine (New York Times)
- Boeing-backed start-up Wisk inks first deal to operate air taxis in the U.S. (CNBC)
- Washington shies away from declaration to defend Taiwan (Financial Times)
- Fed’s Evans says policy likely on hold for some time (Reuters)
- U.S. private payrolls post biggest gain in seven months in April (Reuters)
- Bitcoin will soon be available through hundreds of US banks in a partnership with crypto firm NYDIG, report says (Business Insider)
- BofA Securities Upgrades ConocoPhillips (COP) to Buy for 3 Reasons (streetinsider)
- Lyft Shares Rally As March Quarter Results Top Guidance (Barron’s)
- Hedge funds had become ‘extreme’ sellers of stocks even before Yellen’s interest-rate remarks. Here’s why. (MarketWatch)
- The Untold Story of How Jeff Bezos Beat the Tabloids (Bloomberg)
- Jessica Alba’s Honest Co. IPO valued at $1.4 billion (Fox Business)
- Cobalt price jump underscores reliance on metal for electric vehicle batteries (Financial Times)
- Krispy Kreme files for IPO (New York Post)
- Canada authorizes Pfizer’s COVID-19 vaccine for kids between the ages of 12 and 15 years old (MarketWatch)
- Foil Maker Reynolds Sees Three Rounds of Price Hikes in 2021 (Bloomberg)
- Fed’s Kaplan, in interview, says it’s time to open discussion on tapping brakes on central-bank support for economy (MarketWatch)
- Pfizer’s next play: A vaccine maker and pandemic ‘partner’ to governments (MarketWatch)
- Suburban Homes and Retail Are the Budding New Office Hotspot (Wall Street Journal)
- The Man With More SPACs Than Anyone (Wall Street Journal)
- Jamie Dimon on Booming Economy and Finally Getting Off Zoom (Wall Street Journal)