Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 15 key reads for Tuesday…
- Shell, Exxon Look to Profit From Capturing Customers’ Carbon Emissions (Wall Street Journal)
- Central Banks Are Trying to Muscle Aside Bitcoin (Barron’s)
- Procter & Gamble earnings beat as consumers hang on to pandemic cleaning habits; price hikes ahead (CNBC)
- Company earnings are rebounding, but anything short of perfect could be trouble. (New York Times)
- You’ve Come a Long Way. The Energy Report 04/20/2021 (Phil Flynn)
- The Rage of Carson Block (institutional investor)
- Natural gas producer EQT backs Biden’s methane crackdown (Financial Times)
- Johnson & Johnson Just Reported Earnings. This Number Is Critical. (Barron’s)
- 10 Stocks That Could Get Hit by Higher Taxes (Barron’s)
- Why the Reflation Trade Remains a Good Bet (Barron’s)
- These 6 Commercial REITs Are Too Cheap, Morgan Stanley Says (Barron’s)
- Lockheed Produced a Strong Quarter. (Barron’s)
- P&G Flags Price Increases as Earnings Beat Forecasts (Barron’s)
- These 20 Affordable European Companies May See Earnings Surge (Barron’s)
- Stock Shorts Collapse as No Hedge Fund Wants ‘Head Ripped Off’ (Bloomberg)
Where is money flowing today?
Tom Hayes – Quoted in Reuters article – 4/19/2021
Thanks to Shivani Kumaresan for including me in her article on Reuters today. You can find it here:
Be in the know. 20 key reads for Monday…
- More Stocks Are Participating in Rally, an Encouraging Sign for Bull Market (Wall Street Journal)
- S&P 500, Dow set to ease from record levels; Coca-Cola rises on results (Reuters)
- Nearly half of Americans are too nervous to invest in stocks right now, new survey shows (Business Insider)
- John Hempton on What It’s Like To Short Right Now (Podcast) (Bloomberg)
- Why did the Fed print so much money? Thomas Hayes on valuations, and best stock sectors (KITCO)
- Feel the Earth. The Energy Report 04/19/2021 (Phil Flynn)
- Here’s a technical analyst’s explanation of the short squeeze driving bonds (MarketWatch)
- Consumer Staples Stocks Had a Rough Year. We Found 3 Potential Winners. (Barron’s)
- Economic Growth Is Set to Surge. Hiring Might Not Keep Up. (Wall Street Journal)
- BP Wants to Stop Burning Off Gas in America’s Top Oil Field (Wall Street Journal)
- The New York Power Lunch Is Back, With New Rules (Wall Street Journal)
- Employers are chasing candidates amid worker shortages (USA Today)
- Tesla Runs on Faith, Exxon Runs on Discipline. Only One Is Right (Bloomberg)
- Fauci expects J&J COVID-19 vaccines to be back in use by Friday (MarketWatch)
- Coca-Cola beats on earnings, says demand in March hit pre-Covid levels (CNBC)
- Stocks are booming higher, but traders are having a harder time making money (CNBC)
- Investors should be ‘aggressively buying’ if stock market has pullback: Investment strategist (Fox Business)
- Citigroup to ramp up Chinese investment banking plan – source (streetinsider)
- Biogen (BIIB) Has Best Risk/Reward Over Next Couple of Years – Jefferies (streetinsider)
- CVS to offer three over-the-counter COVID-19 tests for use at home (Yahoo! Finance)
Tom Hayes – Kitco News Appearance – 4/16/2021
Russell 2000 (top weights) Earnings Estimates
In the spreadsheet above I have tracked the earnings estimates for the top weighted Russell 2000 small cap stocks. I have columns for what the 2021 estimates were on 2/18/2021 and today. Continue reading “Russell 2000 (top weights) Earnings Estimates”