Data Source: Finviz
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Be in the know. 20 key reads for Wednesday…
- The GameStop Phenomenon Is Hardly New. Here’s How a Similar Squeeze Played Out in 1923. (Barron’s)
- High-speed traders reap windfall from retail investor boom (Financial Times)
- Should Investors Root For Tom Brady Or Patrick Mahomes? (LPL Research)
- Meet Andy Jassy, the man taking over Jeff Bezos’ role as Amazon CEO (New York Post)
- A Look Back at a Year of Economic Extremes, in 10 Charts (Barron’s)
- Golden Globe nominations 2021: See the full list of nominees (New York Post)
- Robinhood’s C.E.O. Is in the Hot Seat (New York Times)
- The stock market’s bull run will continue despite short-selling in ‘meme’ stocks, UBS says (Business Insider)
- A perfect storm is brewing for interest rates to surge, says this bond expert (MarketWatch)
- U.S. private payrolls rebounded in January – ADP (Reuters)
- As Jeff Bezos steps aside, what comes next for Amazon? (Financial Times)
- Kia Shares Surge Overnight After Report Of $3.6 Billion Investment From Apple (ZeroHedge)
- How Mario Draghi Could Change Italy—but Also Europe (Barron’s)
- ‘Let them trade’: Washington struggles with Robinhood politics (Financial Times)
- Hedge-Fund Manager Ackman Raises Bet on Housing in Texas, Hawaii, Las Vegas (Wall Street Journal)
- GlaxoSmithKline Will Develop Next-Generation Vaccine With CureVac (Barron’s)
- Emerging Markets May Already Have Reached Their Peak for 2021, Morgan Stanley Says (Barron’s)
- Bezos Is Stepping Down as Amazon CEO. Here’s What He Achieved Over 26 Years. (Barron’s)
- Here Are 6 Utility Stocks With Reliably Fast-Growing Dividends (Barron’s)
- Two Small-Time Investors Were Buying GameStop Stock Before It Was Cool (Wall Street Journal)
Tom Hayes – Cheddar TV Appearance – 2/3/2021
Tom Hayes – The Claman Countdown – Fox Business Appearance – 2/2/2021
Where is money flowing today?
Tom Hayes – Quoted in Reuters article – 2/2/2021
Thanks to Herbert Lash and Tom Arnold for including me in their article on Reuters today. You can find it here:
Be in the know. 20 key reads for Tuesday…
- Groundhog Day 2021: Punxsutawney Phil predicts winter will hang on (New York Post)
- Reddit Trades Crumble as GameStop, AMC and Silver Plunge (Bloomberg)
- Silver prices plunge after hitting eight-year high (Yahoo! Finance)
- Pfizer Just Reported Earnings. Here’s the One Number to Notice. (Barron’s)
- Exxon Creates New Low-Carbon Business (Barron’s)
- UPS’s Earnings Came in Strong. The Stock Is Rising. (Barron’s)
- U.S. Economy Is Expected to Reach Pre-Pandemic Peak by Mid-2021 (Wall Street Journal)
- Energy company Baker Hughes is ‘cautiously optimistic’ on the outlook for demand (CNBC)
- India’s budget could help lift economic growth above 8% in a couple years, top economic advisor says (CNBC)
- ‘Expect results well above consensus’: Here’s what 4 Wall Street banks expect from Amazon’s 4th-quarter earnings report (Business Insider)
- Exxon-Chevron Tie-Up Not as Crazy as It Sounds (WallStreetJournal)
- GameStop Day Traders Are Moving Into SPACs (Wall Street Journal)
- Why the WallStreetBets crowd isn’t scaring JPMorgan or Goldman away from stocks (MarketWatch)
- Opinion: Short-sellers were pulling back even before Reddit’s GameStop squeeze (MarketWatch)
- Here’s what’s in the $600 billion relief plan from 10 Republican senators (MarketWatch)
- Wintry Weather Lifts Natural-Gas Prices (Wall Street Journal)
- Tracking Joe Biden’s Cabinet Nominees (Bloomberg)
- Biden’s Stimulus Hopes May Depend on ‘Reconciliation’ (Bloomberg)
- Dallas Fed President Kaplan stresses need for more spending to keep economic recovery going (CNBC)
- WTI Crude Hits $55, A One-Year High After Mixed OPEC Data (ZeroHedge)
Tom Hayes – Quoted in Yahoo! Finance article – 2/2/2021
Thanks to Saleha Riaz for including me in her article on Yahoo! Finance today. You can find it here:
Consumer Discretionary (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Consumer Discretionary Sector ETF (XLY) top 30 weighted stocks. Continue reading “Consumer Discretionary (top 30 weights) Earnings Estimates/Revisions”