Be in the know. 10 key reads for Monday…

  1. Mortgage Investors Look Back to the Future (Wall Street Journal)
  2. The Uberization of Private Jets Might Be Here to Stay (Wall Street Journal)
  3. Nikkei Breaks Through 30,000 Level As Global Rally Continues With U.S. (Barron’s)
  4. This Is Where the Real Stock Market Bubble Is (Barron’s)
  5. Oil futures reach 13-month high as global stocks advance with U.S. markets shut (MarketWatch)
  6. The Pandemic Could Be ‘Effectively’ Over by April, According to J.P. Morgan (Barron’s)
  7. Wall Street’s fear index is on the verge of closing below a key level that signals more upside ahead for the stock market, Fundstrat says (Business Insider)
  8. Cold Weather Cuts Permian Oil Output by 1 Million Barrels a Day (Bloomberg)
  9. JPMorgan’s Barometer Says Markets Most Complacent in Two Decades (Bloomberg)
  10. Forecasters Lift Expectations for 2021 Economic Growth (Wall Street Journal)

Be in the know. 10 key reads for Sunday…

  1. Speculative Traders Add Billions to ‘Meme’ Stocks at New Records (bloomberg)
  2. What’s Amazon’s Secret? (New York Times)
  3. ECRI Weekly Leading Index Update (advisorperspectives)
  4. BOND YIELDS CONTINUE TO CLIMB — THAT’S HELPING BANK STOCKS (stockcharts)
  5. No Car Sold Faster in America This January Than the C8 Corvette (RobbReport)
  6. Elon Musk on Joe Rogan: Tesla Roadster to ‘Hover’ and Why Musk Spends ‘Zero’ Time Thinking About Aliens (Maxim)
  7. It’s high time for the U.S. to build a high-speed rail network (digitaltrends)
  8. Taylor Swift Misses the Old Taylor Swift, Too (theatlantic)
  9. Maybe YOU’RE Overbought (allstarcharts)
  10. Baby Boomers Could Start Demanding Cash to Own FANG Stocks (bloomberg)

Be in the know. 30 key reads for Saturday…

  1. JPMorgan Predicts That The Biggest Short Squeeze Yet Begins Next Month (ZeroHedge)
  2. ‘Digital tulip’ or new asset class? Bitcoin’s bid to go mainstream (Financial Times)
  3. Nordstrom shares soar with one analyst group upbeat about the luxury retailer’s post-COVID prospects (MarketWatch)
  4. The Transcript 02.08.21 (theweeklytranscript)
  5. Yellen signals US return to multilateralism in first G7 meeting (Financial Times)
  6. Google Agrees To $76 Million Settlement With French Publishers (ZeroHedge)
  7. Madison Square Garden exec says arena reopening ‘earlier than expected’ (New York Post)
  8. CDC releases new guidance for US school reopenings (Financial Times)
  9. More Than 168 Million Shots Given: Covid-19 Vaccine Tracker (Bloomberg)
  10. SPACs used to be a joke in Silicon Valley — now they’re going mainstream (CNBC)
  11. The GameStop mania might be over, but retail investors look here to stay (CNBC)
  12. Maryland Approves Country’s First Tax on Big Tech’s Ad Revenue (New York Post)
  13.  Stock market stoked by stimulus hopes — here’s what investors are counting on (MarketWatch)
  14. Airlines Will Emerge From Turbulence. This One Looks Like the Best Bet. (Barron’s)
  15. Mark Mobius: Emerging Markets Will Outperform After Covid (Barron’s)
  16. Dan Loeb: Fourth Quarter 2020 Investor Letter (ThirdPoint)
  17. Investors pour record $58bn into global stock funds in single week (Financial Times)
  18. A Drop in the ‘Fear Gauge’ Could Boost Stocks. Watch This Number. (Barron’s)
  19. $70 Oil Now Likely, Prominent Analyst Says (Barron’s)
  20. Value is not a factor but a philosophy (Pzena)
  21. The Stock Market Keeps Rising. The Reasons to Be Hopeful Are Also the Reasons to Worry. (Barron’s)
  22. China Bulls Are Running as Year of the Ox Dawns (Barron’s)
  23. 12 Life Lessons From Mathematician and Philosopher Gian-Carlo Rota (Farnam Street)
  24. Coty Stock Tumbled After Earnings. It’s Time to Buy. (Barron’s)
  25. Energy Stocks Still Offer Plenty of Value (Barron’s)
  26. 10-year U.S. Treasury yield surges to highest level in nearly a year (MarketWatch)
  27. Biden climate change fight to fuel commodities supercycle (FoxBusiness)
  28. Should Traders Buy the Dip on Kellogg Stock After Q4 Earnings Miss? (schaeffersresearch)
  29. The Biggest Risk Is Rising Interest Rates (themarket)
  30. Pete Najarian Sees Unusual Option Activity In Wells Fargo And Carnival (Benzinga)

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 69

Article referenced in VideoCast above:

The Bob Dylan, “Knockin’ on Heaven’s Door” Stock Market (and Sentiment Results)…

Hedge Fund Tips with Tom Hayes – Podcast – Episode 59

Article referenced in podcast above:

The Bob Dylan, “Knockin’ on Heaven’s Door” Stock Market (and Sentiment Results)…