Article referenced in podcast above:
The Dua Lipa “Did a full 180” Stock Market (and Sentiment Results)…
Added Data Table Referenced in this Episode:
Where is money flowing today?
Be in the know. 12 key reads for Friday…
- Here’s what the Fed will do next, according to a Goldman Sachs economist (MarketWatch)
- BAE Systems Stock Should Be on Investors’ Radar. Here’s Why. (Barron’s)
- The Market May Have Gotten Ahead of Itself. But Cyclicals Still Look Cheap. (Barron’s)
- Sales Challenges Prove that Luxury Carmakers Aren’t Covid-Immune (Barron’s)
- Tesla’s Elon Musk just scored this massive payday (Fox Business)
- The Dirty Secret of Asset Management: It’s Doing…Okay? (Institutional Investor)
- How investors learnt to love the rally in stocks (Financial Times)
- Alan Jackson is the latest country star to play outdoor drive-in concerts (USA Today)
- Scientists Question Study Linking Malaria Drugs to Covid Risks (Bloomberg)
- Americans Have Stopped Thinking the Economy Is Getting Worse (Bloomberg)
- Sweden’s Economy Grew Last Quarter, Adding to Covid-19 Debate (Bloomberg)
- Mnuchin’s $29 Billion Loan Fund Untapped as Airlines Eye Rebound (Bloomberg)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Unusual Options Activity – Expedia Group, Inc. (EXPE)
Data Source: barchart
Today some institution/fund purchased 8,950 contracts of Jan 2022 $110 strike calls (or the right to buy 895,000 shares of Expedia Group, Inc. (EXPE) at $110). The open interest was just 217 prior to this purchase. Continue reading “Unusual Options Activity – Expedia Group, Inc. (EXPE)”
Insider Buying in Royal Caribbean Cruises Ltd. (RCL)
Where is money flowing today?
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Be in the know. 20 key reads for Thursday…
- Boeing Restarts 737 Max Production As Massive Job Cuts Detailed (Investor’s Business Daily)
- The Dua Lipa “Did a full 180” Stock Market (and Sentiment Results)… (ZeroHedge)
- Vacation rentals around the world have jumped 127% since early April in a sign that people are slowly starting to travel again (Business Insider)
- Why Ackman Sold His Berkshire Hathaway Stake (Barron’s)
- Regal Owner Cineworld to Reopen Cinemas in July. That’s Not The Only Reason The Stock Is Soaring. (Barron’s)
- Battered Delta Stock Could Take Off. Here’s How to Play It. (Barron’s)
- Papa John’s second record sales month sends stocks soaring (New York Post)
- Apple Lands Martin Scorsese Movie Starring Leonardo DiCaprio and Robert DeNiro (Wall Street Journal)
- Facebook’s Mark Zuckerberg on Twitter fact-checking Trump: Companies shouldn’t serve as ‘arbiter of truth’ (USA Today)
- Roche Partners With Gilead in Covid Trial of Drug Combination (Bloomberg)
- Jamie Dimon Captures the Stock Market Moment (Bloomberg)
- With M&A Dead, Wall Street Bankers Keep Busy With Stock Sales (Bloomberg)
- Jobless claims rise over 2 million again but data offer glimmer of hope (MarketWatch)
- Bank of America CEO Brian Moynihan says U.S. economy starting to ‘come out of the hole’ (CNBC)
- Dollar General (DG) Tops Q1 EPS by 86c, Same-Store Sales Increased 21.7% (Street Insider)
- Toll Brothers (TOL) Tops Q2 EPS by 11c (Street Insider)
- 4 Dow Stocks to Buy Now That Have Lagged the Huge Rally (24/7 Wall Street)
- Ex-White House adviser Gary Cohn: Congress must act to help US recovery (Fox Business)
- Zuckerberg and Dorsey clash as Trump order looms (Financial Times)
- Hedge Funds Said One Thing. Their Portfolios Show Another. (Institutional Investor)
The Dua Lipa “Did a full 180” Stock Market (and Sentiment Results)…
This week I had the pleasure of my 5 and 7 year old daughters treating me to view their “dance party.” As I listened to one of the songs on their playlist, I couldn’t help but make the connection to the Stock Market’s behavior since the March 23rd lows. Here’s how Dua Lipa put it in her song “Don’t Start Now”: Continue reading “The Dua Lipa “Did a full 180” Stock Market (and Sentiment Results)…”