Be in the know. 20 key reads for Friday…
- Elon Musk says he wants new Tesla Roadster to hover (New York Post)
- Junk-rated companies enjoy record-low US borrowing costs (Financial Times)
- Is the party over for top tech stocks? A decade of dominance is a long time in market history (Financial Times)
- Biden to press for $1.9 trillion COVID relief plan with governors, mayors (Reuters)
- BofA Securities Warns of 5% to 10% Sell-Off: 5 Safe Dividend Stocks to Buy Now (247wallst)
- Clean Tech Valuations Are Wildly Out of Sync With Company Profit (Yahoo! Finance)
- The worst stocks are doing the best (Yahoo! Finance)
- Why the U.K. Economy May Fast Be Turning the Corner (Barron’s)
- Spirit Airlines starts hiring pilots and flight attendants in hopes of a rebound (CNBC)
- Taylor Morrison CEO says the strength of housing market is broadening out (CNBC)
- Consumer staples stocks are the worst of 2021, but PepsiCo could double in 10 years, trader says (CNBC)
- The Bob Dylan, “Knockin’ on Heaven’s Door” Stock Market (and Sentiment Results)… (ZeroHedge)
- Carl Icahn Shows New 7.83% Stake in Bausch Health Companies (BHC) (Street Insider)
- The U.S. Will Be Swimming in Covid-19 Vaccines by Midsummer (Barron’s)
- Demand for Diesel Is Speeding Ahead. What That Says About the Economic Recovery. (Barron’s)
- U.S. Consumer Sentiment Unexpectedly Falls to a Six-Month Low (Bloomberg)
- Here’s the main reason Robinhood traders have been able to push stocks higher — and, no, it isn’t by squeezing hedge funds (MarketWatch)
- ‘All rallies in the dollar should be sold’ until this piece of the global economy changes (MarketWatch)
- Opinion: Why Buffett’s shareholder letter is required reading for investors — and other CEOs (MarketWatch)
- Winter Layoffs Show Early Signs of Easing (Wall Street Journal)
Unusual Options Activity – Energy Transfer LP (ET)
Data Source: barchart
Today some institution/fund purchased 15,371 contracts of July $6 strike calls (or the right to buy 1,537,100 shares of Energy Transfer LP (ET) at $6). The open interest was just 4,597 prior to this purchase. Continue reading “Unusual Options Activity – Energy Transfer LP (ET)”
Insider Buying in Anthem, Inc. (ANTM)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Be in the know. 35 key reads for Thursday…
- EVs Are the Lowest Climate Priority (Wall Street Journal)
- Janet Yellen says “misuse” of cryptocurrencies like bitcoin is a growing problem. The Treasury secretary said cryptocurrencies – which are booming – have been used to finance drugs and terrorism. (Business Insider)
- Morgan Stanley Sees a Looming Battery Supply Shortage That Could Impact Tesla’s (TSLA) Growth Curve (streetinsider)
- NIH (National Institutes of Health) Revises Treatment Guidelines for Ivermectin for the Treatment of COVID-19. Ivermectin is Now a Treatment Option for Health Care Providers (covid19criticalcare)
- Large-Cap Value Stocks Could Be Long-Term Winners. Think MetLife and Coca-Cola. (Barron’s)
- Energy stocks could surge 42% as oil prices extend one-year highs, Fundstrat’s Tom Lee says (Business Insider)
- Inhalable Remdesivir at Contacts or Early Onset Could Generate Large Growth for Remdesivir—Still inEarly Stages Investigation (trialsitenews)
- Hedge funds bet on oil’s ‘big comeback’ after pandemic hobbles producers (Reuters)
- The Science Behind Miracles (pocket)
- With Vaccines in More Drugstores, Pharmacies Go on Hiring Sprees (New York Times)
- The Fed Chair Is Worried About Getting People Back to Work (New York Times)
- Facebook Is Said to Be Building a Product to Compete With Clubhouse (New York Times)
- Next Stop for Electric-Vehicle SPAC Mania: the Jetsons (Wall Street Journal)
- 793,000 Americans filed for unemployment benefits last week (Fox Business)
- Dan Loeb of Third Point talks short selling madness (Fox Business)
- Microsoft approached Pinterest about a takeover (Financial Times)
- US banks push Fed for extension of Covid capital relief (Financial Times)
- Pot Stocks Are Flying High Again. It’s Not Just Reddit. (Barron’s)
- AstraZeneca aims to accelerate adaptation of vaccine for new Covid variants (Financial Times)
- Royal Dutch Shell Stock Looks Cheap as Oil Rebounds (Barron’s)
- Trivago’s Earnings Offer Hints of When and How Travel Will Return (Barron’s)
- Don’t Ban Private Prisons. Make Them Part of the Solution. (Barron’s)
- The fifth commodity supercycle has started, says highly-regarded JPMorgan strategist (MarketWatch)
- Polar Vortex Split Sends Propane Demand To Near Two Decade Highs (ZeroHedge)
- Direct indexing looks set to disrupt the retail ETF market (Financial Times)
- Good sign for economy: Employers add temps, hours (USA Today)
- What is Clubhouse, the buzzy new audio chat app? (USA Today)
- Americans’ Saved-Up Stimulus Checks Could Bring Economic Boost (Bloomberg)
- The Koenigsegg Gemera Has 1,700 Horsepower—and a Proper Back Seat (Bloomberg)
- Kraft Heinz shares rise after earnings beat, Planters deal with Hormel announced (marketwatch)
- Parents are set to be some of the biggest winners under the Biden administration. Here are 4 ways Democrats aim to support families. (businessinsider)
- How Covid led to a $60 billion global chip shortage for the auto industry (CNBC)
- It Can Be Surprisingly Affordable to Own a Watch Designed by Legend (bloomberg)
- The SPAC Boom, Visualized (Wall Street Journal)
- United Airlines to Buy 200 Flying Electric Taxis to Take You to the Airport (Wall Street Journal)
The Bob Dylan, “Knockin’ on Heaven’s Door” Stock Market (and Sentiment Results)…
This week we chose Bob Dylan’s classic, “Knockin’ on Heaven’s Door” to characterize the current status and sentiment of the Stock Market. Continue reading “The Bob Dylan, “Knockin’ on Heaven’s Door” Stock Market (and Sentiment Results)…”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Unusual Options Activity – Comstock Resources, Inc. (CRK)
Data Source: barchart
Today some institution/fund purchased 1,001 contracts of June $6 strike calls (or the right to buy 100,100 shares of Comstock Resources, Inc. (CRK) at $6). The open interest was 507 prior to this purchase. Continue reading “Unusual Options Activity – Comstock Resources, Inc. (CRK)”


