Tom Hayes – Quoted in Reuters article – 1/4/2021

Thanks to Medha Singh and Shivani Kumaresan for including me in their article on Reuters today. You can find it here:
Be in the know. 10 key reads for Monday…
- Investors handicapping the new market year see similarities to 2010′s recovery and 1999′s risk binge (CNBC)
- The fate of value stocks rests on the Georgia Senate races, J.P. Morgan strategists say (MarketWatch)
- Costco, Walgreens Boots Alliance, Constellation Brands, and Other Stocks to Watch This Week (Barron’s)
- For 2021, It Will All Come Down to iPhones for Apple. (Barron’s)
- S&P 500, Dow aim record open as economic rebound hopes fuel rally (Reuters)
- Fed has been successful at convincing markets it will be more dovish down the road, Bernanke says (MarketWatch)
- Israel Vaccinates More Than 10% of Its Population in Two Weeks (Wall Street Journal)
- Spinoffs to success: These multibillion dollar US companies didn’t exist a decade ago (USA Today)
- Google Workers Unionize, Escalating Tension With Management (Bloomberg)
- Fauci Says U.S. Covid Vaccine Pace Rising After Slow Start (Bloomberg)
NASDAQ (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the top 30 weighted Nasdaq stocks. I have columns for what the 2021 estimates were on 11/3/2020 and today. Continue reading “NASDAQ (top 30 weights) Earnings Estimates/Revisions”
DOW + (10 S&P 500 top weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the DOW 30 PLUS 10 of the S&P 500 top 30 weights [that are not either included in the DOW 30 or in the top 30 weights of the Nasdaq]. Continue reading “DOW + (10 S&P 500 top weights) Earnings Estimates/Revisions”
Quote of the Day…
Be in the know. 15 key reads for Sunday…
- Wall Street Eyes Billions in the Colorado’s Water (New York Times)
- How the American Mortgage Machine Works (Wall Street Journal)
- Why BlackRock Stock Will Continue to Rock (Barron’s)
- From Stocks to Bitcoin, Investors Bet the ‘Everything Rally’ Will Continue (Wall Street Journal)
- Barron’s First Picks And Pans Of 2021: Disney, Home Depot, Intel, Nike, Nordstrom And More (Benzinga)
- Barstool Fund Raises Nearly $17 Million For Small Businesses Affected By COVID-19 (Benzinga)
- Wall Street readies for more stock froth amid economic pain in 2021 (New York Post)
- ‘The Comedy Store’: TV Review (Hollywood Reporter)
- James Bond movies: Ranking 007’s best, worst and everything in between (CNET)
- California Businesses Leave The State By The Thousands (Hoover)
- Economists Expect Tough Winter, Then a Rebound (Wall Street Journal)
- Goldman’s Jan Hatzius on the Lessons Learned in 2020 (Podcast) (Bloomberg)
- Who Was the Real Holly Golightly? (Town & Country)
- The McLaren F1 Is Still the Definition of the Perfect Supercar (roadandtrack)
- Big Pharma Heads Toward a Deals Spree (Wall Street Journal)
Be in the know. 15 key reads for Saturday…
- Opinion: These unsung investing heroes say 10 overlooked stocks are poised to outperform in 2021 (MarketWatch)
- Jerry Seinfeld: Transcendental Meditation and weight training will ‘solve just about anyone’s life’ (CNBC)
- The Benefits of Sticking to New Year’s Resolution to Work Out More (Wall Street Journal)
- The U.K. Has Finally Cut Ties With the EU. Here’s What Has Changed. (Wall Street Journal)
- Tech That Will Change Your Life in 2021 (Wall Street Journal)
- OPEC+ Emerges From Chaos of 2020 to Face Delicate Balancing Act (Bloomberg)
- More Than 10.8 Million Shots Given: Covid-19 Vaccine Tracker (Bloomberg)
- The Waldorf-Astoria’s Iconic Clock Is Ready To Run Again (Bloomberg)
- How to Invest Like Warren Buffett (Morningstar)
- Charlie Munger on disruption and technology (Morningstar)
- Why the Future Now Looks Brighter for Value Investing (Nasdaq)
- January Almanac: Still a Solid Month in Post-Election Years (Almanac Trader)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- The 25 Greatest Supercars of the Last 100 Years (and Beyond) (Robb Report)
- Everything Coming to Netflix, Hulu, Amazon Prime and HBO Max In January (Maxim)
Be in the know. 15 key reads for New Year’s Day!
- 2021’s Dogs of the Dow (24/7 Wall Street)
- There’s a Science to Keeping New Year’s Resolutions (Bloomberg)
- Barron’s Best Income Investments for 2021 (Barron’s)
- These 7 Value Stocks Deserve a Fresh Look in 2021 (Barron’s)
- We Found a Bubble–but It May Not Be What You Think It Is (Barron’s)
- It’s Another Double-Digit Gain for the S&P 500. Here’s What Could Come Next. (Barron’s)
- Walmart Was a Pandemic Winner. How It Can Keep the Momentum Going in 2021. (Barron’s)
- Honeywell Had Quite a 2020. This Year Could Be Better. (Barron’s)
- Merck Is One of Barron’s Top Stock Picks for the New Year. Here’s Why. (Barron’s)
- How Barron’s Has Helped Investors Understand a World Marked by Upheaval for 100 Years (Barron’s)
- Nordstrom Might Have Had a Merry Holiday, Analyst Says (Barron’s)
- Casino Stocks Could Make a Comeback (Barron’s)
- Surprise Ending for Publishers: In 2020, Business Was Good (New York Times)
- The Oxford-AstraZeneca Vaccine Could be a Game-Changer for Inequality (Barron’s)
- NYSE to Delist China’s Major Telecommunications Operators (Wall Street Journal)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 63
Article referenced in VideoCast above:
The Kenny Chesney “Happy Does” Stock Market (and Sentiment Results)…


