Be in the know. 10 key reads for Thursday…
- Disney Boosts Dividend 33% After Achieving Streaming Profit (bloomberg)
- CN Regulators Raise Refinancing Ratio for Stock Repurchases & Increases to 90% from 70%: Rumor (aastocks)
- Trump Vows to ‘Impound’ Money Congress Appropriates. Can He Do It? (bloomberg)
- Powell Addresses Shadow Chair Proposal, Reiterates the Fed Isn’t in a Rush to Cut Rates (barrons)
- Waller Is Leaning Toward a December Cut. This Is Why. (barrons)
- The Necktie Is Making an Office Comeback (wsj)
- November Electric Vehicle Sales Roar (Silently) (chinalastnight)
- PDD ‘s Temu Asked to Suspend Operations in Vietnam: Rumor (aastocks.com)
- Jeff Bezos says he’s optimistic about Trump, will help administration reduce regulation (cnbc)
- French government toppled in no-confidence vote brought by opposition (cnbc)
Be in the know. 12 key reads for Wednesday…
- GXO Spurns Acquisition Offers as CEO Wilson Steps Down (bloomberg)
- Is it time to buy China? The Chart Master talks the technicals (cnbc)
- Intel Considers Outsiders for CEO, Including Marvell’s Head. Intel also is considering Cadence veteran Lip-Bu Tan (bloomberg)
- CEOs Are Getting Tossed Out at Record Pace (bloomberg)
- Trump Mulls Replacing Hegseth With DeSantis (wsj)
- Wall Street is betting on a strong US economy in 2025: Morning Brief (finance.yahoo)
- Private payrolls grew by 146,000 in November, less than expected, ADP says (cnbc)
- Alibaba to sponsor China’s Lunar New Year gala to reach thrifty consumers (scmp)
- Dollar Tree Stock Jumps After Earnings Beat. Now It’s Seeking a New CFO as Well as a CEO. (barrons)
- Intel’s Next CEO? Why Apple, TSMC, Marvell Executives Could Be in the Mix. (barrons)
- Breaking Down Trump’s Tariffs on China and the World, in Charts (wsj)
- Oz “the Wall Street Mentalist” blindly guesses 2 top stocks (cnbc)
Where is money flowing today?
Quote of the Day…
Hedge Fund Trade Tip (PIN) – Position Idea Notification
“To EV or Not to EV?” Stock Market (and Sentiment Results)…
On Friday I joined Brian Sozzi and Julie Hyman on Yahoo! Finance to discuss market shifts, outlook, bonds, emerging markets, US Dollar, stock picks and more. Thanks to Justin Oliver, Cheyenne Reid, Julie and Brian for having me on. And to all of you who asked, NO, that is NOT a virtual background!!!
Continue reading ““To EV or Not to EV?” Stock Market (and Sentiment Results)…”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Basic Materials (XLB)- Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Basic Materials Sector ETF (XLB). I have columns for what the 2025 estimates were today and 60 days ago.
Continue reading “Basic Materials (XLB)- Earnings Estimates/Revisions”
IBD 50 Growth Index (top 30 weights) Earnings Estimates
In the spreadsheet above I have tracked the earnings estimates for the top 30 weighted stocks in the IBD 50 Growth Index (ETF: FFTY) Continue reading “IBD 50 Growth Index (top 30 weights) Earnings Estimates”