Be in the know. 10 key reads for Friday…

  1. Chesapeake Energy’s CEO, chairman buy stock on the dip below $1 (MarketWatch)
  2. It’s Showtime for Streaming. What’s Ahead for Netflix, Disney, and Apple. (Barron’s)
  3. If You Can Take the Risk, Take on Chesapeake (TheStreet)
  4. Cliff Asness: It’s ‘Time to Sin’ (Institutional Investor)
  5. Active Equity Managers Actually Do Generate Alpha. Here’s How They Squander It. (Institutional Investor)
  6. The Katy Perry “Hot ‘N Cold” Stock Market (and Sentiment Results) (Hedge Fund Tips)
  7. Epic Meltdowns. Vicious Arguments. Jim Simons’ Renaissance Made Him Billions – But It Came at a Price. (Institutional Investor)
  8. Carried Interest Warning From Court May Be Trouble for Treasury (Bloomberg)
  9. Kanye West Says Yeezy Line to Be Made In America ()
  10. Teva Pharmaceutical Is in Recovery ()

 

Be in the know. 10 key reads for Thursday…

  1. Do you double dip your chips? New report reveals surprising trans-Atlantic cultural differences (MarketWatch)
  2. The Katy Perry “Hot ‘N Cold” Stock Market (and Sentiment Results) (ZeroHedge)
  3. Baidu’s Search for Growth Isn’t Over (Wall Street Journal)
  4. Stock futures climb after report China, U.S. agree to cancel tariffs in stages (MarketWatch)
  5. Oil Could Go to $85 in 2020: 3 Top Stocks to Buy Now (24/7 Wall Street)
  6. Japan Abe pledges ‘timely’ steps to fight risks, signals more spending (Reuters)
  7. Three Magic Words Boosting European Stocks: Trade Talks Progress (Yahoo! Finance)
  8. Teva Pharma Earnings Miss, But Drug Giant Rises On Guidance (Investor’s Business Daily)
  9. Regeneron Upgraded to Buy at Citi ($420 PT) (TheFly)
  10. Jim Grant: Why Private Equity Isn’t for You (Barron’s)

 

 

 

The Katy Perry “Hot ‘N Cold” Stock Market (and Sentiment Results)

In last week’s note on stock market sentiment, we laid out a bullish case over the next 6 months, and simultaneously cautioned against possible mini-shakeouts in the short term designed to take out the late money – that has just joined the party off of the August lows (in recent days/weeks). Continue reading “The Katy Perry “Hot ‘N Cold” Stock Market (and Sentiment Results)”