Article referenced in VideoCast above:
The Katy Perry “Hot ‘N Cold” Stock Market (and Sentiment Results)
Unusual Options Activity – Occidental Petroleum Corporation (OXY)
Data Source: barchart
Today some institution/fund purchased 13,839 contracts of December $42.50 strike calls (or the right to buy 1,383,900 shares of Occidental Petroleum Corporation (OXY) at $42.50). The open interest was just 2,067 prior to this purchase. Continue reading “Unusual Options Activity – Occidental Petroleum Corporation (OXY)”
Where is money flowing today?
Q3 Earnings Continue to Improve
Data Source: Factset
This week we picked up another 30bps in Earnings improvement of Q3 S&P 500 earnings results. Three weeks ago estimates were at -4.8%. This week they are at -2.4% with 11% of the S&P left to report. Continue reading “Q3 Earnings Continue to Improve”
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 2019 and 2020 estimates were on 9/9/2019 today. Continue reading “NASDAQ (top 30 weights) Earnings Estimates/Revisions”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 10 key reads for Friday…
- Chesapeake Energy’s CEO, chairman buy stock on the dip below $1 (MarketWatch)
- It’s Showtime for Streaming. What’s Ahead for Netflix, Disney, and Apple. (Barron’s)
- If You Can Take the Risk, Take on Chesapeake (TheStreet)
- Cliff Asness: It’s ‘Time to Sin’ (Institutional Investor)
- Active Equity Managers Actually Do Generate Alpha. Here’s How They Squander It. (Institutional Investor)
- The Katy Perry “Hot ‘N Cold†Stock Market (and Sentiment Results) (Hedge Fund Tips)
- Epic Meltdowns. Vicious Arguments. Jim Simons’ Renaissance Made Him Billions – But It Came at a Price. (Institutional Investor)
- Carried Interest Warning From Court May Be Trouble for Treasury (Bloomberg)
- Kanye West Says Yeezy Line to Be Made In America ()
- Teva Pharmaceutical Is in Recovery ()
