Be in the know. 10 key reads for Tuesday…
- The Bull Market Has Thrived Even Though Retail Investors Have Fled Stocks. Here’s Why. (Barron’s)
- Trump is surprised when Mnuchin says he asked China trade delegation to cancel farm tour (CNBC)
- Pound Spikes after Court Rules Suspension of U.K. Parliament Ahead of Brexit Unlawful (MarketWatch)
- Why a sideways stock market could indicate the highs are yet to come (MarketWatch)
- Drugmakers, Worried About Losing Pricing Power, Are Lobbying Hard (Wall Street Journal)
- Wall Street is underestimating how much money Apple will make off 5G, says Jefferies (MarketWatch)
- China grants new tariff waivers for U.S. soybean imports: Bloomberg (Reuters)
- Life in China Is Getting Harder, and Xi Jinping Should Worry (Bloomberg)
- Struggling Farmers See Bright Spot in Solar (Wall Street Journal)
- The Last Time the Market Acted This Way, Value Stocks Gained 30 Percent (Institutional Investor)
Unusual Options Activity – Ralph Lauren Corporation (RL)
Today some institution/fund purchased 993 contracts of April $100 strike calls (or the right to buy 99,300 shares of Ralph Lauren Corporation (RL) at $100). The open interest was just 158 prior to this purchase. Continue reading “Unusual Options Activity – Ralph Lauren Corporation (RL)”
Another Billionaire Buying Millions of Ketchup
Last week we reported that Jorge Lemann – Brazilian Billionaire – bought ~$100,000,000 of shares in The Kraft Heinz Company (KHC): Continue reading “Another Billionaire Buying Millions of Ketchup”
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Consumer Discretionary (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Consumer Discretionary Sector ETF (XLY) top 30 weighted stocks. The column under the date 9/23/2019 has a letter that represents the movement Continue reading “Consumer Discretionary (top 30 weights) Earnings Estimates/Revisions”
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Be in the know. 5 key reads for Monday…
- An Obscure Post Office Fight Has High Stakes for UPS, Amazon, and Holiday Shoppers (Barron’s)
- ‘Money Honey’ Maria Bartiromo on Trump, AI and the future of work (USA Today)
- Chinese Trade Delegation Called Off Farm Visits at U.S. Request (Bloomberg)
- Arthur Cashin, wise to the ways of Wall Street (Washington Post)
- U.K. companies for sale — at a 13% discount (MarketWatch)
Be in the know. 17 key reads for Sunday…
- The weight of evidence is on the side of the ECB’s doves (Financial Times)
- How DJ Khaled Overcame His Fear Of Flying And Earned $67 Million In Two Years (Forbes)
- Watch Brad Pitt and Jimmy Fallon Hilariously One-Up Each Other With Wild Orders (Men’s Journal)
- Sarah Ketterer Discusses Investment Management (Podcast) (Bloomberg)
- Blackstone CEO Steve Schwarzman Says Recession Is ‘Unlikely Now’ (Fortune)
- New land rover defender makes its long-awaited debut (designboom)
- ECRI Weekly Leading Index Update (AdvisorPerspectives)
- Episode 940: Interest Rates… Why So Negative? (NPR)
- Why Netflix’s Founding CEO Always Carries a Notebook (Inc.)
- Google Says It’s Achieved Quantum Supremacy, a World-First: Report (Gizmodo)
- Stitch Fix: Katrina Lake How I Built This with Guy Raz (NPR)
- A Kelley Blue Book for Hospitals? He’s Got a Fix for Surprise Bills (Ozy)
- The Rolling Stone Interview Taylor Swift (Rolling Stone)
- Don’t Stop Believin’, Part 2 – E&Ps Boosting Production Despite Sharp Cuts to Capital Spending (RB Energy)
- The Power 100 2019 (Worth)
- Will Ferrell, Ryan Reynolds to Star in Musical Reimagining of ‘A Christmas Carol’ (Exclusive) (Hollywood Reporter)
- Stocks will soar 17% through next year, market bull Ed Yardeni predicts (CNBC)