1. What’s Next for Retail After a Great Week (Barron’s)
2. Powell Needs to Side With Markets at Jackson Hole (Barron’s)
3. Investors are so bearish, it’s almost time to start buying stocks again, says Bank of America (MarketWatch)
4. Trump may still unveil tax cuts before 2020 election, Kudlow says (MarketWatch)
5. 25 dividend stocks selected for value by an outperforming money manager (MarketWatch)
6. These five U.S. stocks are most vulnerable to an activist attack (MarketWatch)
7. Health Insurers Set to Expand Offerings Under the ACA (Health Insurers Set to Expand Offerings Under the ACA (Wall Street Journal)
8. ECB Minutes Back Up Signals of Broad Stimulus Package (Wall Street Journal)
9. Watch CNBC’s full interview with St. Louis Fed President James… (CNBC)
10. China Hits Back at U.S. With Tariffs on $75 Billion of Imports (Bloomberg)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Unusual Options Activity – The Goldman Sachs Group, Inc. (GS)
Today some institution/fund purchased 1,237 contracts of Jan 2020 $215 strike calls (or the right to buy 123,700 shares of The Goldman Sachs Group, Inc. (GS) at $215). The open interest was just 560 prior to this purchase. Continue reading “Unusual Options Activity – The Goldman Sachs Group, Inc. (GS)”
Insider Buying in Clovis Oncology, Inc. (CLVS)
Where is money flowing today?
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Be in the know. 10 key reads for Thursday…
1. OPEC’s market share sinks – and no sign of wavering on supply cuts (Reuters)
2. Lumber Liquidators’ (LL) Founder Sullivan Seen Pushing for CEO Ouster – Sources (Street Insider)
3. Why This Jackson Hole Meeting Looks Like One of Best (Bloomberg)
4. Bianco: Powell Needs to Side With Markets at Jackson Hole (Bloomberg)
5. Uber’s Long Road to Profits (Wall Street Journal)
6. Costco Is the Most ‘Woke’ Company Out There (Barron’s)
7. Bank of America’s CEO has one simple reason why he doesn’t see a recession looming (MarketWatch)
8. Why Some Firms Say to Hold Out for an Emerging-Market Rebound (Wall Street Journal)
9. Mortgage Market Reopens to Risky Borrowers (Wall Street Journal)
10. Opinion: Milton Friedman on the Morality of the Free Market (Wall Street Journal)
AAII Sentiment Results: Pessimism Persists, Opportunity Abounds…
Last week we said sentiment was “As Good As it Gets” from a historical perspective to step in and buy. Continue reading “AAII Sentiment Results: Pessimism Persists, Opportunity Abounds…”
Unusual Options Activity – Fox Corporation (FOXA)
Today some institution/fund purchased 2,182 contracts of Jan 2020 $37 strike calls (or the right to buy 218,200 shares of Fox Corporation (FOXA) at $37). The open interest was just 503 prior to this purchase. Continue reading “Unusual Options Activity – Fox Corporation (FOXA)”
