- Pfizer, Merck Earnings Top; Eli Lilly Falls On Revenue (Investor’s Business Daily)
- Lotus Evora GT4 concept is ready to rock a racetrack (Motor Authority)
- The Rich List: What the world’s richest hedge fund managers made in 2018 — and how they made it. (Institutional Investor)
- Mnuchin hopes for ‘substantial progress’ in China trade talks (Reuters)
- How to Spot a Bear Market (Barron’s)
- Yum China Sales Beat as Pizza Hut Finally Breaks From Its Slump (Bloomberg)
- Want to Fly Private? Here’s Every Way to Do It (Bloomberg)
DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the DOW 30 PLUS 8 of the S&P 500 top 30 weights [that are not either included in the DOW 30 or in the top 30 weights of the Nasdaq]. The 8 companies are at the Continue reading “DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions”
Hedge Trade Fund Tip (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Q1 “as reported” Earnings: High Beat Rate, Low Margins…
Q1 Operating Earnings “Margin of Safety” Improves
We got a nice bump up in Q1 “Operating Earnings” expectations from Howard Silverblatt at S&P Global last week (from $36.82 to $37.23). This is helpful because it puts a $2.20 cushion from the possibility of having 2 Continue reading “Q1 Operating Earnings “Margin of Safety” Improves”
(80% recent Accuracy) What the Commitments of Traders says about Soybean Meal Futures
The Commitments of Traders is a weekly market report issued by the Commodity Futures Trading Commission (CFTC) enumerating the holdings of participants in various futures markets in the United States. It is collated Continue reading “(80% recent Accuracy) What the Commitments of Traders says about Soybean Meal Futures”
Be in the know. 7 key reads for Monday…
- Anadarko to Resume Occidental Talks About $38 Billion Takeover (Bloomberg)
- US-China trade talks are in the ‘final laps,’ Treasury Secretary Mnuchin says (CNBC)
- Cloud Gathers Over Chip Makers (Wall Street Journal)
- ‘Avengers: Endgame’ smashes box-office records with $1.2 billion weekend (MarketWatch)
- Consumer spending jumps in March while core inflation moderates (MarketWatch)
- Traders Brace for Big Moves After GE Earnings This Week (Wall Street Journal)
- Chinese electric car maker BYD’s Q1 profit up 632% (Irish Times)
Quote of the Day…
Be in the know. 20 key reads for Sunday…
- The Best Sandwiches in New York, as Picked by Top Chefs (Bloomberg)
- Ford Mustang still top sports car, but Dodge Challenger ousts Chevy Camaro as No. 2 (USA Today)
- The big mystery in the GDP report — where did the inventories come from? (MarketWatch)
- Week in review: How Trump’s policies moved stocks (TheFly)
- A Little Market Chaos Is Just Fine With These Stock Traders (Bloomberg)
- Nicole Kidman Burns Brighter Than Ever (Vanity Fair)
- Kevin Systrom (Founder of Instagram) — Tactics, Books, and the Path to a Billion Users (#369) (Tim Ferriss)
- Hedge Fund and Insider Trading News: Kyle Bass, Pinterest Inc (PINS), ARMOUR Residential REIT, Inc. (ARR), Camping World Holdings Inc. (CWH), and More (Insider Monkey)
- Volkswagen Built the World’s Fastest Electric Car. Now, It’s Planning a Whole EV Family (Robb Report)
- 25 Secrets Chick-Fil-A Employees Will Never Tell You (BuzzFeed)
- Brodie Van Wagenen’s Bold Plan to Resurrect the Mets (Men’s Journal)
- Brian Earhart Makes Epic 391-Foot Disc Golf Hole-In-One (Digg)
- Aston Martin Unleashes Their Fastest Convertible Ever (Maxim)
- Helping others makes us happier — but it matters how we do it (Ted)
- What Happened To U.S. Workers? (NPR Planet Money)
- The Anatomy of a Great Decision (Farnam Street)
- 9 Success Habits of Wealthy People That Cost Nothing (Entrepreneur)
- China says criticisms on IP protection lack evidence amid trade spat (Reuters)
- Bond Traders Betting on a Fed Rate Cut Won’t Be Easily Dissuaded (Bloomberg)
- Uber is seeking a public valuation as high as $90 billion (Business Insider)