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 “(83% recent Accuracy) What the Commitments of Traders says about Cocoa Futures”
Hedge Fund Tips (PCN) – Position Completion Notification
Be in the know. 10 key reads for Tuesday…
- Bridgewater Makes a Bold Bet on Brazil (Chief Investment Officer)
- Stock futures higher as Fed kicks off policy meeting (Reuters)
- These ‘milestones’ are blocking a rise in the S&P 500, warns BlackRock (MarketWatch)
- There Is A New “Most Crowded Trade” And “Biggest Tail Risk” On Wall Street (ZeroHedge)
- US economic growth is set to slow sharply this year and next, according to CNBC’s Fed survey (CNBC)
- Europe’s central bank just flashed a warning for any Deutsche Bank-Commerzbank merger (Business Insider)
- Budweiser Owner to Make K-Cup Machine for Alcohol (24/7 Wall Street)
- U.S. Chip Makers Fear Trap in a Trade Deal With China (Wall Street Journal)
- Stifel Says Buy 4 Large-Cap MLPs That Pay Big Dividends (24/7 Wall Street)
- The New Disney Will Be a Thrill Ride (Bloomberg)
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Unusual Options Activity – Pfizer Inc. (PFE)
Today some institution/fund purchased 13,027 contracts of May $44 strike calls (or the right to buy 1,302,700 shares of Pfizer Inc. (PFE) at $44). The open interest was just 2,213 prior to this purchase. Continue reading “Unusual Options Activity – Pfizer Inc. (PFE)”
Insider Buying in National Beverage Corp. (FIZZ)
IBD 50 Growth Index (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the top 30 weighted stocks in the IBD 50 Growth Index (ETF: FFTY) [That are not included in our Dow+8, Nasdaq, and Russell spreadsheets in earlier posts]. Continue reading “IBD 50 Growth Index (top 30 weights) Earnings Estimates/Revisions”
Hedge Fund Tips (PCN) – Position Completion Notification
Be in the know. 6 key reads for Monday…
- Semiconductor rally faces a ‘collapse’ as chip demand breaks down, economic forecaster Lakshman Achuthan warns (CNBC)
- Lyft to Seek Valuation of Up to $23 Billion in Its IPO (Wall Street Journal)
- Apple’s Big Spending Plan to Challenge Netflix Takes Shape (New York Times)
- Why do 3% of Harvard MBAs make 10x as much as the other 97% combined (paragraph #2)? (Hedge Fund Tips)
- At Hedge Fund That Owns Trump Secrets, Clashes and Odd Math (Bloomberg)
- 4 Energy Stocks to Buy With at Least 60% Implied Upside (24/7 Wall Street)
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Be in the know. 17 key reads for Sunday…
- Irish Eyes Shine on Market Last 25 Years, but Monday After Sunday St. Patrick’s Day Weaker (Stock Trader’s Almanac)
- “Charlie Munger called me after reading a copy of this book and was adamant I get it made into a movie” (ValueWalk)
- Live and Let Charge: James Bond Will Drive an Electric Aston Martin in the Next Film (Robb Report)
- The Secret History of ‘The Godfather’ (Men’s Journal)
- Morgan Stanley Picks 30 Stocks for 2021 (24/7 Wall Street)
- MIB: Matthew Granade, Point72 Asset Management (The Big Picture)
- Hedge Fund and Insider Trading News: Coltrane Asset Management, Land & Buildings Investment Management, Tiger Global Management, Twenty-First Century Fox Inc (FOX), Hyster-Yale Materials Handling Inc (HY), and More (Insider Monkey)
- The Canary In The Semiconductor-Chip Fab (ZeroHedge)
- Buying A College Degree: Did Aunt Becky Overpay? (NPR Planet Money)
- Trusting your instincts is lazy: Poker pro Liv Boeree on Big Think Edge (Big Think)
- Selling China Short (Project Syndicate)
- The Twenty Craziest Investing Facts Ever (The Irrelevant Investor)
- Smartphones, Electric Cars, and Green Buildings Need a Better Battery. This MIT-Trained Scientist Just Might Have Built 1 (Inc)
- Self-Docking Boats Are Coming Soon (Popular Mechanics)
- Bespoke Beauty, Supercar Style: Behind the Wheel of the Wicked McLaren 720S Unveiled in New Video (JustLuxe)
- Fed looks to avoid crossed signals at policy meeting (Reuters)
- Make Smart(er) Decisions And Avoid Bad Ones (Farnam Street)
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