Tag: Biotech

Be in the know. 15 key reads for Saturday…

  1. Tepper, Druckenmiller Say They’re ‘Riding’ Market Rally (Bloomberg)
  2. OPEC secretary general says oil demand has ‘upside potential’ (CNBC)
  3. Tesla and 25 Other Stock Picks from Barron’s Roundtable Panelists (Barron’s)
  4. Here’s what Elon Musk said when Jack Dorsey asked him how to fix Twitter (CNN Business)
  5. Netflix earnings, Trump speaks at Davos, IBM reports: 3 things to watch for on Tuesday (CNBC)
  6. Ex-Millennium Trader Quadruples Hedge Fund Assets to $1 Billion (Bloomberg)
  7. Emerging Markets Could Be Poised to Outperform U.S. Stocks for a Very Long Time (Barron’s)
  8. Barron’s Beat the Stock Market Last Year. Here’s How We Did It. (Barron’s)
  9. These Leaders and CEOs Will Be in Davos Next Week. What They Say May Move Markets. (Barron’s)
  10. Pharma and Biotech Aren’t Worried About Democrats’ Attacks Against Drugmakers (Barron’s)
  11. Oil’s Minnows Need to Start Earning Their Keep (Bloomberg)
  12. Intel earnings: How Intel figures in data-center recovery is key (MarketWatch)
  13. Can HBO Maintain its Dominance in the Streaming Wars? (Vanity Fair)
  14. Bob Iger — CEO and Chairman of Disney (#406) (Tim Ferriss Show)
  15. Value Investing Isn’t Dead Yet, Research Associates Argues (Institutional Investor)

Be in the know. 12 key reads for Monday…

  1. Stocks Continue to Rise. How Much Is Due to the ‘January Effect?’ (Barron’s)
  2. Trump administration nears decision on LNG shipping by train (Financial Times)
  3. Goldman Sachs says Europe’s stocks have a huge ‘cushion’ not seen since the financial crisis (Business Insider)
  4. Commodities may not stay cheap forever (Financial Times)
  5. History will repeat itself when it comes to stocks in 2020, Goldman Sachs says (MarketWatch)
  6. Biotech Stocks Could Soar In 2020 On CRISPR Gene Editing And Precision Medicine (Investor’s Business Daily)
  7. Time to Buy Long-Dated TIPS, Says Bank of America (MarketWatch)
  8. Stock Picker Who Pummeled The Market By 76% Reveals His 2020 Bets (Investor’s Business Daily)
  9. China’s yuan rallies, yen slides ahead of U.S. trade deal (Street Insider)
  10. Photos of Yelp’s top 100 places to eat in 2020 (USA Today)
  11. U.S.-China phase one trade deal: 7 things you need to know (FoxBusiness)
  12. Barron’s Picks And Pans: Apple, Bank of America, Lockheed Martin And More (Yahoo! Finance)

Be in the know. 20 key reads for Saturday…

  1. Biotech Looks for Fireworks in First Quarter to Regain Momentum (Bloomberg)
  2. Bet on the Big Banks — and Bank of America (Barron’s)
  3. Davos? Meet Me at Butternut Instead. (Barron’s)
  4. A New Hot Spot for Oil Could Boost These 4 Companies (Barron’s)
  5. Davos? Meet Me at Butternut Instead. (Barron’s)
  6. Biogen Awaits a Decision on a Key Patent. At Risk Is Its Biggest Drug (Barron’s)
  7. Trump Allies Explore Buyout of Conservative Channel Seeking to Compete With Fox News (Wall Street Journal)
  8. New Sanctions Power Could Squeeze Remaining Iranian Trade Channels (Wall Street Journal)
  9. The Internet of Things Is Changing the World (Wall Street Journal)
  10. Trump Says Iran Had Planned to Attack Four U.S. Embassies (Bloomberg)
  11. Hummer is back as GM revives name for electric pickup (USA Today)
  12. S&P 5,000? Why one fund manager says that milestone may be reached sooner than you would expect (MarketWatch)
  13. These were the most talked-about products at CES (CNN Business)
  14. Mark Zuckerberg Says He Hunts Wild Boar With a Bow and Arrow (Futurism)
  15. Penn Jillette on Magic, Losing 100+ Pounds, and Weaponizing Kindness (#405) (Podcast)
  16. The Four Traits of Successful Asset Managers (Institutional Investor)
  17. Gradual Improvements Redux (theirrelevantinvestor)
  18. Client for Life (The Reformed Broker)
  19. Is Vulnerability a Choice? (Farnam Street)
  20. Eight lessons from market history (Evidence Investor)

HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 11

Article referenced in VideoCast above:

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In this episode we cover:

  • Jobs Report
  • Rig Count
  • Harold Hamm on Oil Prices
  • General stock market commentary.
  • Hemline Indicator
  • Valueline Geometric Index – Long Term Implications
  • Positioning and sentiment.
  • Increased Guidance on tap?
  • Fed Liquidity.
  • AAII sentiment.
  • NAAIM positioning.
  • Earnings by Sectors: Energy, Gold Miners, REITs
  • S&P and Euro Stoxx 600 earnings.
  • Where to find value?  What’s Cheap?
  • India Small Caps
  • Commodities/CRB
  • Exploration & Production
  • Servicers?

Podcast – Hedge Fund Tips with Tom Hayes – Episode 2

Article referenced in podcast above:

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In this episode we cover:

  • Jobs Report
  • Rig Count
  • Harold Hamm on Oil Prices
  • General stock market commentary.
  • Hemline Indicator
  • Valueline Geometric Index – Long Term Implications
  • Positioning and sentiment.
  • Increased Guidance on tap?
  • Fed Liquidity.
  • AAII sentiment.
  • NAAIM positioning.
  • Earnings by Sectors: Energy, Gold Miners, REITs
  • S&P and Euro Stoxx 600 earnings.
  • Where to find value?  What’s Cheap?
  • India Small Caps
  • Commodities/CRB
  • Exploration & Production
  • Servicers?

Be in the know. 8 key reads for Friday…

  1. The Stock Market Was Up the First 5 Days of 2020. Here’s What History Says Will Happen Next. (Barron’s)
  2. After A Sizzling End To 2019, Biotech Stocks Could Soar In 2020 (Investor’s Business Daily)
  3. Stocks More Than Doubled Over the Last Decade. Many Investors Missed Out. (Institutional Investor)
  4. Facebook Says It Won’t Back Down From Allowing Lies in Political Ads (New York Times)
  5. Warren Buffett calls this ‘indispensable’ life advice: ‘You can always tell someone to go to hell tomorrow’ (CNBC)
  6. The U6 unemployment rate fell to 6.7% to mark the lowest level on record (MarketWatch)
  7. Fed’s Bullard, Kashkari Favor Holding Interest Rates Steady (Wall Street Journal)
  8. Top 2019 Stock Picker Spotted Under-the-Radar Tech (Bloomberg)