Hedge Fund Tips with Tom Hayes – Podcast – Episode 76

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How to lose $50 million hedging inflation…

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 72

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The Diana Ross “Upside Down” Stock Market (and Sentiment Results)…

Hedge Fund Tips with Tom Hayes – Podcast – Episode 62

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The Diana Ross “Upside Down” Stock Market (and Sentiment Results)…

The TikTok “Hit It, Get It” Stock Market (and Sentiment Results)…

This week we chose an unconventional song to embody the theme of our article (and the Stock Market).  It comes from a trending song on TikTok with the following lyrics: Continue reading “The TikTok “Hit It, Get It” Stock Market (and Sentiment Results)…”

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 69

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The Bob Dylan, “Knockin’ on Heaven’s Door” Stock Market (and Sentiment Results)…

Be in the know. 17 key reads for Thursday…

  1. 13 Stock Ideas From Top Value Managers (Barron’s)
  2. Gilead’s Remdesivir Is a Rare Example of Foresight in This Pandemic (Bloomberg)
  3. What’s Good for Banks Isn’t Necessarily Good for Bankers (Wall Street Journal)
  4. Deals Aren’t Dead. Here Are 12 Stocks That Could Become Buyout Targets (Barron’s)
  5. Green Shoots for the Economy and 5 More Things to Know (Barron’s)
  6. As Stock Buybacks Disappear, Dividends Stand to Gain (Barron’s)
  7. As States Reopen, Home Purchase Applications Rise for the Fourth Week in a Row (Barron’s)
  8. Mnuchin Seeks to Assuage Investors After Powell’s Gloomy Outlook (Bloomberg)
  9. Trump Says He Disagrees With Fauci’s Concerns Over Reopening (Bloomberg)
  10. Wisconsin Supreme Court strikes down state’s ‘stay-at-home’ order (CNBC)
  11. A London-based trading house bought 250,000 barrels of oil during the historic plunge below $0, and likely made a fortune. (Business Insider)
  12. U.S. weekly jobless benefits to stay elevated as coronavirus layoffs widen (Reuters)
  13. AbbVie’s Potential Is ‘Underappreciated,’ Says Morgan Stanley Analyst (Benzinga)
  14. The Swedish Model Trades More Disease for Less Economic Damage (Bloomberg)
  15. Oil Price Crash Could Hurt Trump in Texas, Help in Pennsylvania (Bloomberg)
  16. New York and New Jersey Start to Reopen Their Economies (Wall Street Journal)
  17. Fed TALF Revision Could Help Clear CLO Logjam (Wall Street Journal)

Be in the know. 20 key reads for Tuesday…

  1. Oil jumps after rout on stimulus hopes, Russian signal on OPEC talks (Reuters)
  2. Global Markets Are Rising After Trump Hints at Tax Cut Over Coronavirus (Barron’s)
  3. Stocks Fall More Than 7% in Dow’s Worst Day Since 2008 (Wall Street Journal)
  4. The Fed Offers Repo Market $50 Billion More to Ease Rate Pressure (Barron’s)
  5. Russia’s Oil War Has a Political Objective, Says Analyst (Barron’s)
  6. Interesting: Bullish Percent Transports (Hedge Fund Tips)
  7. High-Yield Bonds Are Sinking as Bankruptcy Fears Hit the Oil Patch (Barron’s)
  8. How a Saudi-Russian Standoff Sent Oil Markets Into a Frenzy New York Times)
  9. As Stock Markets Plunge, Trump Calls for Economic Response to Coronavirus (New York Times)
  10. Why falling oil prices could boost the Marcellus Shale (Yahoo! Finance)
  11. Treasurys plunge as Trump floats payroll tax cut amid coronavirus maelstrom (Fox Business)
  12. Wall Street CEOs to meet at White House (Fox Business)
  13. New Jersey’s Investment Chief Wants Talent. Here’s How He’ll Get It. (Institutional Investor)
  14. Lloyd Blankfein Predicts ‘Quick Recovery’ For Markets (Benzinga)
  15. Cabot Oil & Gas Is One Company Rising in Oil-Sector Carnage (Yahoo! Finance)
  16. The economy is ‘like a coiled spring’ and a sharp rebound is possible, analysts predict (CNBC)
  17. Russia to Start Foreign Currency Sales After Ruble Wipeout (Bloomberg)
  18. These Energy Stocks Were Lighter Than Air Monday (Wall Street Journal)
  19. Trump Surprised Staff With Vow to Detail Virus Aid Package Today (Bloomberg)
  20. How the Federal Reserve Can Ease the Coronavirus Panic (Wall Street Journal)