Tag: REIT

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 79

Article referenced in podcast above:

The Hues Corporation, “Rock the Boat” Stock Market (and Sentiment Results)…

Be in the know. 15 key reads for Saturday…

  1. 5 Blue Chip Stocks in Wall Street’s Penalty Box Have Massive Upside Potential Bottom ofTop of FormBottom of Form (24/7 Wall Street)
  2. Warren Buffett Is One of a Kind. What That Will Mean for Berkshire Hathaway When He’s Gone. (Barron’s)
  3. Warren Buffett more than doubled its investment in Occidental Petroleum (OXY) In Q4 (MarketWatch)
  4. Musk’s Boring Co. Celebrates Breakthrough at Las Vegas Tunnel (Bloomberg)
  5. Boeing Argues It Doesn’t Need to Move 737 Max Wiring Bundles (Bloomberg)
  6. Short-Sellers Give Oil a Break Following Coronavirus Concerns (Bloomberg)
  7. Kraft Heinz Stockholders Find Good News Can Be Bad News (Barron’s)
  8. Hedge-Fund Investor Dan Loeb Bought Stock in Amazon and 2 More Companies (Barron’s)
  9. Consumer sentiment hits highest level since 2018 despite coronavirus outbreak (Business Insider)
  10. White House considering tax incentive for more Americans to buy stocks, sources say (CNBC)
  11. Stocks are near record highs, but people are still not investing (CNN Business)
  12. Hedge Fund and Insider Trading News: Ken Griffin, Dan Loeb, Ray Dalio, Davidson Kempner, PCB Bancorp (PCB), Taylor Morrison Home Corp (TMHC), and More (Insider Monkey)
  13. Hedge Fund ‘Cubs’ Share Information — And Alpha (Institutional Investor)
  14. An Astronaut’s Guide to Mental Models (Farnam Street)
  15. Brookfield: inside the $500bn secretive investment firm (Financial Times)

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?