Schwab Network Appearance – Thomas Hayes – Chairman of Great Hill Capital – May 12, 2025
Tag: StockMarket
Be in the know. 18 key reads for Monday…
- U.S. and China agree to slash tariffs for 90 days in major trade breakthrough (cnbc)
- Alibaba Stock Soars. It’s Not Just the China Trade Deal. (barrons)
- Surprise U.S.-China Trade Deal Gives Global Economy a Big Reprieve (wsj)
- ‘Decisive Moment’ in Trade Talks Puts China Rally Back on Track (bloomberg)
- US-China Trade Talks to Boost Sentiment in Asia, Strategists Say (bloomberg)
- New Alibaba method slashes costs of training AI for search by 88% (scmp)
- HEDGE FLOW Hedge funds re-enter Chinese equities on trade talk optimism, Morgan Stanley says (reuters)
- Nvidia, Intel, Marvell Stocks Jump. Why China Trade Progress Is Good for Chip Makers. (barrons)
- ‘Buy America’ Sweeps Across Global Markets After China-US Talk (bloomberg)
- Bullish Sign for S&P Flashes With More Stocks Shouldering Rally (bloomberg)
- The rally is real. The exposure? Still missing (zerohedge)
- The Ominous “Other”: Record Bearish Liquidation Is Misery For The Bears (zerohedge)
- Why JPMorgan says the U.S. lag vs. European stocks is just beginning (marketwatch)
- Investors Are Still Betting the Euro’s Rally Is in its Infancy (bloomberg)
- Americans Embrace Road Trips as Economic Fears Discourage Flying (bloomberg)
- Disney, Abu Dhabi and a growing theme park capital at ‘crossroads’ of world (cnbc)
- How to Think About the Stock Market When Earnings Guidance Becomes Meaningless (wsj)
- Spain’s unprecedented power outage sparks a blackout blame game over green energy (cnbc)
Indicator of the Day (video): S&P Consumer Discretionary Stocks Above 200 EMA
Our Applied Stock Market Indicator of the Day (in 60 Seconds or Less) is:
S&P Consumer Discretionary Stocks Above 200 EMA
Be in the know. 14 key reads for Mother’s Day…
- Trump Touts “Great Progress” In China Tariff Talks, Suggests “Total Reset” On The Table (zerohedge)
- Stakes Rise as U.S. and China Open Second Day of Trade Talks (wsj)
- AI will be the mainstay of Alibaba’s business in next 3-5 years, chairman Joe Tsai says (scmp)
- Why the World Keeps Getting Shocked by China’s Technological Progress (bloomberg)
- China’s May Day holiday travel rebounds with surge in domestic, inbound, and outbound activity (technode)
- Donald Trump is right to ditch Joe Biden’s chip-export rules (economist)
- Huawei and other Chinese chip firms are catching up fast (economist)
- Why Warren Buffett matters beyond Wall Street (npr)
- Warren Buffett has created a $348bn question for his successor (economist)
- America’s Largest Grid Operator Warns Of Summer Power Shortages (zerohedge)
- Two online retailers think they have the key to beating tariffs (yahoo)
- Buy the dip: the trend that keeps stocks from crashing (economist)
- Why The Classic Ferrari 275 Is More Coveted Than Ever (maxim)
- 5 collector cars to put into your garage this week (classicdriver)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 290
Hedge Fund Tips with Tom Hayes – Podcast – Episode 290
Indicator of the Day (video): Pring European Diffusion Indicator
Our Applied Stock Market Indicator of the Day (in 60 Seconds or Less) is:
Pring European Diffusion Indicator
Be in the know. 16 key reads for Saturday…
- Stockpickers: How investors can take a leaf out of Warren Buffett’s book (ft)
- Warren Buffett’s Unparalleled Investing Record—in Charts (wsj)
- Why the Fed Should Be Easing—Even In the Face of Tariffs (barrons)
- Ex Fed’s Warsh highlights a path to lower rates, takes a fresh dig at the Fed (reuters)
- Pain trades are inevitable (ft)
- China and US kick off high-stakes trade talks in Geneva (ft)
- Fear Of Economic Collapse Forced China To Negotiate With Trump, Quietly Reach Out First: Reuters Report (zerohedge)
- What to Watch During the U.S.-China Talks This Weekend (wsj)
- Jack Ma’s Alibaba visit and replica flat spark nostalgia over company’s humble start (scmp)
- Alibaba’s Quark, China’s most popular AI app, launches ‘deep search’ (scmp)
- Trump Says 10% Tariff Baseline Unless ‘Exceptional’ Offer Made (bloomberg)
- Extreme Heat Risks Summer Power Shortages, Warns Largest US Grid (bloomberg)
- Big Wall Street Comeback Is Upending a Slew of Bear Market Bets (bloomberg)
- ‘The Only Material Buyer Of This Dip Was Mr & Mrs Retail’; Goldman Macro Trader Sees ‘Path To Real Market Tailwinds’ (zerohedge)
- Boeing Stock Rises. Trump Was Right. (barrons)
- ESPN will call its forthcoming flagship streaming app simply ‘ESPN,’ sources say (cnbc)
Where is money flowing today?
Data Source: Finviz
Indicator of the Day (video): S&P Consumer Staples Stocks Above 200 EMA
Our Applied Stock Market Indicator of the Day (in 60 Seconds or Less) is:
S&P Consumer Staples Stocks Above 200 EMA