Tag: StockMarket

Be in the know. 20 key reads for Monday…

  1. Disney, Amazon In Race For Next Big Streaming Prize (Investor’s Business Daily)
  2. Novavax Stock Soars as Study Shows Covid Vaccine 90% Effective (Barron’s)
  3. What to Expect From the Fed Meeting (Barron’s)
  4. How Tech Stocks Could Beat Financials Stocks (Barron’s)
  5. Here’s what the market wants — and doesn’t want — to hear from Powell on inflation at Fed meeting (MarketWatch)
  6. 21 Stocks for the Next Phase of the Oil Rebound (Barron’s)
  7. How oil soaring to $100 a barrel could be bad for this boom-bust sector and the economy (MarketWatch)
  8. G-7 Leaders Rally to Biden’s Call to Challenge China (Wall Street Journal)
  9. How Japan’s Big Bet on Hydrogen Could Revolutionize the Energy Market (Wall Street Journal)
  10. Markets Are Leaving Little Room for the Fed to Be Wrong on Inflation (Wall Street Journal)
  11. Biotech Rally Sparked by Alzheimer’s Drug Has Staying Power (Wall Street Journal)
  12. Oil price hits pandemic high as investors bet on green energy (Fox Business)
  13. China Clouds Biden’s Transatlantic Reunion (Wall Street Journal)
  14. Strategists still don’t think inflation is a problem for stocks: Morning Brief (Yahoo! Finance)
  15. G7 set to agree ‘green belt and road’ plan to counter China’s influence (Financial Times)
  16. Lumber Prices Post Biggest–Ever Weekly Drop With Buyers Balking (Bloomberg)
  17. Authers’ Indicators: Here’s When to Worry About Inflation (Bloomberg)
  18. Bank of America CEO says consumer spending is 20% higher this year than 2019 (CNBC)
  19. Why 4 Jefferies Franchise List Stocks Could Be Big Second-Half Winners (24/7 Wall Street)
  20. The G7 was stronger on values than hard cash (Financial Times)

Be in the know. 15 key reads for Sunday…

  1. Alibaba Cloud offers to build livestream shopping platforms for global clients (technode)
  2. MiB: Brad Stone on Bezos & Amazon (Bloomberg)
  3. In Defense of SPACs (New YorkTimes)
  4. Here’s What Could Happen When $300 Unemployment Expires, According To Goldman Sachs (Forbes)
  5. G7 leaders agreed to keep the money taps open -source (Reuters)
  6. 5 Undervalued Blue Chip Stocks Hedge Funds Are Piling Into (Insider Monkey)
  7. Long-Term Look at the CPI (advisorperspectives)
  8. Parking Garages May Soon Become Mini Airports for Electric Air Taxis (Robb Report)
  9.  What Makes Quantum Computing So Hard to Explain? (pocket)
  10. DARPA’s Latest Defense Weapon Knocks Drones Out of the Sky Using Advanced… Confetti Streamers? (gizmodo)
  11. Tesla delivers the first 25 Model S Plaid sedans (TheVerge)
  12. The Availability Bias: How to Overcome a Common Cognitive Distortion (Farnam Street)
  13. G-7 leaders hammer out a global minimum tax for companies. Here’s how it would work (Fox Business)
  14. Aston Martin V12 Speedster Is Pure Vehicular Art (Road and Track)
  15. Bullet-Proof Treasury Market Eyes Fed Meeting With Trepidation (Bloomberg)

Be in the know. 25 key reads for Saturday…

  1. Tech Stocks Power Market to Record on All-Clear From Treasuries (Bloomberg)
  2. SEC chief readies ‘woke’ rules and plan to curtail market’s ‘gamification’ (Fox Business)
  3. Biogen’s Alzheimer’s Drug Opens Up a New Market. These Stocks Could Benefit. (Barron’s)
  4. What to Expect From the Federal Reserve Meeting (Barron’s)
  5. Even if Wages Surge, Inflation Might Not Follow (Barron’s)
  6. Honeywell Does a Quantum Computing Deal. Is This the New Age of Computing? (Barron’s)
  7. Congress looks to break up Big Tech with bold new antitrust bills (New York Post)
  8. World hasn’t reached peak oil: Demand to exceed pre-COVID levels (New York Post)
  9. AMC board members sold nearly $4 million worth of stock this week (New York Post)
  10. G-7 Poised to Counter China’s Effort to Gain Worldwide Influence (Bloomberg)
  11. Saudi Arabia Takes Bullish Oil Message Straight to Wall Street (Bloomberg)
  12. Ariel Investments’ John Rogers touted value stocks, trumpeted Barack Obama’s investing potential, and reflected on beating Michael Jordan at basketball (Business Insider)
  13. China says US revoking of TikTok, WeChat ban a ‘positive step’ (USA Today)
  14. Inflation scare? Look at this chart before freaking out (MarketWatch)
  15. Natural-gas futures settle at highest since October; U.S. oil prices post a rally for the week (MarketWatch)
  16. Consumers at Their Most Optimistic Since Covid Hit. Inflation Remains Wild Card. (Barron’s)
  17. Don’t Expect $100 Oil Anytime Soon (Barron’s)
  18. Mexican Stocks Gain Appeal as President AMLO Loses Popularity (Barron’s)
  19. ‘Momentum’ Stocks Are a Mess. Why It’s Time to Buy Them Now. (Barron’s)
  20. Boeing Offloads Unclaimed MAX Jets as Air Travel Recovers (Wall Street Journal)
  21. Novak Djokovic Outlasts Rafael Nadal at the French Open (Wall Street Journal)
  22. What Does the Bond Market Know About Inflation? (Wall Street Journal)
  23. The vanishing billionaire: how Jack Ma fell foul of Xi Jinping (Financial Times)
  24. 15 More Undervalued Stocks with Momentum (Morningstar)
  25. The Rise of SPACs: IPO Disruptors or Blank Check Distortions? (aswathdamodaran)

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 86

Article referenced in VideoCast above:

How to lose $50 million hedging inflation…

Hedge Fund Tips with Tom Hayes – Podcast – Episode 76

Article referenced in podcast above:

How to lose $50 million hedging inflation…

Be in the know. 20 key reads for Friday…

  1. Is this the Manchin rally? Bonds are rising and stocks at record high as spending expectations wane (MarketWatch)
  2. ‘Ferris Bueller’s Day Off’ turns 35: Secrets behind the most iconic lines (New York Post)
  3. Didi Chuxing, China’s Ride-Hailing Giant, Unveils U.S. IPO Filing (Wall Street Journal)
  4. S. Lifts Some Iran Sanctions Amid Stalled Nuclear Talks (Wall Street Journal)
  5. Pay Attention to Profit Margins. Here’s Why. (Barron’s)
  6. Banks Are About to Hand Out Cash. How to Play It. (Barron’s)
  7. Vertex Shares Fall as Drug Fails. Analysts Say It’s Time to Buy. (Barron’s)
  8. S. Inflation Is Highest in 13 Years as Prices Surge 5% (Wall Street Journal)
  9. Amazon Faces Possible $425 Million EU Privacy Fine (Wall Street Journal)
  10. China Passes Law to Counter Foreign Sanctions (Wall Street Journal)
  11. Earmarks Are Back, Baby (Wall Street Journal)
  12. Another reason for worker shortages: Americans are starting businesses (USA Today)
  13. Merkel Says Biden Shows Multilateralism Is Back: G-7 Update (Bloomberg)
  14. Powell Gets Wall Street Buy-In to View That Inflation Won’t Last (Bloomberg)
  15. What the World’s Most Successful Real Estate Investor Is Buying (Bloomberg)
  16. Big Tech Is Going Public in India (Wall Street Journal)
  17. Great value rotation may already be over as investors embrace tech again (CNBC)
  18. Why the 5 Highest-Yielding Dow Stocks Are Great Second-Half Buys (24/7 Wall Street)
  19. The bond market says ‘meh’ (Financial Times)
  20. Meme Stocks’ Latest Frenzy Isn’t About a Short Squeeze (Wall Street Journal)