Tag: StockMarket

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. 20 key reads for Friday…

  1. Wells Fargo Has Used Its Lockdown Time Well (Wells Fargo)
  2. The U.S. economy is still improving: Morning Brief (Yahoo! Finance)
  3. Investors in uproar over Biden’s proposed capital gains tax rise (Financial Times)
  4. Fat Valuations and Tech Stocks Seen as at Risk in Biden Tax Plan (Bloomberg)
  5. Oil’s Hired Hands Declare Overseas Recovery With Robust 2022 (Bloomberg)
  6. Wall Street’s Trillion-Dollar ESG Club Comes With Huge Tax Perks (Bloomberg)
  7. Oil Frackers Best Be Boring on Earnings Calls (Bloomberg)
  8. Congress likely to cap Joe Biden’s capital gains tax hike at around 28%, Goldman Sachs says (Business Insider)
  9. With Few New Clotting Cases, Johnson & Johnson Pause Could Be Lifted Soon (New York Times)
  10. Get ready for $178 billion of selling ahead of the capital-gains tax hike. These are the stocks most at risk. (MarketWatch)
  11. Biden has pledged to tax the rich — but precisely how will he do that? Experts consider his options (MarketWatch)
  12. Opinion: With SPACs down as much as 90%, there are finally some good buys (MarketWatch)
  13. New home sales soar to highest level since 2006 (MarketWatch)
  14. HBO Max Gains Traction in a Crowded Field (New York Times)
  15.  With Few New Clotting Cases, Johnson & Johnson Pause Could Be Lifted Soon (New York Times)
  16. India Hits Global Record for Daily New Covid-19 Cases (Wall Street Journal)
  17. Here’s What CEOs Are Saying About Inflation This Earnings Season (Barron’s)
  18. Famed Investor Bill Miller Is Roaring Back With Amazon, Bitcoin, and GM (Barron’s)
  19. China, India Complicate Biden’s Climate Ambitions (Wall Street Journal)
  20. Southwest, American Say Leisure Travel Rebounding as Summer Season Approaches (Wall Street Journal)

Be in the know. 23 key reads for Thursday…

  1. ECB Keeps Rates Steady and Asset-Buying Program Unchanged (Barron’s)
  2. Audio Could Perk Up Facebook’s Eyes and Ears (Wall Street Journal)
  3. Netflix Will Need Some Post-Summer Blockbusters (Wall Street Journal)
  4. Dealers Are Selling Cars So Fast They Don’t Need to Borrow (Wall Street Journal)
  5. Johnson & Johnson Shows Health Economy Is Nearing Full Strength (Wall Street Journal)
  6. 4 Electric-Vehicle Charging Stocks at Fire-Sale Prices (Barron’s)
  7. US to propose emissions cut of at least 50% by end of decade (Financial Times)
  8. Koch Industries invests in supplier touted as alternative to Huawei (Financial Times)
  9. For Japan’s Top CEOs, It’s Change or Die (institutionalinvestor)
  10. Nikola (NKLA) , Travelcenters Of America (TA) Confirm Pact To Deploy Hydrogen Fueling Infrastructure (streetinsider)
  11. Tractor Supply shares jump after ‘record performance’ drives guidance increase (MarketWatch)
  12. Connor Bedard is 15 years old — and already touted as hockey’s next superstar (New York Post)
  13. Wall Street Starts to See Weakness Emerge in Bitcoin Charts (Bloomberg)
  14. How Left-for-Dead Hertz Bonds Returned 1,000% (Bloomberg)
  15. Michelin Picks Best Restaurants in Washington Despite Pandemic Closures (Bloomberg)
  16. US weekly jobless claims unexpectedly drop to new pandemic-era low of 547,000 (Business Insider)
  17. SPACs could drive $900 billion of dealmaking over the next 2 years despite the boom slowing, Goldman says (Business Insider)
  18. Pfizer declares 39c per share cash dividend, says dividend won’t be cut (TheFly)
  19. The Job Market Is Tighter Than You Think (Wall Street Journal)
  20. Dow Earnings Smashed Expectations. Investors Should Take Note. (Barron’s)
  21. Goldman Sachs says S&P 500 returns may tumble as U.S. economic growth peaks. Buy these stocks. (MarketWatch)
  22. Opinion: Warren Buffett could teach traders in dogecoin, GameStop and other hot trends a few things about ‘Mr. Market’ (MarketWatch)
  23. Demand may exceed supply as CEO of one of the world’s biggest hotel groups sees ‘surge’ in bookings (MarketWatch)