Tag: StockMarket

Be in the know. 30 key reads for Monday…

  1. 9 Beaten-Down Stocks That Look Promising (Barron’s)
  2. Wall Street set to rise after strong jobs data; eyes on services sector survey (Reuters)
  3. This simple chart nails why stocks are up: Morning Brief (Yahoo! Finance)
  4. Goldman Sachs Says Buy Energy After Pullback: 3 Dividend-Paying Stocks to Buy Now (24/7WallSt)
  5. US companies are expected to see their strongest profit growth in nearly 20 years after downward revisions were ‘too aggressive’ (Business Insider)
  6. Betrayal. The Energy Report 04/05/2021 (Phil Flynn)
  7. Consumer Staples Have Been Left Out of the Stock Rally. It Might Be Time to Buy. (Barron’s)
  8. IPOs Post Their Best Record Since 1995. What Comes Next. (Barron’s)
  9. Uneven Gains in Job Market Give Investors a Goldilocks Moment. Can It Last? (Barron’s)
  10. J&J Will Manufacture Its Own Vaccine at Emergent Facility Where Doses Were Ruined (Barron’s)
  11. The Stock Market’s First Quarter Was Strong. What Comes Next. (Barron’s)
  12. Individual Investors Retreat from Markets After Show-Stopping Start to 2021 (Wall Street Journal)
  13. If You Sell a House These Days, the Buyer Might Be a Pension Fund (Wall Street Journal)
  14. The Post-Pandemic Office Is Already Here—in Australia (Wall Street Journal)
  15. How Big Is Amazon, Really? (New York Times)
  16. GameStop to Offer Up to $1 Billion in Shares; Stock Declines (Bloomberg)
  17. Tesla China Demand Fuels ‘Home Run’ Quarter for Deliveries (Bloomberg)
  18. Do-Nothing SPACs Sag, Offering Investors a $1.1 Billion Return (Bloomberg)
  19. Investors should buy real assets – from wine to art – as inflation reaches a ‘secular turning point,’ Bank of America says (Business Insider)
  20. Las Vegas shows reopen: Here’s what will be different for audiences and performers (USA Today)
  21. Here’s the $4.5 trillion ‘firepower’ that will drive stocks higher in April, says strategist Thomas Lee (MarketWatch)
  22. US Airports Busiest In More Than Year On Good Friday (ZeroHedge)
  23. Biden says his $2.3-trillion infrastructure plan will create 19 million jobs — most would not require a college degree (MarketWatch)
  24. ‘Godzilla vs. Kong’ has best box-office debut since pandemic started (MarketWatch)
  25. Norwegian Cruise stock surges after plan submitted to CDC to resume U.S. cruises in July (MarketWatch)
  26. Opinion: How to make money from stocks — while you sleep (MarketWatch)
  27. Palm Beach County Mansions Scooped Up in Hot Pandemic Market (Bloomberg)
  28. CVS to now offer COVID-19 antibody tests for $38 (MarketWatch)
  29. Britian to Launch Large-Scale Effort to Find Pill for Early Onset Mild-to-Moderate COVID-19: Will they Include Repurposed Generics in the Investigation? (TrialSiteNews)
  30. Alibaba May Be Seeing Tough Times But, Alongside Tencent, Remains ‘The Benchmark’ For Chinese Tech Stocks: Analyst (Benzinga)

Be in the know. 10 key reads for Easter Sunday…

  1. Waffle House Chairman Joe Rogers Jr. Debuts As A Billionaire As Restaurant Industry Digs Out From Wreckage (Forbes)
  2. Billionaire Bill Foley Is SPAC Market’s Overlooked Star (Wall Street Journal)
  3. How Troubled Trader Bill Hwang Quietly Amassed $10 Billion (Forbes)
  4. Pfizer CEO Albert Bourla Helped Save The World. Can He Save His Company’s Stock? (Forbes)
  5. Tilman Fertitta says he’s been surprised by strength of his restaurants and casinos in March by Kevin Stankiewicz (CNBC)
  6. ECRI Weekly Leading Index Update (advisorperspectives)
  7. The Maserati Levante GTS: Behind The Wheel of a Racy Italian SUV (Maxim)
  8. What Information Do You Need in Order to Change? (Farnam Street)
  9. The Transcript 03.29.20: Higher Confidence (theweeklytranscript)
  10. Individual Investors Retreat from Markets After Show-Stopping Start to 2021 (Wall Street Journal)

Be in the know. 15 key reads for Saturday…

  1. Consumer Staples Have Been Left Out of the Stock Rally. It Might Be Time to Buy. (Barron’s)
  2. Don’t Raise Taxes for Infrastructure Push. The U.S. Should Be Like a Business and Borrow. (Barron’s)
  3. After 10 Years of Underperformance, Commodities Are Set to Boom. Here’s How to Play the Rally. (Barron’s)
  4. This Torrid Market Still Has Plenty of Room to Run (Barron’s)
  5. Two REIT Stocks See Large Insider Buys (Barron’s)
  6. U.S. Added 916,000 Jobs in March as Hiring Accelerated (Wall Street Journal)
  7. This 1950s Spanish Resort—Beloved by Audrey Hepburn—Is Still Going Strong (Wall Street Journal)
  8. Vaccine Trickle Becomes Torrent as U.S. Eligibility Rules Widen (Bloomberg)
  9. Bill Gates says companies have gone from staying private too long to going public too soon and that he’s avoiding ‘low quality’ SPACs (Business Insider)
  10. 2 consecutive days of gains points to a stronger than usual April for the stock market, Fundstrat’s Tom Lee says (Business Insider)
  11. Hotels reaching highest occupancy levels since the pandemic, Wyndham CEO says (CNBC)
  12. 76 all-cash offers on one home. The housing madness shows no signs of slowing (CNN Business)
  13. How Close Is The UK To Herd Immunity? (ZeroHedge)
  14. 10 Undervalued Wide-Moat Stocks (Morningstar)
  15. A History of Boats, Canals & Finance (investoramnesia)

Be in the know. 15 key reads for Friday…

  1. OPEC and Its Allies Agree to Gradual Increases in Oil Production (New York Times)
  2. Job Growth in U.S. Topped 900,000 in March as Hiring Broadened (Bloomberg)
  3. God and Man Collide in Bill Hwang’s Dueling Lives on Wall Street (Bloomberg)
  4. Why Biden’s Infrastructure Plan Is a Green Jobs Plan (Bloomberg)
  5. U.S. Small-Business Job Openings Rise to Record in March (Bloomberg)
  6. New Supercycle Makes Energy Billionaires Richer Globally (Bloomberg)
  7. The Bull Market Roulette Wheel Just Keeps Landing on Winners (Bloomberg)
  8. Saudis keep control of the oil market despite a production increase. (New York Times)
  9. Asia Goes Big on Hydrogen. What It Means for EVs. (Barron’s)
  10. Rehypothecated Leverage: How Archegos Built A $100 Billion Portfolio Out Of Thin Air… And Then Blew Up (ZeroHedge)
  11. Goldman Sachs Sees “Significant Downside Risk” to Apple (AAPL) Services Growth (Street Insider)
  12. First-time buyers fuel Manhattan housing market revival (Fox Business)
  13. Oil producer Pioneer to snap up rival DoublePoint for $6.4bn (Financial Times)
  14. Hotels are reaching the highest occupancy levels since the pandemic, Wyndham CEO says (CNBC)
  15. Here’s where the jobs are — in one chart (CNBC)

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 76

Article referenced in podcast above:

The Dua Lipa “Levitating” Stock Market (and Sentiment Results)…

Hedge Fund Tips with Tom Hayes – Podcast – Episode 66

Article referenced in podcast above:

The Dua Lipa “Levitating” Stock Market (and Sentiment Results)…

Be in the know. 20 key reads for Thursday…

  1. Top Analyst Says Software Stocks Are Expensive Now: 5 High-Value Conviction Buys (24/7 Wall Street)
  2. Spac boom fuels strongest start for global M&A since 1980 (Financial Times)
  3. Long-term US government bonds endure worst quarterly fall since 1980 (Financial Times)
  4. Archegos debacle reveals hidden risk of lucrative swaps (Financial Times)
  5. 5 Weirdest Corporate April’s Fool Pranks Of All Time: Voltswagen, Tesla Model W And More (Benzinga)
  6. The Wrong Guy. The Energy Report 04/01/2021 (Phil Flynn)
  7. Biden’s Push for Electric Cars: $174 Billion, 10 Years and a Bit of Luck (New York Times)
  8. 3 Underperforming IPO Stocks Worth a Second Look (Barron’s)
  9. It’s a Great Time to Own Financial Stocks. Here’s Why. (Barron’s)
  10. Optimistic Forecasts on Economy Might Still Be Too Dismal (Wall Street Journal)
  11. Biden’s $2.3 Trillion Infrastructure Plan Takes Broad Aim (Wall Street Journal)
  12. What’s in Biden’s $2 Trillion Corporate Tax Plan (Wall Street Journal)
  13. Shoppers Start to See Effect of Higher Commodity Costs (Wall Street Journal)
  14. How Japanese Investors Accelerated the Treasury Selloff (Wall Street Journal)
  15. Walgreens Reports Stronger Profit as Covid-19 Vaccine Rollout Ramps Up (Wall Street Journal)
  16. Pfizer says COVID-19 vaccine lasts 6 months, protects against variants (New York Post)
  17. Goldman Sachs Sees “Significant Downside Risk” to Apple (AAPL) Services Growth (Street Insider)
  18. US home prices are rising at their fastest in 15 years – and Goldman says they’ll surge another 7% this year (Business Insider)
  19. S&P 500 clears 4,000 milestone as data show U.S. factories booming (MarketWatch)
  20. Japan and South Korea reported unexpectedly strong economic data, as Asian stocks rise (MarketWatch)

The Dua Lipa “Levitating” Stock Market (and Sentiment Results)…

This week we chose Dua Lipa’s billboard hit (featuring DaBaby), “Levitating” to capture the current status of the stock market.  She describes it well with her lyrics: Continue reading “The Dua Lipa “Levitating” Stock Market (and Sentiment Results)…”