Tag: StockMarket

The “Pay it Forward” Stock Market (and Sentiment Results)…

Several weeks ago I was asked to speak to the University of Bristol’s, “Women in Finance Society.”  I had never spoken to college students before, and did not know what to expect, but I was glad to share my experiences and see if it could help the next generation of Women Leaders in the finance industry.

I learned this philosophy of “pay it forward” from my first mentor/employer in the industry.  He used to fly in an entire class from his mid-west college Alma Mater (at his own expense) each year to either meet Warren Buffet in Omaha or major business leaders like Jamie Dimon in New York City.  They would share their experiences and impart their wisdom on the young students just starting their careers. Continue reading “The “Pay it Forward” Stock Market (and Sentiment Results)…”

Be in the know. 18 key reads for Wednesday…

  1. Alibaba Stock Keeps Rising as Founder Jack Ma Reportedly Visits Europe (Barron’s)
  2. Hong Kong Stocks Rise Fastest in World as Crackdown Concern Ebbs (Bloomberg)
  3. Verizon’s Earnings Topped Estimates. Its Stock Is Rising. (Barron’s)
  4. Here’s what legendary investor Bill Miller said in his final investment letter (MarketWatch)
  5. Why an Emerging Market Fund Is Sticking With Chinese Stocks (Barron’s)
  6. One of the most bullish firms on Wall Street just hiked its S&P 500 price target — here’s why (MarketWatch)
  7. United Airlines earned $473 million in the third quarter as travel demand stayed strong. (New York Times)
  8. Xi is facing resistance from within of China’s Communist Party to a proposed nationwide property tax aimed at curbing housing speculation. (Wall Street Journal)
  9. Resistance to Buying Stocks Is Becoming Evermore Futile: John Authers (Bloomberg)
  10. Saudi Arabia Says OPEC+ Is Powerless to Ease Gas Crisis (Bloomberg)
  11. Famed investor Paul Tudor Jones says inflation could be worse than feared, biggest threat to markets and society (CNBC)
  12. The Great Resignation: Why millions of workers are quitting (CNBC)
  13. Cramer says ‘stop freaking out’ about inflation and buy these companies that benefit from it (CNBC)
  14. Netflix earnings, subscribers get a ‘Squid Game’ bounce, but forecast is tamer (MarketWatch)
  15. Netflix (NFLX) Beats Estimates but Shares Slip on Conservative 4Q Net Adds Outlook, Analysts Mostly Positive and Raise Price Targets; Deutsche Bank Downgrades to Hold (streetinsider)
  16. Biogen (BIIB) Stock Edges Higher on Strong Earnings, Sales of New Alzheimer Drug Just $300k (Street Insider)
  17. Intel (INTC) Likely to Meet or Beat 3Q Estimates but 2022 Indications Will Be The Focus – Susquehanna (streetinsider)
  18. China’s new home prices stall for first time since COVID-19 (Reuters)

Be in the know. 20 key reads for Tuesday…

  1. Alibaba Unveils In-House Chip to Boost Cloud Services. Amazon, Microsoft Beware. (Barron’s)
  2. Xi Dials Back China’s Economic Overhaul as Masses Feel Pain (bloomberg)
  3. Market bull Jim Paulsen downplays inflation fears, sees rising prices contributing to an economic boom (CNBC)
  4. China Weighs Coal Market Intervention to End Stunning Rally (Bloomberg)
  5. Why Dividend-Paying Aerospace and Defense Stocks Should Be Bought Now (24/7 Wall Street)
  6. Oilfield Service Providers: Halliburton Earnings In Line, But HAL Sees Long ‘Upcycle’ As Crude Prices Soar (Investor’s Business Daily)
  7. Johnson & Johnson Stock Gains as Earnings Top Estimates (Barron’s)
  8. Buy U.K. banks because interest rates are going up, says UBS (MarketWatch)
  9. Manchin Doubts Congress Will Complete Biden’s Agenda by Oct. 31 (Barron’s)
  10. Fund managers have turned negative on global growth and profits. Here’s what they’re buying. (MarketWatch)
  11. Chinese EV Maker XPeng Wants to Make Flying Cars A Reality (Barron’s)
  12. China Faces Slower Growth Path as It Pursues Longer-Term Reforms (Wall Street Journal)
  13. Procter & Gamble to raise prices on more staples (FoxBusiness)
  14. “We’ll be mass producing EVs in 2024” says Xiaomi (asiamarkets)
  15. Walmart (WMT) Added to Goldman’s Conviction Buy List, Target (TGT) Removed (streetinsider)
  16. Nuclear Fusion Edges Toward the Mainstream (New York Times)
  17. S. Housing Starts Fell Last Month, Led by Multifamily Slowdown (Bloomberg)
  18. China’s Xi Vows Tighter Oversight of Tech Firms, Digital Economy (Bloomberg)
  19. The S&P 500 just reclaimed a key technical level that paves the way for a year-end rally, Fundstrat says (businessinsider)
  20. A $14 trillion cash pile will help US stock allocations hit new highs in 2022, Goldman says (Business Insider)

Be in the know. 17 key reads for Monday…

  1. Alibaba plans to launch own cloud server chip, Caixin Global reports (TheFly)
  2. Steven Romick just loaded up on these China stocks (asiamarkets)
  3. Staff Says Wall Street Is Getting Inflation Call All Wrong (Bloomberg)
  4. China Property and Energy Crises Deliver Blow to GDP Growth (Bloomberg)
  5. China’s economy stumbles on power crunch, property woes (Reuters)
  6. China’s Growth Hit by Energy and Property Problems (Barron’s)
  7. This Market Reflects Investors’ Pessimism. Time for Some Optimism. (Barron’s)
  8. Facebook to Hire 10,000 People to Build Its ‘Metaverse.’ What That Means. (Barron’s)
  9. Supply-Chain Bottlenecks, Elevated Inflation to Last Well Into Next Year, Survey Finds (Wall Street Journal)
  10. The Amazing Things You’ll Do in the ‘Metaverse’ and What It Will Take to Get There (Wall Street Journal)
  11. Rising Mortgage Rates Shift Lenders’ Focus to Home Buyers (Wall Street Journal)
  12. Goldman Sachs Cleared to Own All of China Unit (Wall Street Journal)
  13. China Can ‘Contain’ Risks; Home Sales Drop: Evergrande Update (Bloomberg)
  14. Jamie Dimon is just one finance leader not buying the bitcoin hype as it heads back to its record high. Here are 18 other skeptics. (businessinsider)
  15. ‘Crazy’ bets on $200 oil invade the options market (FoxBusiness)
  16. Nato to expand focus to counter rising China (Financial Times)
  17. Xi Jinping undeterred from structural shifts despite China’s economic slowdown (Financial Times)