- How Clever Deals Made Houston Rockets Owner Tilman Fertitta Billions Richer During The Pandemic (Forbes)
- KKR: memories from Barbarians at the Gate (Financial Times)
- 2021 Forbes 400 (Forbes)
- Meet The 44 Newcomers Joining The Forbes 400 List Of America’s Richest People (Forbes)
- ECRI Weekly Leading Index Update (advisorperspectives)
- Mercedes-Benz Reveals Mil-Spec G-Wagen With Ultra-Rugged Upgrades (Maxim)
- Robert Cialdini: The Principles of Persuasion [The Knowledge Project Ep. #122] (Farnam Street)
- Walter Isaacson: Curiosity Fuels Creativity [The Knowledge Project Ep. #121] (Farnam Street)
- 45 Fascinating Facts About James Bond (mentalfloss)
- Michael Pettis on What Evergrande Means for China’s Macro Economy (Bloomberg)
Tag: StockMarket
Be in the know. 45 key reads for Saturday…
- Charles Munger: Bet Heavily When An Opportunity Presents (acquirersmultiple)
- 3 reasons China in the 2020s could start slowing dramatically like Japan in the 1990s (businessinsider)
- China’s Xi Says Common Prosperity Doesn’t Mean Full Equality (Bloomberg)
- Value stocks are unloved, unsexy, and poised to make a killing over the next decade (fortune)
- Stocks Are Still the Place to Be, Our Exclusive Big Money Poll Finds (Barron’s)
- Academics cast harsh light on composition of S&P index (Financial Times)
- The Man Behind Moderna on What’s Next in Biotech (Barron’s)
- Wise Words from Warren Buffett (novelinvestor)
- US to ease travel restrictions for vaccinated foreign nationals from November 8 (Financial Times)
- J&J Booster Backed by FDA Advisory Committee. Here’s What Comes Next. (Barron’s)
- History of Sovereign Defaults & Debt Limits (investoramnesia)
- Jack Ma and the Chinese tech titans’ mission to give away billions (Financial Times)
- The First Bitcoin Futures ETF Is Coming Next Week. What Investors Need to Know. (Barron’s)
- How private equity came to resemble the sprawling empires it once broke up (Financial Times)
- Verizon (VZ) Dividend Stock Analysis (dividendgrowthinvestor)
- 3 Trends to Watch in Digital Advertising (morningstar)
- This Market Reflects Investors’ Pessimism. Time for Some Optimism. (Barron’s)
- Growth Bubble: Making Money on Companies That Make No Money (gmo)
- Can Small Caps Regain Leadership? (royce)
- Big Tech Rules the Stock Market. Why It’s Not Time to Relax. (Barron’s)
- Why the Stock Market Decline Is Over — For Now (Barron’s)
- Peter Lynch: The Next 10-Bagger Is Staring You In The Face (acquirersmultiple)
- 5 Stocks That Aren’t Banks to Play a Steepening Yield Curve (Barron’s)
- The Threat of Stagflation Is Haunting Investors. Here’s How Scared You Should Be. (Barron’s)
- How I Built The Tim Ferriss Show to 700+ Million Downloads — An Immersive Explanation of All Aspects and Key Decisions (Featuring Chris Hutchins) (#538) (Tim Ferriss)
- A Meeting of Great Minds: Bill Miller and William Green (millervalue)
- The FDA Is About to Make Some Major Drug Decisions. What Investors Need to Know. (Barron’s)
- Koch Industries Invests in Covid-19 Tests, IoT Firm (Barron’s)
- Value stocks: Assessing 3 key drivers (fidelity)
- Retail Stocks Are All Over the Place Now. How to Choose Carefully. (Barron’s)
- 33 Undervalued Stocks for the Fourth Quarter (Morningstar)
- Tech Earnings Will Be Dominated by Shortage Talk. Investors Beware. (Barron’s)
- Financials and energy stocks are cheap: Oakmark’s Nygren (CNBC)
- Dell Is a Leader in PCs. How a Spinoff Could Unlock the Value in the Stock. (Barron’s)
- 10 Undervalued Stocks With Solid Dividends (morningstar)
- Don’t Count Out Covid-19 Monoclonal Antibody Treatments, Analyst Says. These Are the Stocks to Watch. (Barron’s)
- Investing in 2021 with Cathie Wood & Andrew Ross Sorkin (SALT)
- India’s Tech IPOs Look Too Pricey. How to Play the Stock Market’s Momentum. (Barron’s)
- 24: Warren Buffett, Bobby Fischer and Chess: How To Simplify Your Investing Process (And Get Better Results Too) (watchlistinvesting)
- Venice Is Open to Tourists—and It’s a Steal (Wall Street Journal)
- Today’s Tech Founders Don’t Just Own the Company. They’re Also Getting Huge Pay Packages. (Wall Street Journal)
- Jack Hughes’ OT goal propels Devils past Blackhawks (New York Post)
- Jim Cramer says strong bank earnings have changed the tone of the stock market (CNBC)
- Goldman Says China Won’t Cut Reserve Requirement Ratio This Year (Bloomberg)
- Goldman Sachs CEO Says Wage Inflation Is Spreading Through Economy (Bloomberg)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 104
Article referenced in VideoCast above:
The Walker Hayes, “Fancy Like” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 94
Article referenced in podcast above:
The Walker Hayes, “Fancy Like” Stock Market (and Sentiment Results)…
Unusual Options Activity – The Boeing Company (BA)
Data Source: barchart
Today some institution/fund purchased 15,100 contracts of Dec. $220 strike calls (or the right to buy 1,510,000 shares of The Boeing Company (BA) at $220). The open interest was 7,181 prior to this purchase. Continue reading “Unusual Options Activity – The Boeing Company (BA)”
Where is money flowing today?
Data Source: Finviz
Be in the know. 27 key reads for Friday…
- This Earnings Season Was Supposed to Be Terrible. It’s Turning Out Pretty Good. (Barron’s)
- China risks making ‘big mistakes’ with widespread crackdown, says ex-IMF chief economist (CNBC)
- Sweden’s inflation experience may show where the U.S. and other developed markets are going (marketwatch)
- Banks Beat Earnings Estimates, Pushing up Shares (Barron’s)
- 2 Large Cap Biotech Leaders Pay Big Dividends and Have Huge Upside Potential (247wallst)
- Elon Musk Says Starlink Can Do Wi-Fi on Planes. When He Talks, Stocks Move. (Barron’s)
- Oil Set for Eighth Straight Week of Gains Amid Energy Crunch. These Stocks Benefit. (Barron’s)
- Johnson & Johnson Puts New Unit Holding Talc Claims Into Bankruptcy (Barron’s)
- Walgreens Rallies as Earnings Top Estimates and It Boosts Stake in VillageMD (Barron’s)
- AT&T Gets Another Upgrade. Still, It’s a Slow Climb Out of a Deep Hole. (Barron’s)
- 3 Million Workers Are Missing. Where Did They Go? (Wall Street Journal)
- United Airlines Bets on Return of Trans-Atlantic Travel (Wall Street Journal)
- Banksy’s Shredded Artwork Sells for $25.4 Million (Wall Street Journal)
- China and the U.S. Sabotage Their Own Tech Companies (Wall Street Journal)
- Retail Sales Rise, Showing Resilient U.S. Consumers (Wall Street Journal)
- Goldman Sachs Profit Rises on Deal Bonanza (Wall Street Journal)
- Evergrande fallout is ‘controllable,’ China’s central bank says (New York Post)
- ‘Boomerang employees’ who quit jobs during pandemic may soon beg for them back (New York Post)
- The big banks are bullish about the recovery. (New York Times)
- NHL started its $1 billion deal with ESPN and Turner Sports – here’s how many people watched the season openers (CNBC)
- Warren Buffett’s Berkshire Hathaway plowed $2.1 billion into Bank of America stock in 12 days last year. It has nearly doubled its money already. (businessinsider)
- Evercore ISI Adds Uber (UBER) to Tactical Outperform List, Seen as ‘One of the Least Riskiest Net Stocks’ (StreetInsider)
- Wells Fargo: Here’s The Best Asset To Own When Inflation Strikes (IBD)
- PGIM: Beware the Hype Around Blockchain and Autonomous Vehicles (institutionalinvestor)
- Fumio Kishida pledges to steer Japan away from Abenomics (Financial Times)
- Junk Loans Shine as Investors Pile Into Riskiest Parts of CLOs (Wall Street Journal)
- UnitedHealth Boosts Outlook, Sees Less Impact From Covid-19 Costs Next Year (Wall Street Journal)
Thomas Hayes – Channel NewsAsia – CNA Singapore TV Appearance – 10/14/2021
Channel NewsAsia – CNA Singapore TV Appearance – Thomas Hayes – Chairman of Great Hill Capital – September 2, 2021
Where is money flowing today?
Data Source: Finviz
Be in the know. 20 key reads for Thursday…
- Energy crisis? What experts are saying as world faces historic energy-price crunch (marketwatch)
- Wells Fargo profit jumps nearly 60% in the quarter, revenue tops expectations (CNBC)
- Biting the Hand. The Energy Report 10/14/2021 (Phil Flynn)
- Bank of America Tops Earnings Estimates (Barron’s)
- Morgan Stanley’s Earnings Beat Expectations. (Barron’s)
- Walgreens Stock Gains as Earnings Top Estimates. (Barron’s)
- Accelerating Inflation Spreads Through the Economy (Wall Street Journal)
- JPMorgan posts surprisingly strong profits as bank releases pandemic reserves (New York Post)
- A. Port to Operate Around the Clock to Ease Cargo Logjams (Wall Street Journal)
- Michael Dell Talks About Covid, China, and Facing Carl Icahn (Bloomberg)
- China’s Power Crisis Will Affect Industries Worldwide: Fickling (Bloomberg)
- Fed Officials Saw Taper Starting in Mid-November or Mid-December (Bloomberg)
- Citigroup profit surges 48%, driven by strong trading revenue (CNBC)
- Jim Cramer says the Fed doesn’t need to ‘destroy the economy’ to beat inflation (CNBC)
- Taiwan Semiconductor posts record third-quarter profit on strong chip demand (marketwatch)
- Goldman Sachs says oil prices could be higher for much longer (CNBC)
- Uber Inc. (UBER) Driver Analysis Point to Potential Share Gains Over Lyft – RBC Capital (streetinsider)
- Evergrande crisis leaves Chinese developers shut out of global debt markets (Financial Times)
- Covid success of mRNA vaccines opens way to a new generation of drugs (Financial Times)
- The real question about China for investors (Financial Times)


