Tag: StockMarket

Unusual Options Activity – Alibaba Group Holding Limited (BABA)

Data Source: barchart

Today some institution/fund purchased 3,222 contracts of March $130 strike calls (or the right to buy 322,200 shares of Alibaba Group Holding Limited (BABA) at $130). The open interest was just 134 prior to this purchase. Continue reading “Unusual Options Activity – Alibaba Group Holding Limited (BABA)”

Be in the know. 21 key reads for Wednesday…

  1. Boeing and Spirit Airlines upgraded to outperform at Bernstein on expectations for recovery in air travel (MarketWatch)
  2. Tech stocks were just stomped. Here’s what to watch next, according to Goldman Sachs. (MarketWatch)
  3. Only 47 stocks in the S&P 500 have fallen over the past year — Wall Street predicts they will climb up to 54% in 12 months (MarketWatch)
  4. Dollar Tree adds $1.05 billion to share buyback program, bringing total to $2.5 billion (MarketWatch)
  5. Dollar Tree to Sell More Items Above $1 as Costs Rise (Wall Street Journal)
  6. Merck Says Its Covid-19 Antiviral Pill Looks Good Against Variants (Barron’s)
  7. Meet Ramzi Musallam, Wall Street’s Top-Secret Billionaire Investor (Forbes)
  8. What Is in the $3.5 Trillion Reconciliation Bill? (Wall Street Journal)
  9. Catch the Early Bird Special on Restaurant Stocks (Wall Street Journal)
  10. Bond-Yield Surge Challenges Investor Confidence in Big Tech Companies (Wall Street Journal)
  11. China Evergrande Has Made Restructuring Progress. What to Know. (Barron’s)
  12. How Bad Are Things in China? Goldman Sachs Just Slashed Its Growth Forecast to Zero. (Barron’s)
  13. Elon Musk Weighs In on Space Travel, Crypto, Death, and Taxes (Barron’s)
  14. China Evergrande Group said it plans to raise about $1.5 billion by selling a minority stake in a Chinese bank to a state-owned enterprise. (Wall Street Journal)
  15. ‘No Time to Die’ is Bond shaken, not stirred — and a fitting last outing for Daniel Craig (New York Post)
  16. Crisis Pause. The Energy Report 09/29/2021 (Phil Flynn)
  17. Cargill Sees Bullish Signs for Agricultural Commodities, Despite China Weakness (Bloomberg)
  18. China Hidden Local Government Debt Is Half of GDP, Goldman Says (Bloomberg)
  19. Brian Sullivan: Five key takeaways from OPEC’s 2045 oil outlook (CNBC)
  20. More than a quarter of Nasdaq-100 stocks are in bear markets — Wall Street sees a buying opportunity (MarketWatch)
  21. Valuing stocks: why investors should look harder at expectations (Financial Times)

Be in the know. 25 key reads for Tuesday…

  1. Bond Yields Are Rising. These Stocks Could Be Good Bets. (Barron’s)
  2. It’s time to increase investment in Chinese stocks as risks of government intervention are priced in, BlackRock says (businessinsider)
  3. China asking state-backed firms to pick up Evergrande assets – sources (Reuters)
  4. Boeing Stock Is Rising After Getting Good News From an Unusual Source (Barron’s)
  5. Iran says nuclear talks to resume ‘very soon,’ gives no date (Reuters)
  6. AMD CEO Sees Chip Shortage Easing in 2022 (Barron’s)
  7. Ford Just Went All-In on EVs. It Will Have a Megacampus to Compete With Tesla’s Gigafactories. (Barron’s)
  8. Merck Reportedly Close to Buying Acceleron Pharma (Barron’s)
  9. Xi Jinping Grasps for Power, Even If It Means Hurting Business (Barron’s)
  10. Here Are the 10 Cheapest Mid-Cap Stocks (Barron’s)
  11. Which Stocks Corporate Insiders Are Buying Now (Barron’s)
  12. In China, Even Jump-Rope is Competitive—So Parents Pay for Lessons (Wall Street Journal)
  13. China Releases Two U.S. Citizens Blocked From Leaving Since 2018 (Wall Street Journal)
  14. Tom Brady Speaks His Mind (Wall Street Journal)
  15. Bank Mergers Are On Track to Hit Highest Level Since the Financial Crisis (Wall Street Journal)
  16. OPEC Predicts a Winner in Global Energy Transition: OPEC (Wall Street Journal)
  17. Fed Chief Jerome Powell Says Inflation Is Elevated but Likely to Moderate (Wall Street Journal)
  18. China’s Xi Calls For More R&D Spending and High-Tech Talent (Bloomberg)
  19. Goldman Sachs cuts its China GDP forecast for 2021, warning the economy’s energy crunch is yet another growth shock (businessinsider)
  20. Is energy sector now so cheap that investors will put their green preferences on a back burner? (MarketWatch)
  21. Exclusive-Fed’s Bullard: More aggressive Fed stance best to ensure longer expansion (Reuters)
  22. General Electric (GE) Price Target Raised at Cowen Ahead of Q3 Print (streetinsider)
  23. 5 Dow Stocks With the Biggest Dividends Are Great Q4 Buys Now (247wallst)
  24. China’s Electricity Crunch Is World’s Latest Supply-Chain Threat (Yahoo! Finance)
  25. Oil prices rise above $80 a barrel for first time in three years (Financial Times)

Be in the know. 20 key reads for Monday…

  1. Great Reopening Trade Is Back as Hedge Funds Add Stock Longs (Bloomberg)
  2. Warren Buffett used the ‘Mona Lisa’ to explain why art is a terrible investment – but then compared Berkshire Hathaway to an art museum (Business Insider)
  3. Europe’s Energy Crisis Is Coming for the Rest of the World, Too (Bloomberg)
  4. What History Says a Shutdown Means (Barron’s)
  5. Oil Prices Surge. Here’s How High Goldman Sachs Says They Can Go. (Barron’s)
  6. How China Plans to Avert an Evergrande Financial Crisis (New York Times)
  7. New Limits Give Chinese Video Gamers Whiplash (New York Times)
  8. Rolls-Royce Surges on Report of $2 Billion ITP Unit Sale to Bain (Bloomberg)
  9. UPDATE 1-Rolls-Royce chosen by U.S. for new B-52 engines in contract worth up to $2.6 bln (Yahoo! Finance)
  10. The ‘Dividend Aristocrats’ With the Safest Payouts (Barron’s)
  11. Debt-Limit Standoff Could Force Fed to Revisit Emergency Playbook (Wall Street Journal)
  12. Individuals Embrace Options Trading, Turbocharging Stock Markets (Wall Street Journal)
  13. Cargo Piles Up as California Ports Jostle Over How to Resolve Delays (Wall Street Journal)
  14. S.-EU Trade Summit in Pittsburgh Aims to Deepen Economic Ties (Wall Street Journal)
  15. Orders for U.S. Business Equipment Rise for Sixth Straight Month (Bloomberg)
  16. China’s Tech Tycoons Pledge Allegiance to Xi’s Vision (Bloomberg)
  17. Anthony Scaramucci says people claiming big institutions are keen on crypto aren’t being totally honest (Business Insider)
  18. It’s hard to be bearish on the stock market as risk-happy millennials inherit $2 trillion per year, Fundstrat’s Tom Lee says (Business Insider)
  19. Fed’s Evans: U.S. economy “close” to meeting bond taper threshold (Street Insider)
  20. 5 European Dividend Aristocrats Offer Huge Income and Growth Potential (247wallst)

Be in the know. 10 key reads for Sunday…

  1. Ted Lasso’s leadership lessons (Financial Times)
  2. China’s war on fun (unherd)
  3. Hubert Joly on the Heart of Business (Podcast) (Bloomberg)
  4. September Seasonality Update (Almanac Trader)
  5. Home Builders Might Be a Home Run Once Supply Woes Ease (Wall Street Journal)
  6. COVID-19 vaccine boosters could mean billions for drugmakers (AP)
  7. Eddie Murphy Signs 3-Movie Deal with Amazon Studios (maxim)
  8. ‘Succession’ Season 3 Trailer: First Look at New Characters Played By Adrien Brody and Alexander Skarsgård (maxim)
  9. Why An Aging China Matters (NPR Planet Money)
  10. How To Understand the Inflation We’re Seeing Right Now (Bloomberg)