Kitco News – Thomas Hayes – Chairman of Great Hill Capital – September 22, 2021
Tag: StockMarket
Where is money flowing today?
Data Source: Finviz
Be in the know. 27 key reads for Wednesday…
- Verizon Expects a Big Year for 5G—and Potential Price Hikes (Barron’s)
- AT&T’s CEO Says the Stock Is Undervalued. (Barron’s)
- SoftBank to Back Steven Mnuchin’s $2.5 Billion Private Equity Fund (Barron’s)
- China Evergrande Reaches Deal on Key Domestic Bond Payment. What That Means. (Barron’s)
- Fed Meeting Ends Today. Look for Clues on Taper Timing, Interest-Rate Liftoff. (Barron’s)
- Evergrande Crisis Isn’t a Lehman Brothers Event That Will Take Down the Market (Barron’s)
- Big Tax Changes Are Brewing What You Need to Know. (Barron’s)
- The Bond Market Has Had a Historic Bull Run. Here’s What We’ve Said About It Over the Years. (Barron’s)
- SoftBank to Back Steven Mnuchin’s $2.5 Billion Private Equity Fund (Barron’s)
- 5 Things to Know About the Democrats’ Tax Proposals (Barron’s)
- Powell’s Taper Tightrope Could Be Complicated by Fed ‘Dots’ (Wall Street Journal)
- SEC’s Gensler Doesn’t See Cryptocurrencies Lasting Long (Wall Street Journal)
- Russia’s New Gas Pipeline to Germany Delivers More Power to Moscow (Wall Street Journal)
- Uber Says First Adjusted Profit Possible This Quarter (Wall Street Journal)
- FedEx Earnings Reflect Labor Shortage, Supply-Chain Woes (Wall Street Journal)
- China’s Regulatory Storm Risks Triggering Wider Economic Damage (Wall Street Journal)
- Global Traders Given Evergrande Reprieve as PBOC Adds Liquidity (Bloomberg)
- Jerome Powell Is Confronting a World of Risks to the Fed’s Taper Timeline (Bloomberg)
- Democrats’ Big Plans Shrink in Face of Disunity, Implacable GOP (Bloomberg)
- Fed Dot Plot to Show Debate on 2022 Liftoff: Decision-Day Guide (Bloomberg)
- Stronger mortgage demand points to September surge in home sales (CNBC)
- 4 reasons why the market will see a full rebound from the Evergrande sell-off as early as this week, according to Fundstrat’s Tom Lee (Business Insider)
- News Corp sets new $1 billion stock buyback program (marketwatch)
- Move to These 5 Big Dividend Winners Now (247wallst)
- Hardly Evergrande: China’s economy seen needing more support as curbs on property and tech take toll (Reuters)
- Cheerios-owner General Mills sales jump on pet food boom (Yahoo! Finance)
- Evergrande and the end of China’s ‘build, build, build’ model (Financial Times)
Where is money flowing today?
Data Source: Finviz
Quote of the Day…
Be in the know. 15 key reads for Tuesday…
- ConocoPhillips Buys ‘Prime’ Permian Assets Amid Royal Dutch Shell Climate Shift (IBD)
- JPMorgan says buy that S&P 500 dip, but you might want to look at this chart first (MarketWatch)
- Federal Reserve Meeting’s S&P 500 Impact Hinges On One Thing — Not The Taper (IBD)
- Uber Could Be Profitable in the Third Quarter. The Stock Rides Higher. (Barron’s)
- J&J Says Its Booster Shot Works, but Emphasizes First Doses (Barron’s)
- Inflation Serious Challenge but Will Fade Over Time: OECD (Barron’s)
- How Caterpillar and 4 More Industrial Stocks Could Gain From Evergrande’s Credit Troubles (Barron’s)
- Hong Kong Tycoons, Casino Giants Find Respite in Stock Rebound (Bloomberg)
- Wall Street’s Message on Evergrande: China Has It Under Control (Bloomberg)
- The Energy Report 09/21/2021 (Phil Flynn)
- Blue Chip Defense Leader Among 4 Top Stocks With Dividend Hikes Expected This Week (24/7 Wall Street)
- Homebuilding rebounds in August (Fox Business)
- Dalio Says Evergrande Crisis ‘Manageable’ Even as Investors Hurt (Bloomberg)
- JPMorgan’s market guru says the Evergrande crisis is a chance to buy the dip in US stocks — and predicts the S&P 500 will surge 8% by year-end (Business Insider)
- Silicon Valley’s quest to live forever could benefit humanity as a whole — here’s why (CNBC)
Where is money flowing today?
Data Source: Finviz
Be in the know. 10 key reads for Monday…
- Evergrande contagion threat hits global markets (Financial Times)
- How Beijing’s Debt Clampdown Shook the Foundation of a Real-Estate Colossus (Wall Street Journal)
- Warren Buffett’s Grandnephew Is Beating Berkshire Hathaway (Barron’s)
- Evergrande Contagion Fears Test Xi’s Resolve (Bloomberg)
- Evergrande: predictability of defaults reduces contagion risk (Financial Times)
- Big tech companies snap up smaller rivals at record pace (Financial Times)
- 5 Top Goldman Sachs Conviction List Stocks to Buy Pay Big, Safe Dividends (24/7wallst)
- Netflix Breaks Through at the Emmys on Night Streaming Dominates (Bloomberg)
- FedEx Earnings Are Coming. They’ll Be a Big Deal. (Barron’s)
- How the Energy Market Is Changing. Oil’s Oracle, Daniel Yergin, Describes the New Dynamics. (Barron’s)
Be in the know. 10 key reads for Sunday…
- S&P 500 down 25 of 31 during week after September quarterly options expiration, average loss 0.94% (Almanac Trader)
- China Defends Tech Crackdown in Meeting With Wall Street Chiefs (Bloomberg)
- Would-Be NFT Millionaires Throw a Dart and Usually Hit a Dud (Bloomberg)
- 10 Healthcare Stocks to Buy According to Mario Gabelli (Insider Monkey)
- Shanghai encourages ‘duty-free economy’ as part of consumer push (Reuters)
- Iran Says it May Hold Nuclear Talks at UN Summit in New York (Bloomberg)
- Earnings Alarm Bells Ringing for Market Showing Signs of Fatigue (Bloomberg)
- Bond Edition Defender V8 Ready for Duty on Her Majesty’s Secret Service (Road & Track)
- Junk-Debt Sales Soar Toward Record Year (Wall Street Journal)
- Natural-Gas Prices Surge, and Winter Is Still Months Away (Wall Street Journal)
Defense & Aerospace Earnings Estimates/Revisions
In the spreadsheet above I have tracked the 2021 and 2022 earnings estimates for the top 30 weights of the Defense & Aerospace ETF (ITA).
Continue reading “Defense & Aerospace Earnings Estimates/Revisions”


