This week we chose AC/DC’s 1990 Billboard Hit, “Thunderstruck” to capture current stock market sentiment. On Friday, we got a tremendous miss with the Jobs Report coming in at +235K jobs versus +750k estimated. Continue reading “The AC/DC “Thunderstruck” Stock Market (and Sentiment Results)…”
Tag: StockMarket
Where is money flowing today?
Be in the know. 17 key reads for Wednesday…
- Manchin privately tells WH he’ll back $1T of Biden’s budget resolution: report (Fox Business)
- Wall Street sees as much as 56% upside for its 20 favorite stocks (MarketWatch)
- Goldman Sachs Expects Less GDP Growth This Year. Blame Delta and Consumer Spending. (Barron’s)
- 5 Utility Stocks for Investors Chasing Yield (Barron’s)
- BlackRock responds to Soros’ criticism of its China investments (Fox Business)
- Intel’s Salvation Lies in Europe—but Not With Fabs (Wall Street Journal)
- Wells Fargo Isn’t Missing the Party Yet (Wall Street Journal)
- Intel to Invest Up to $95 Billion in European Chip-Making Amid U.S. Expansion (Wall Street Journal)
- Elliott Management Has a More Than $1 Billion Stake in Citrix Systems (Wall Street Journal)
- Wall Street Can’t Get Enough Fixer-Upper Houses (Wall Street Journal)
- Apple Likely Has More App Store Deals to Make (Wall Street Journal)
- SEC needs to find a way to curb payment for order flow (Financial Times)
- Japan upgrades Q2 GDP on stronger business spending (Reuters)
- 5 reasons why UBS just boosted its year-end S&P 500 forecast to among the highest on Wall Street (Business Insider)
- China’s central bank keeps the brakes on economic stimulus (CNBC)
- Investment Banks Turn Sour on U.S. Equity Outlook (Bloomberg)
- Ray Dalio Says China Opportunities Can’t Be Neglected (Bloomberg)
Where is money flowing today?
Data Source: Finviz
Quote of the Day…
Be in the know. 22 key reads for Tuesday…
- Multiplying Crackdowns Haven’t Stopped Cash Pouring Into China (Bloomberg)
- Millions of Americans Travel Over Holiday Weekend Despite Covid Outbreaks (Barron’s)
- Tired of Losing Yet? The Energy Report 09/07/2021 (Phil Flynn)
- China’s economy gets welcome boost from surprisingly strong Aug exports (Reuters)
- COLUMN-Hedge funds in historic double-down on higher U.S. yields: Jamie McGeever (Reuters)
- Goldman Cuts Its US GDP Forecast For The Third Time In The Past Month (ZeroHedge)
- From Cradle to Grave, Democrats Move to Expand Social Safety Net (New York Times)
- China and Big Tech: Xi’s blueprint for a digital dictatorship (Financial Times)
- Famed Wharton professor says the next inflation reading is more important than the monthly jobs report. (Business Insider)
- Taper your pessimism — Fed’s actions won’t derail U.S. stocks, Barclays strategists say (MarketWatch)
- Boeing Now Has an Airbus Problem to Add to the List (Barron’s)
- Disney’s ‘Shang-Chi’ Flies to a Record Labor Day at the Box Office (Wall Street Journal)
- China’s Industrial Planning Evolves, Stirring U.S. Concerns (Wall Street Journal)
- Warning of Income Gap, Xi Tells China’s Tycoons to Share Wealth (New York Times)
- Consumers and Companies Are Buying In on Paying Later (New York Times)
- Xi Jinping May Be Leading China Into a Trap (Bloomberg)
- Chinese Technology Stocks Jump After Tencent Buys Back Shares (Bloomberg)
- Hong Kong Move to Reopen China Border Boosts Retail Stocks (Bloomberg)
- China’s ‘Mr. Income Distribution’ Explains Common Prosperity (Bloomberg)
- Xi’s Common Prosperity Drive Triggers a Rare Debate in China (Bloomberg)
- China Freezes Tutoring Firms’ Fees, Enrollment Pending Approvals (Bloomberg)
- Goldilocks Has Equity Investors In a Headlock (Bloomberg)
Be in the know. 8 key reads for Labor Day…
- Business Travel Rebound Stifled by Covid Resurgence (Wall Street Journal)
- China Says Government to Set Prices for After-School Classes (Bloomberg)
- Tech giants are rushing to develop their own chips – here’s why (CNBC)
- Some Chinese stocks briefly surge 30% as investors bet on a new Beijing exchange opening (CNBC)
- JD.com appoints new president as founder steps back from day-to-day operations (CNBC)
- Didi’s ride hailing rival Cao Cao raises $600 mln to expand (Reuters)
- China will improve opening up of capital market – securities regulator (Reuters)
- Dollar store chains are leading retail store openings in US: report (FoxBusiness)
Quote of the Day…
Be in the know. 10 key reads for Sunday…
- Gensler’s brewing battle with Robinhood could prove bloody (New York Post)
- 6 Retail Stocks on Sale (morningstar)
- Watch the Electrifying Final Trailer For ‘No Time To Die’ (Maxim)
- China Offers Tax Breaks to Boost Macau-Guangdong Integration (Bloomberg)
- 13 Undervalued Wide-Moat Companies With Exceptional Leadership (morningstar)
- Shale natural gas production in the Appalachian Basin sets records in first half of 2021 (EIA)
- Sir James Dyson — Founder of Dyson and Master Inventor on How to Turn the Mundane into Magic (#530) (Tim Ferriss)
- Weakness Day After Labor Day & Sell Rosh Hashanah (Almanac Trader)
- ECRI Weekly Leading Index Update (advisorperspectives)
- Land Rover Defender V8 Bond Edition Channels ‘No Time to Die’ SUV (Maxim)
Russell 2000 (top weights) Earnings Estimates
In the spreadsheet above I have tracked the earnings estimates for the top weighted Russell 2000 small cap stocks. I have columns for what the 2021 and 2022 estimates were on 7/4/2021 and today. Continue reading “Russell 2000 (top weights) Earnings Estimates”


