Hedge Fund Tips

Unusual Options Activity – Discovery, Inc. (DISCK)

Data Source: barchart

Today some institution/fund purchased 5,065 contracts of Dec $30 strike calls (or the right to buy 506,500 shares of Discovery, Inc. (DISCK) at $30). The open interest was just 1,242 prior to this purchase. Continue reading “Unusual Options Activity – Discovery, Inc. (DISCK)”

Data Source: Finviz

The Market Trusts Powell to Keep the Punch Bowl in Place (Barron’s)
Fundstrat’s Thomas Lee Sees Treasury Yields Rebounding. This Sector Will Benefit the Most. (Barron’s)
Buy Airbnb Shares to Play a Post-Pandemic Pickup in European Travel (Barron’s)
Child Tax Credits Arrive This Week. These 16 Stocks and ETFs Could Benefit. (Barron’s)
Inflation Accelerates Again in June as Economic Recovery Continues (Wall Street Journal)
Humanoid Robot Keeps Getting Fired From His Jobs (Wall Street Journal)
China Clears Tencent-Sogou Deal (Wall Street Journal)
Inflation Hits Some Prices More Than Others (Wall Street Journal)
S. Senate Democrats agree to $3.5 trln for budget reconciliation bill (Reuters)
Citigroup profit beats estimates on reserve release (Reuters)
Wells Fargo profit tops expectations with boost from release of money set aside for loan losses (CNBC)
JPMorgan CEO Jamie Dimon: Coronavirus in ‘rear-view mirror’ for consumers (FoxBusiness)
Taper tensions: Jay Powell under pressure as US inflation surges (Financial Times)
Fed’s Powell says economy ‘a ways off’ from bond taper, inflation to ease (Reuters)
Record Natural Gas Prices Give Power Markets a Jolt (Wall Street Journal)
Weekly mortgage refinances spike 20% after interest rates drop to February low (CNBC)
China Traders to Scrutinize Maturing Mega Loan for Policy Clues (Bloomberg)
UAE Denies Reports That OPEC+ Deal Has Been Reached, Oil Slides (ZeroHedge)

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Data Source: Finviz

Chinese Tech Stocks Jump After Tencent Gets Deal Approval (Bloomberg)
Boom Time for Trading Is Over, JPMorgan Chase Earnings Show (Barron’s)
Exclusive-Alibaba, others explore bids for Unisplendour stake worth up to $7.7 billion -sources (Reuters)
Analysts expect earnings to be great. One bank says estimates are still too low. (MarketWatch)
Inflation Heated Up in June, Defying Expectations (Barron’s)
Nokia Expects to Revise Up Guidance After a Strong First Half (Barron’s)
Fund Managers Have Unwound Their Postelection and Vaccine Bets, Survey Finds (Barron’s)
How to Solve the Mystery of Falling Bond Yields (Wall Street Journal)
How Do You Stop Robocalls? (New York Times)
The Percent Of Small Businesses Raising Prices Just Hit Its Highest Level Since 1981 (Bloomberg)
Goldman Dealmakers’ Bumper Quarter Counters Slump in Trading (Bloomberg)
JPMorgan’s Bankers Notch Record Quarter on Merger Flurry (Bloomberg)
Lumber Wipes Out 2021 Gain With Demand Ebbing After Record Boom (Bloomberg)
China’s Monetary Policy Slips a Gear Into Neutral (Wall Street Journal)
BofA Securities Makes Big Midsummer Changes to US 1 List of Top Stock Picks (24/7 Wall Street)

270 panelists – with $805 billion in assets under management – participated in the BofA Global Research fund manager survey, taken July 2 to 8, 2021. Continue reading “July Bank of America Global Fund Manager Survey Results (Summary)”

Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – July 12, 2021

Data Source: Finviz

Pfizer, US health officials to discuss COVID boosters on Monday (New York Post)
President Biden’s Executive Order Opens New Front in Battle With Big Tech (Wall Street Journal)
Nordstrom, Eyeing 20-Somethings, Strikes Deal With the Online Giant Asos (New York Times)
Richard Branson’s Virgin Galactic Flight Opens Door to Space Tourism (Wall Street Journal)
The Las Vegas Business Trip Is Back (Mostly) (Wall Street Journal)
Disney’s ‘Black Widow’ Tops Box Office, Lifting Prospect of Moviegoing Rebound (Wall Street Journal)
How Dollar Tree Sells Nearly Everything for $1, Even When Inflation Lurks (Wall Street Journal)
Higher Inflation Is Here to Stay for Years, Economists Forecast (Wall Street Journal)
Netflix Proves It’s Essential, Pandemic or Not (Bloomberg)
China’s Slowing V-Shaped Economic Recovery Sends Global Warning (Bloomberg)
Israel Approves 3rd Vaccine Dose for Immunocompromised, TV Says (Bloomberg)
For SPACs, one characteristic seems to determine the investing winners from losers (CNBC)
Warren Buffett allowed Ndamukong Suh to shadow him for several weeks. The NFL star shared his 3 key takeaways (Business Insider)
Spread of Delta variant casts shadow over Europe’s economic rebound (Financial Times)
US banks enter earnings season with eyes on loan growth (Financial Times)