Tag: StockMarket

HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 11

Article referenced in VideoCast above:

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In this episode we cover:

  • Jobs Report
  • Rig Count
  • Harold Hamm on Oil Prices
  • General stock market commentary.
  • Hemline Indicator
  • Valueline Geometric Index – Long Term Implications
  • Positioning and sentiment.
  • Increased Guidance on tap?
  • Fed Liquidity.
  • AAII sentiment.
  • NAAIM positioning.
  • Earnings by Sectors: Energy, Gold Miners, REITs
  • S&P and Euro Stoxx 600 earnings.
  • Where to find value?  What’s Cheap?
  • India Small Caps
  • Commodities/CRB
  • Exploration & Production
  • Servicers?

Podcast – Hedge Fund Tips with Tom Hayes – Episode 2

Article referenced in podcast above:

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In this episode we cover:

  • Jobs Report
  • Rig Count
  • Harold Hamm on Oil Prices
  • General stock market commentary.
  • Hemline Indicator
  • Valueline Geometric Index – Long Term Implications
  • Positioning and sentiment.
  • Increased Guidance on tap?
  • Fed Liquidity.
  • AAII sentiment.
  • NAAIM positioning.
  • Earnings by Sectors: Energy, Gold Miners, REITs
  • S&P and Euro Stoxx 600 earnings.
  • Where to find value?  What’s Cheap?
  • India Small Caps
  • Commodities/CRB
  • Exploration & Production
  • Servicers?

2020 Earnings Estimates: U.S. – DOWN. EUROPE – UP.

Data Source: Factset

2020 Earnings Estimates for the S&P 500 trimmed from 177.77 to 177.64 in the past week.  Conversely, the Earnings Estimates for the Euro Stoxx 600 increased by 160bps for 2020 in the past week. Continue reading “2020 Earnings Estimates: U.S. – DOWN. EUROPE – UP.”

Be in the know. 10 key reads for Thursday…

  1. Red-Hot Biotech Stocks Brace For Key Meeting — Here’s What To Expect (Investor’s Business Daily)
  2. Legal sports betting: California among states set for 2020 push (Fox Business)
  3. The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results) (ZeroHedge)
  4. Taco Bell Offering $100,000 Salary Amid Mounting Worker Shortage (Bloomberg)
  5. Defense Stocks Have Climbed on Mideast Tension. The Run Isn’t Over. (Barron’s)
  6. City bosses reveal their bargains and bubbles for 2020 (Financial News)
  7. Divergent paths: Oil, natural gas going different directions (for now) (Reuters)
  8. Pepperidge Farm releasing its first gluten-free products – Farmhouse Thin & Crispy cookies (USA Today)
  9. XPO Logistics CEO Brad Jacobs Centers His Strategy Around Tech (Investor’s Business Daily)
  10. To Save Avon, New Owner Comes Calling on Social Media (Wall Street Journal)

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In 2001, the band CAKE released their hit song, “Short Skirt, Long Jacket.”  If you replace the word “girl” for “stock market” (in the lyrics below) you’ll see the commonalities with today’s investor. Continue reading “The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)”