Tag: Trading

Podcast – Hedge Fund Tips with Tom Hayes – Episode 1

Article referenced in podcast above:

The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)

In this episode we cover:

  • general stock market commentary
  • positioning and sentiment
  • CNBC and Fox Business quotes from this week
  • Increased Guidance on tap?
  • Earnings by Sectors
  • Energy E&P thesis
  • CEO/CFO sentiment
  • Fed Liquidity
  • AAII sentiment
  • NAAIM positioning
  • S&P and Euro Stoxx 600 earnings
  • Dogs of Dow
  • Transports
  • Jude Clemente Energy Article in Forbes
  • Rig count

 

The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)

In 1975, Earth, Wind & Fire released their famous song entitled, “Shining Star.”  The salient lyrics – as they relate to the Stock Market in this week’s note are:

Continue reading “The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)”

The “Fly Me to the Moon” Stock Market (and Sentiment Results)

This Monday I was asked on Fox Business if the Grinch would come to steal Christmas.  I laid out a number of reasons why I believed the coast was clear until year-end and what I was Continue reading “The “Fly Me to the Moon” Stock Market (and Sentiment Results)”

Bank of America – Global Fund Manager Survey Results

Data Source: Bank of America

Each month, Bank of America conducts its survey of Global Fund Managers.  This month’s survey was held between December 6-12 and solicited responses from 247 money managers representing $745 Billion AUM. Continue reading “Bank of America – Global Fund Manager Survey Results”