- Ant Group poured nearly $3 billion into technology research in 2023, including AI (technode)
- Bank of Japan to trim bond buying, keeps rates steady (reuters)
- Why Investors Don’t Believe the Fed (nytimes)
- The Business of Being Lorne Michaels (nytimes)
- What does Peltz want from Rentokil? (ft)
- The Big AI Question: Are You Ready to Pay for It? (wsj)
- The World’s Highest-Paid Golfers 2024 (forbes)
- From Pro Surfing Lessons to Golfing in Paradise: 7 Unforgettable Experiences Straight From The Vault by Robb Report (robbreport)
- Ferrari Is Removing Built-In Nav Because Who Even Uses That (thedrive)
- These stock sectors have fallen so much they now look attractive, analyst says (marketwatch)
Category: Uncategorized
Quote of the Day…
Tom Hayes – Quoted in Reuters article – 3/1/2023
Thanks to Samrhitha Arunasalam and Chavi Mehta for including me in their article on Reuters today. You can find it here:
Click Here to View The Full Reuters Article
Where is money flowing today?
Data Source: Finviz
Semiconductor Earnings Estimates
In the spreadsheet above I have tracked the top weights for the Semiconductor ETF (SMH).
18 Point Thread on Alibaba Developments.
The last few points are the most important so make sure you see all 18 points in the thread.
Long thread on $BABA: A friend asked this morning what I was doing with our portfolio position in $BABA (https://t.co/3pJtkBEDuA) given the news over the weekend. My reply was, “Only play is to wait it out. Not buying, not selling. Just waiting.” (1) 👇
— Thomas J. Hayes (@HedgeFundTips) October 24, 2022
If you can’t find any of the 18 points, they are all posted individually under my profile here:
ARKK Innovation Fund Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Ark Innovation Fund top 30 weighted stocks.
ARKK Innovation Fund Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Ark Innovation Fund top 30 weighted stocks. Continue reading “ARKK Innovation Fund Earnings Estimates/Revisions”
Oil & Gas Equipment & Services Earnings Estimates and Revisison
In the spreadsheet above I have tracked the earnings estimates for the Oil & Gas Equipment & Services ETF (XES) top 30 weighted stocks. Continue reading “Oil & Gas Equipment & Services Earnings Estimates and Revisison”
Insider Buying in Utz Brands, Inc. (UTZ)
On Mar. 7, 2022, Fernandez Antonio F. – Director of Utz Brands, Inc. (UTZ) – purchased 2570 shares of UTZ at $13.76. His out of pocket cost was $353,691.