Be in the know. 15 key reads for Thursday…
- Disney CFO: I wouldn’t change anything about our portfolio (cnbc)
- The return of animal spirits sets the stage for more upside in months ahead, says Ed Yardeni (cnbc)
- ‘Deadpool & Wolverine’ helps Disney beat earnings forecasts (reuters)
- Tencent’s 3,000 new jobs signal new growth in Chinese Big Tech (scmp)
- com Beats, CEO Sheds Light On China’s Economy (chinalastnight)
- Trump secures control of Congress as Republicans win House majority (ft)
- Disney Q4 Earnings: Revenue And Profit Beat, Best Film Studio Performance, 3-Year Outlook And More (benzinga)
- Why the Fed Won’t Be in a Hurry to Cut Rates Next Year (barrons)
- Inflation Stays Firm, but Not Enough to Derail December Fed Cut (wsj)
- Elon and Vivek Can Make Government Work Again (wsj)
- Billionaire Tilman Fertitta Is Unhappy With Wynn Resorts Performance (bloomberg)
- Golf Legend Annika Sorenstam Says Jet Lag Is All in Your Mind (bloomberg)
- Bessent or Lutnick? Support for tariffs looks key as Trump weighs Treasury pick. (marketwatch)
- Advance Auto Parts to exit Western U.S. as it closes more than 700 locations (marketwatch)
- Powell says Fed doesn’t need to hurry to cut interest rates (marketwatch)
“‘Tis the Season” Stock Market (and Sentiment Results)…
On Tuesday morning I joined Stuart Varney on Fox Business to discuss the implications of a Republican Sweep Election on markets. Thanks to Stuart and Christian Dagger for having me on: Continue reading ““‘Tis the Season” Stock Market (and Sentiment Results)…”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Oil & Gas Equipment & Services Earnings Estimates and Revisions
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 Revisions”
ARKK Innovation Fund Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Ark Innovation Fund (ARKK) top weighted stocks.