Thanks to Shubham Kalia, Shubhendu Deshmukh and Yuvraj Malik for including me in their article on Reuters today. You can find it here:
Where is money flowing today?
Tom Hayes – Public.com Appearance – 3/10/2023
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 12 key reads for Friday…
- U.S. Retailers Are Betting Big on China’s Reopening (barrons)
- US Payrolls Top Estimates While Jobless Rate Rises, Wages Cool (bloomberg)
- February US Jobs Report Analysis and Market Reaction (bloomberg)
- Companies Are Telling Us the Real Reason They’re Still Raising Prices (bloomberg)
- Big banks got hammered on Thursday — but Goldman says there’s opportunity lurking (marketwatch)
- A Bull Market May Be Forming. What to Know on the Anniversary of the Financial Crisis Low. (barrons)
- Johnson & Johnson, Kellogg, and 2 Other Spinoffs to Watch in 2023 (barrons)
- Amazon, Alphabet, and Other Growth Stocks Appeal to This Value Investor (barrons)
- The Bank of Japan Has Its Own Inflation Problem. It’s the Opposite of the Fed’s. (barrons)
- GE’s Secret Jet Engine Is a Secret Weapon for the Stock (barrons)
- Why Vietnam’s Markets Trail Its Sizzling Economy (barrons)
- Disney’s Robert Iger Hints at Raising Streaming Prices (wsj)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 177
Article referenced in VideoCast above:
“Barbarians at the Gate” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 167
Where is money flowing today?
Be in the know. 12 key reads for Thursday…
- Fed’s Jerome Powell Says Data Will Determine Size of Next Rate Increase (wsj)
- com Beats Fourth-Quarter Sales, Earnings Targets (investors)
- The Buyback Binge Rolls On. Check Out These Stocks. (barrons)
- Companies Keep Buying Back Their Shares. These Stocks Are Worth a Look. (barrons)
- GE HealthCare Stock. More Gains Lie Ahead. (barrons)
- Don’t Ban TikTok. Here’s a Plan to Fix It. (barrons)
- The Fed Keeps Saying a Recession Is Coming. When Will It Arrive? (barrons)
- How One Guy’s Car Blog Became a $1 Billion Marketplace (wsj)
- China’s New Way to Control Its Biggest Companies: Golden Shares (wsj)
- A Few Rich Firms Are Fueling Record US Buybacks (bloomberg)
- Why Biden’s budget blueprint is expected to be dead on arrival (foxbusiness)
- Financial Regulator Reform Gives Foreign Investors Pause (chinalastnight)
Tom Hayes – Quoted in Seeking Alpha article – 3/7/2023
Thanks to Anuron Mitra for including me in his article on Seeking Alpha. You can find it here: