This week I watched the classic film “Barbarians at the Gate” for the first time. It stars James Garner (of The Great Escape fame) and Peter Riegert (of Animal House fame). It chronicles the booming 80’s junk bond era when Michael Milken – at Drexel Burnham – was able to raise unlimited amounts of capital for leveraged management buyouts and corporate takeovers. No company was safe if Milken was involved.
Continue reading ““Barbarians at the Gate” Stock Market (and Sentiment Results)…”
Tom Hayes – The Claman Countdown – Fox Business Appearance – 3/8/2023
Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – March 8, 2023
Watch in HD directly on Fox Business
Technology Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Technology Sector ETF (XLK) top 30 weighted stocks. Continue reading “Technology Earnings Estimates/Revisions”
Communication Services Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Communication Services Sector ETF (XLC). Continue reading “Communication Services Earnings Estimates/Revisions”
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 20 key reads for Wednesday…
- Apple Is Seeing a ‘Demand Rebound’ in China. Why It Matters. (barrons)
- China’s Top Online Travel Agent, Trip.com, Is Ready for Liftoff (wsj)
- International Stocks Lure Investors Seeking Bargains (wsj)
- Dear Fed, ‘Speak Loudly Because Your Stick Isn’t That Big Anymore’ (zerohedge)
- Powell Faces the House. Expect the Hawk Again. (barrons)
- THE WARREN QUESTION THAT INVESTORS HAVE TO TAKE SERIOUSLY (Joe Weisenthal)
- ADP Reports Wage Growth Slowing Despite Job Gains (zerohedge)
- Hybrid Work Is the New Norm. So Are Half-Full Buildings (barrons)
- Why financials may become the ‘new crowded’ sector after looming classification changes in stock market (marketwatch)
- ‘There’s a light at the end of the tunnel,’ despite high rents and inflation, says this economist (marketwatch)
- Jerome Powell Says Fed Is Prepared to Speed Up Interest-Rate Rises (wsj)
- Bars, Hotels and Restaurants Become the Economy’s Fastest-Growing Employers (wsj)
- U.S. to Ease Covid Testing Requirements for Travelers From China (wsj)
- Traders Burned by Stock Losses Are Pouring Billions Into Credit (bloomberg)
- They Swore the Ferrari Purosangue Would Never Exist. It Does, and It Howls (bloomberg)
- Consumers Hit A Brick Wall: January Credit Growth Craters As Interest Rates Soar (zerohedge)
- PayPal (PYPL) negative investor sentiment could lead to an opportunity – Oppenheimer (streetinsider)
- Amazon (AMZN) and Google (GOOGL) top Internet stocks to own in 2023 – Goldman (streetinsider)
- Trip.com Financial Results Provide Important Insight into China’s Reopening (chinalastnight)
- Intel Wants $5 Billion More Subsidies From Germany for New Chip Plant (bloomberg)
Tom Hayes – Quoted in Reuters article – 3/6/2023
Thanks to Sruthi Shankar, Bansari Mayur Kamdar and Shristi Achar A for including me in their article on Reuters. You can find it here: