- Alibaba’s chip unit T-Head steps up RISC-V development in China (scmp)
- Stocks will have an 8-week rally, and here are 6 reasons why, says Fundstrat’s Lee (marketwatch)
- The secret to stocks’ success so far in 2023? An unexpected $1 trillion liquidity boost by central banks. (marketwatch)
- Chinese stocks often gain after the country’s annual congress meeting. Here’s what strategists expect this year (cnbc)
- Nordstrom beats holiday profit expectations; Sets plans to exit Canada (streetinsider)
- ‘Efficiency’ is the tech industry’s new favorite word (yahoo)
- China’s central bank signals supportive tone for struggling property sector (ft)
- China’s real estate sector on the mend, People’s Bank of China official says (scmp)
- Resilient Economy Puts Global Central Banks in a Bind (wsj)
- Red Bull Left the Rest of Formula One in the Dust (wsj)
- China’s New Government Is Taking Shape. So Are Its Economic Policies. (barrons)
- Small-Cap Stocks Shine in Market Reversal (wsj)
- What Wall Street Gets Wrong About Xi Jinping’s New Money Men (bloomberg)
- Sky-High Car Prices Have Only One Direction to Go From Here (bloomberg)
- China is rolling out the red carpet to attract foreign executives (cnbc)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 176
Article referenced in VideoCast above:
The Ferruccio Lamborghini Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 166
Article referenced in Podcast above:
The Ferruccio Lamborghini Stock Market (and Sentiment Results)…
Tom Hayes – Fox Business Appearance – Charles Payne – 3/2/2023
Where is money flowing today?
Be in the know. 12 key reads for Thursday…
- Booking CEO Sees Consumer Travel Spiking (barrons)
- The Airlines Rally Has Hit Turbulence. But These Stocks Should Fly Higher. (barrons)
- Salesforce Stock Rallies on Strong Earnings and $20 Billion Buyback Plan (barrons)
- Biotech Has Fallen Hard. Now Could Be a Good Time to Buy. (barrons)
- Fed Might Be Winning Inflation Fight, Depending on Index Used (wsj)
- China’s Factories Report Surge in Activity After Lockdowns End (nytimes)
- A Stock Trader’s Guide to China’s National People’s Congress (bloomberg)
- UBS Sees $87 Billion of China Retail Money Supporting Stocks (bloomberg)
- How Buffett Turned a Few Calls Into 3,787,464% (bloomberg)
- China’s imports of Russian oil are on track to hit a record high as Beijing doubles down on steep discounts (businessinsider)
- The ‘office apocalypse’ won’t doom big cities — it’s actually making them stronger (businessinsider)
- Ditching bond yield cap will be tricky task for new Bank of Japan governor (ft)
The Ferruccio Lamborghini Stock Market (and Sentiment Results)…
photo credit: Lamborghini: The Man Behind the Legend – Movie
One of my favorite pastimes, when I have a little free time, is reading books and watching movies about extraordinary individuals who overcame significant obstacles to ascend to greatness. Continue reading “The Ferruccio Lamborghini Stock Market (and Sentiment Results)…”
Tom Hayes – CGTN America Appearance –3/1/2023
Healthcare (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the 2023 earnings estimates for the Healthcare Sector ETF (XLV) top 30 weighted stocks. Continue reading “Healthcare (top 30 weights) Earnings Estimates/Revisions”
Financials (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Financials Sector ETF (XLF) top 30 weighted stocks. Continue reading “Financials (top 30 weights) Earnings Estimates/Revisions”