- Chinese stocks get upgraded as bear-market risks seen tempered by state buying support (scmp)
- Bloomberg Intelligence Predicts BABA & Other CN Dotcom Giants to Announce More Shr Buybacks (aastocks)
- Karnovsky lowered his price target on Disney stock to $125 from $135 but kept an Overweight rating. (barrons)
- China’s consumer prices pick up more than expected in July, up by 0.5% (cnbc)
- Fed is not doing the ‘right thing,’ but they’re ‘gonna get away with it’: Thomas Hayes (foxbusiness)
- Yen carry tremors should become less pronounced in coming days: Macquarie (streetinsider)
- Citi to Sell Trust Business Amid Turnaround Efforts (barrons)
- Intel CEO Pat Gelsinger Buys Stock Near Multiyear Low (barrons)
- Fed Official Sees Labor Market in Normal State not Recession (barrons)
- Gilead Boosts Earnings Outlook as Stock Battles Back from Cancer Disappointment (barrons)
- Mortgage Rates Fall to 15-Month Low (wsj)
- Disney Posts First-Ever Streaming Profit (wsj)
- Aerospace & Defense
- Boeing’s new outsider CEO Ortberg takes the helm, this time from the factory floor (cnbc)
- Jeremy Siegel backs off on calls for the Fed to do an emergency interest rate cut (cnbc)
- Shenzhen’s Real Estate Policy Ignites Rally (chinalastnight)
- BofA’s Hartnett Says Market Selloff Yet to Breach Key Levels (bloomberg)
- New Bill Aims to Close E-Commerce Tariff ‘Loophole’ Benefiting Shein and Temu (barrons)
- This strategist downgraded tech just before the summer swoon. Now he says buy and here’s why. (marketwatch)
- The Economy Is Fine for Now, and the Market Will Be, Too, Says Torsten Sløk (barrons)
- Mortgage Rates Drop to 15-Month Low (wsj)
- China Restricts Fentanyl Chemicals After Years of U.S. Pressure (wsj)
- Americans Are Skipping Theme Parks This Summer (wsj)
- News Corp beats revenue estimates as digital subscriptions grow (nypost)
- The New A.I. Deal: Buy Everything but the Company (wsj)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 251
Article referenced in VideoCast above:
“Like a Phoenix from the Ashes” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 251
Article referenced in VideoCast above:
“Like a Phoenix from the Ashes” Stock Market (and Sentiment Results)…
Tom Hayes – Fox Business Appearance – Varney & Co. – 8/8/2024
Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – August 8, 2024
Watch in HD directly on Fox Business
Energy Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Energy Sector ETF (XLE). Continue reading “Energy Earnings Estimates/Revisions”
Defense & Aerospace Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Defense & Aerospace ETF (ITA). Continue reading “Defense & Aerospace Earnings Estimates/Revisions”
Where is money flowing today?
Indicator of the Day (video): Emerging Markets VIX
Quote of the Day…
Be in the know. 15 key reads for Thursday…
- Retail investors haven’t been this pessimistic in nine months, AAII survey finds (marketwatch)
- The Market Is in Summer Mode. Why Trading Volume Matters So Much. (barrons)
- Stock market likely to retest lows in 4-step recovery process, history suggests (marketwatch)
- Fast-Money Quants Are Hammered After ‘Everything Went Wrong’ (bloomberg)
- China Is Rapidly Building Nuclear Power Plants as the Rest of the World Stalls (bloomberg)
- Cramer looks at Disney’s post-earnings stock move to explain Wall Street dynamics (cnbc)
- Unwinding of yen ‘carry trade’ still threatens markets, say analysts (ft)
- KFC, Pizza Hut’s China owner beats estimates as low-price strategy draws diners (scmp)
- Tech war: China’s chip imports surge as firms stockpile ahead of fresh US restrictions (scmp)
- Does The Yen Signal Once-In-A-Decade Market Transformation? (chinalastnight)
- Sahm Rule is picking up on something that’s ‘very worrisome’: Claudia Sahm (foxbusiness)
- China Ramps Up Fight Against Record Bond Rally as Targets Widen (bloomberg)
- Buffett’s Japan Holdings Become ‘Bargain’ After Stock Meltdown (bloomberg)
- Fed Moving Aggressively on Rate Cuts May Spur PBOC to Ease More (bloomberg)
- JPMorgan Says Three Quarters of Global Carry Trades Now Unwound (bloomberg)