Be in the know. 14 key reads for Thursday…
- Fundstrat’s Tom Lee on 6,000 S&P 500 year-end target: Setup into year-end has a lot of tailwinds (cnbc)
- China Ready for $1.4 Trillion Fiscal Support, Top Economist Says (bloomberg)
- Hong Kong Takes Breather as Fiscal Policy Bazooka Awaits (chinalastnight)
- PayPal Completes Its First Business Transaction Using Stablecoin (bloomberg)
- Nike Stock Dives. Why More Losses Wouldn’t Be a Surprise. (barrons)
- 17 Ways to Play U.S. and China Dividend Stocks With Growth Appeal (barrons)
- Investors fearing a scary start to October should focus instead on Friday’s jobs report (marketwatch)
- Turns out, the stock market can succeed without the Magnificent Seven (marketwatch)
- Weight-Loss Drugs Are Everywhere Now. How the GLP-1 Copycats Took Over. (barrons)
- LVMH Took Over the Paris Olympics. Now It’s Snagged Formula One. (wsj)
- MIT economist says AI can only handle 5% of jobs, fears stock crash (nypost)
- Mortgage Rates Near 6% Are Enough to Start Up a Refinancing Wave (bloomberg)
- US Jobless Claims Remain Subdued, Consistent With Low Layoffs (bloomberg)
- Natural Gas Higher as Temperatures Slowly Back Down (wsj)
Where is money flowing today?
Indicator of the Day (video): S&P Small Cap Volume Summation Index
Quote of the Day…
Be in the know. 30 key reads for Wednesday…
- Auto sales rebound and point to strong third-quarter GDP (marketwatch)
- China Rally Spurs $7 Billion Loss for Shorts of US-Listed Stocks (bloomberg)
- From Pearl Harbor to Sept. 11, here’s how stocks typically react to the outbreak of wars (marketwatch)
- China Back to Dominating Emerging Markets as MSCI Weight Soars (bloomberg)
- Chinese Homebuyers Scout Showrooms at Midnight After Stimulus (bloomberg)
- The $459,000 Ferrari 12Cilindri Sports Car Will Be a New Classic (bloomberg)
- Nike Seeks to Wipe Slate Clean for New CEO, Withdraws Guidance (bloomberg)
- Xi’s Stimulus Blitz Adds $130 Billion to Coffers of China’s Rich (bloomberg)
- Dockworkers Make $150,000. Why They’re on Strike. (barrons)
- Boeing Stock Rose Despite Report Saying A Share Offering Is Coming (barrons)
- How Will the Port Strike Affect the Price of Gasoline, Food, and Other Products? (barrons)
- Port Strike Could Benefit Container Shippers Even as It Hits Retailers, Manufacturers (barrons)
- Port Strikes Mean Trucking Rail, Stocks Are Set for a Boost. Check Out These 3. (barrons)
- Port Strikes Aren’t About Pay. This Is the Real Issue. (barrons)
- Israel Vows To Make Iran Pay For Missile Attack (barrons)
- Emerging Market Stocks Have Popped. Expect More Outperformance. (barrons)
- October tends to be a positive month for stocks — unless a presidential election is looming (marketwatch)
- Hong Kong stocks surge to 20-month high as China-stimulus rally continues apace (marketwatch)
- Nike Stock Drops as Doubts on Outlook Outweigh Strong Earnings (barrons)
- Port Strike Puts Pressure on Harris, Biden Ahead of Election (wsj)
- A CVS Breakup Is No Easy Fix for Its Problems (wsj)
- Biden to Sign Bill Allowing Chip Projects to Skirt Key Environmental Review (nytimes)
- Chinese Stocks Soar More Than 7% in Hong Kong on Stimulus Bets (bloomberg)
- 3 cheap areas of the stock market to buy as the Fed unveils a ‘rare double whammy’ of stimulus, BofA says (businessinsider)
- How ‘Big Short’ became ‘Big Squeeze’ as Wall Street misread China’s stock market (scmp)
- China stock market surge: investors rush to buy shares amid policy easing hopes (scmp)
- ADP jobs report shows 143,000 gain. Cooling U.S. labor market leads to slower wage increases. (marketwatch)
- China’s foreign investors hope stimulus will end ‘deep winter’ (ft)
- Top shale boss says US ‘unusually vulnerable’ to Middle East oil shock (ft)
- Israel Plans to Bomb Iranian Oil Facilities in Retaliation or Even Attack Nuclear Facilities: Report (aastocks)
“Sell Rosh Hashanah, Buy Yom Kippur?” Stock Market (and Sentiment Results)…
Fox Business
On Friday, I joined Liz Claman on Fox Business to discuss key Market themes we are focused on moving forward. Thanks to Liz, Jake Mack and Kathryn Meyers for having me on: Continue reading ““Sell Rosh Hashanah, Buy Yom Kippur?” Stock Market (and Sentiment Results)…”
Tom Hayes – Fox Business Appearance – Varney & Co. – 10/1/2024
Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – October 1, 2024
Watch in HD directly on Fox Business
Consumer Staples (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Consumer Staples Sector ETF (XLP) top 30 weighted stocks. Continue reading “Consumer Staples (top 30 weights) Earnings Estimates/Revisions”
Consumer Discretionary (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Consumer Discretionary Sector ETF (XLY) top 30 weighted stocks.
Continue reading “Consumer Discretionary (top 30 weights) Earnings Estimates/Revisions”