- Why Wall Street’s growth-heavy Nasdaq Composite is still rallying as Treasury yields rise (marketwatch)
- Investors risk missing next big market move by staying in bonds (foxbusiness)
- Dividends and Share Buybacks Could Fuel High “Total Yield.” (barrons)
- China’s Banks to Overhaul Risk Exposure Rules to Aid Rebound (bloomberg)
- Redfin Is Upbeat About This Year. So Is Wall Street. (barrons)
- Coca-Cola Raises Dividend for 61st Year, and More Payout News (barrons)
- Wharton Professor Jeremy Siegel now sees a stronger economy post-CPI (cnbc)
- As Big Tech cuts workers, other industries are desperate to hire them (marketwatch)
- Amazon wants workers back in the office three days a week (marketwatch)
- The stock market’s pullback is healthy (marketwatch)
- Natural-Gas Slump Could Last, Says Producer EQT (barrons)
- Disney return-to-office plan may cause ‘long-term harm,’ workers say (nypost)
- Hard-up Russia pushes to replenish sagging Viagra supply (nypost)
- The Big Read. Beyond the balloon: the US-China spy game (ft)
- Shein gives investors lofty revenue projections as it prepares for IPO (ft)
- Five Million Carnival Goers Descend on Rio as Brazil Seeks Comeback (bloomberg)
- Wanted: Interns Who Can Make TikTok Hits (nytimes)
- Charlie Munger On BYD, Tesla, Alibaba and Bitcoin — Daily Journal’s Shareholders Meeting — 2/15/2023 (CNBC)
- The Comeback King: For 40 Years, John Rogers Has Come Out Of Bear Markets Stronger (forbes)
- A Practical Guide to Measuring Opportunity Cost (morganstanley)
- 3 Warren Buffett Stocks to Buy (morningstar)
- AutoNation beats profit estimates as new-vehicle demand improves (reuters)
- Factbox: Chinese tech firms working on ChatGPT-style technology (reuters)
Tom Hayes – The Claman Countdown – Fox Business Appearance – 2/17/2023
Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – February 17, 2023
Watch FULL interview in HD directly on Fox Business
Where is money flowing today?
Be in the know. 10 key reads for Friday…
- What Recession? Why There Likely Won’t Be a Downturn. (barrons)
- AMC Networks Crushed Earnings Estimates. The Stock Is Rising. (barrons)
- Amazon and Other Quality Stocks Have Been Hit Hard. They Could Be Buys. (barrons)
- U.S. Households Lifting Economy After Being Stung by Inflation Last Year (wsj)
- Two (NON-VOTING) Fed Officials Would Have Supported Larger Rate Increase This Month (wsj)
- It’s a Richcession, Not a Recession (wsj)
- Will Microsoft’s Bing chatbot get you to stop using Google? (usatoday)
- Paramount+ Price Will Increase $2 a Month and Include Showtime (bloomberg)
- China Eases Overseas Listing Rules, Paving Way for IPO Rebound (bloomberg)
- Bad news for the ‘pessimistic bulls.’ Here are 10 reasons why a U.S. recession won’t happen. (marketwatch)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 174
Article referenced in VideoCast above:
Where is “Maximum Pain?” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 164
Where is money flowing today?
Industrials (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Industrials Sector ETF (XLI) top 30 weighted stocks. I have columns for what the 2023 and 2024 earnings estimates were on 12/16/2022 and today. The column under the date 2/16/2023 has a letter that represents the movement in 2023 earnings estimates since the most recent print (12/16/2022).
Continue reading “Industrials (top 30 weights) Earnings Estimates/Revisions”
Exploration & Production Sector (XOP) – Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Exploration & Production Sector (XOP). I have columns for what the 2023 estimates were on 12/16/2022 and today.
Continue reading “Exploration & Production Sector (XOP) – Earnings Estimates/Revisions”
Be in the know. 23 key reads for Thursday…
- Amazon and Other Quality Stocks Have Been Hit Hard. They Could Be Buys. (barrons)
- Spinoffs usually outperform their parent companies, Goldman Sachs research finds (marketwatch)
- China Declared ‘Freeze Is Over,’ Australia’s Trade Chief Says (bloomberg)
- Airbnb Puts Worries to Bed for Now (wsj)
- Biogen Boss Turns Corner on Alzheimer’s Miscues (wsj)
- The U.S. Consumer Bounces Back (wsj)
- Banks Re-Evaluate Ties With Crypto (wsj)
- Indonesia Holds Key Rate as Inflation, Rupiah Pressures Subside (bloomberg)
- Berkshire’s Munger Says Stock Is a ‘Good Bet.’ Company Won’t Be Broken Up. (barrons)
- Department Store Sales Surged in January. Why it Shocked Analysts. (barrons)
- Cisco Stock Rallies on Earnings Beat and Strong Outlook. It’s a Good Sign for Tech. (barrons)
- China Sanctioned Lockheed, Raytheon. It Shouldn’t Hurt the Stocks. (barrons)
- Austan Goolsbee Under Consideration to Serve as Fed’s Vice Chair (wsj)
- Kraft Heinz to Hold Off on Further Food-Price Hikes, Executives Say (wsj)
- Emerging-Market Rally Stalls on Concerns Fed Will Keep Raising Rates (wsj)
- Goldman Strategists See More US Spinoffs With Companies Squeezed (bloomberg)
- A $6 Trillion Wave of Money Revives an Arcane Corner of Wall Street (bloomberg)
- Who Will Be AI’s First Billionaire? It’s a Trick Question (bloomberg)
- Consumers Are Letting the Good Times Roll Again (bloomberg)
- Ferrari and Dodge Fine-Tune Artificial Noise for Electric Cars (bloomberg)
- Generac Holdings (GNRC) fundamentals to improve in H2 – Canaccord (streetinsider)
- Blackstone’s Jonathan Gray sees explosive travel demand from Chinese consumers (scmp)
- Ant’s Alipay+ makes push into Australia on post-Covid travel boom (scmp)