Thanks to Johann M Cherian and Sruthi Shankar for including me in their article on Reuters:
Where is “Maximum Pain?” Stock Market (and Sentiment Results)…
Yesterday I joined Paul Vigna on Public.com to discuss my latest views on the market as well as opportunities/risks moving forward. Thanks to Mike Teich and Paul for having me on: Continue reading “Where is “Maximum Pain?” Stock Market (and Sentiment Results)…”
Tom Hayes – Public.com Appearance – 2/15/2023
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Be in the know. 20 key reads for Wednesday…
- Michael Burry and David Tepper snapped up Alibaba during the fourth quarter (marketwatch)
- Remote Work Is Costing Manhattan More Than $12 Billion a Year (bloomberg)
- China’s Xi Urged Stronger Measures to Boost Domestic Demand (bloomberg)
- The Most Crowded Trade Is ‘Long China Stocks,’ Says Bank of America Global Fund Manager Survey (wsj)
- Analog Devices Crushes Quarterly Targets On Strong Auto, Industrial Chip Sales (investors)
- US Retail Sales Jump by Most in Nearly Two Years in Broad Gain (bloomberg)
- ‘Big Short’ Investor Michael Burry Bets on Alibaba and JD. This Time, Wall Street Agrees. (barrons)
- Warren Buffett’s Preferred Equity Allocation Is 100%. Why the Berkshire CEO Hates Bonds. (barrons)
- Power Player Generac Beats Earnings Estimates. The Stock Is Up. (barrons)
- Bain Capital Seeks to Profit From Tech Market Reset With New $2.4 Billion Fund (wsj)
- The Recession Special That Always Satisfies (wsj)
- European Union to Ban Gas-Powered Cars by 2035 (nytimes)
- Ray Dalio Says China’s Winning Trade War With US, But a Clash Is Avoidable (bloomberg)
- New Cars Are Only for the Rich Now as Automakers Rake In Profits (bloomberg)
- China Investors counting on policies from Congress to recharge rally (bloomberg)
- Investors aren’t convinced that the stock market rally can last, Bank of America survey shows (businessinsider)
- Tepper’s Appaloosa adds Disney, Caesars stakes while boosting Salesforce position (marketwatch)
- This Is What Hedge Funds Bought And Sold In Q4: 13F Summary (zerohedge)
- Elon Musk declares cancel culture over since Twitter takeover: ‘You won’t be missed’ (foxbusiness)
- Brookfield Defaults on Two Los Angeles Office Towers (bloomberg)
February 2023 Bank of America Global Fund Manager Survey Results (Summary)
The February survey covered ~300 fund managers with ~$750 billion under management.
Continue reading “February 2023 Bank of America Global Fund Manager Survey Results (Summary)”