Data Source: Finviz
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Indicator of the Day (video): S&P 1500 Advance Decline Percent
Be in the know. 24 key reads for Tuesday…
- Fund manager allocation to U.S. stocks in January collapses, BofA survey finds (reuters)
- Hedge-fund legend Seth Klarman pounced on Amazon and parent companies of Google and Facebook in the fourth quarter (marketwatch)
- Investors Pour Into Chinese Stock Funds (wsj)
- Inflation Fell for the 7th Straight Month but Picture Is Mixed (barrons)
- The Big Read. Turning offices into condos: New York after the pandemic (ft)
- Coca-Cola sees signs of Powell’s ‘disinflationary process’ (Yahoo! Finance)
- Biotech Went Through Its IPO Boom. Now the Shakeout Is Underway (bloomberg)
- OJ’s Historic Price Squeeze Fades With Improving Supply Outlook (zerohedge)
- Biden Suddenly Orders Release Of Another 26 Million Barrels From Strategic Oil Reserve (zerohedge)
- BofA Survey Shows Investors Don’t Expect the Stock Rally to Last (bloomberg)
- 7 Stocks Generate An Astounding 25% Of The S&P 500’s Profit (investors)
- FT says Meta may lay off more staff soon; BofA praises ‘new efficiency mentality’ (streetinsider)
- George Soros loads up on Tesla and these other beaten-down stocks (marketwatch)
- Disney remains JPMorgan’s ‘favorite name’ for stocks in uncertain media industry (marketwatch)
- ‘A different animal’: The bear market is ‘over,’ but that doesn’t unleash bulls to send stocks on a 2023 tear, according to Wells Fargo (marketwatch)
- Fund managers and corporate executives have sharply reduced their recession expectations (marketwatch)
- ‘Unscripted’ Review: Sex, Lies and Viacom (wsj)
- Goldman’s CEO Says Business Leaders Are More Optimistic on Economy (bloomberg)
- Why Amazon, TikTok and YouTube are betting big on QVC-style livestream shopping (cnbc)
- Father of internet warns: Don’t rush investments into A.I. just because ChatGPT ‘is really cool’ (cnbc)
- Goldman Sachs CEO says odds of a ‘softer landing’ for U.S. economy have improved (cnbc)
- Vodafone rises after Liberty Global stake boosts M&A hopes (reuters)
- Fund managers rush into emerging stocks and cut cash – BofA survey (reuters)
- Amazon chief vows to ‘go big’ on physical stores (ft)
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 15 key reads for Monday…
- Shipping Rates Will Probably Dip Below Pre-Pandemic Levels, Barclays Warns (bloomberg)
- Warren Buffett Watchers Should Tune In. Berkshire Is Lifting Veil on Stock Moves. (barrons)
- Inflation could fall faster than you (and the Fed) think (usatoday)
- JNJ Bought Up Biotech Stock MeiraGTx. It Sold Procept BioRobotics. (barrons)
- Hard or Soft Landing? Some Economists See Neither if Growth Accelerates (wsj)
- Investors Are Exiting U.S. Stock Funds During 2023 Rally (wsj)
- Junk-Loan Market Shrugs Off Jitters (wsj)
- Patrick Mahomes Makes His Case as the New Tom Brady (wsj)
- The 2023 Super Bowl Ads Feature Booze, Betting and Jesus (wsj)
- Sacre Boulud! Famed chef to bring back beloved cafe on Upper East Side (nypost)
- Dunkin’ fanatic Ben Affleck works drive-thru in Super Bowl ad with Jennifer Lopez (nypost)
- US Hasn’t Ruled Out Alien Origins for Latest Objects Shot Down (bloomberg)
- Amazon, Alphabet Antitrust Push Seen Unlocking Value in Shares (bloomberg)
- Ukraine plots post-war rebuilding effort with JPMorgan Chase as economic advisor (cnbc)
- PayPal Needs to Show It Can Play Defense and Offense (wsj)
Tom Hayes – Quoted in Reuters article – 2/13/2023
Thanks to Manya Saini for including me in her article on Reuters:
Be in the know. 15 key reads for Sunday…
- Inflation Nowcasting (clevelandfed)
- February Monthly Options Expiration Week: DJIA, S&P 500 & NASDAQ Up 12 of Last 17 (AlmanacTrader)
- Microsoft’s AI-Powered Bing Can Run Rings Around Google Search (cnet)
- How One Famously Untrue Song Helped Maserati Survive Its Leanest Years (roadandtrack)
- How Vietnamese Refugee David Tran Became America’s First Hot Sauce Billionaire (forbes)
- Meet The Billionaire Owner Of The Philadelphia Eagles (forbes)
- Marc Andreessen says remote work has ‘detonated’ the way we connect and it’s young professionals who will suffer the most (fortune)
- The battle for internet search (economist)
- The 10 Contenders for Robb Report’s 2023 Car of the Year (robbreport)
- Super Bowl 57 Teasers And Commercials, Ranked (digg)
- Here’s What 260 MPH On The Autobahn In A Bugatti Chiron Looks Like In Real Time (digg)
- Netflix’s ‘Full Swing’ Trailer Tees Off On PGA-LIV Golf Feud (maxim)
- The ‘Big Shift’ That’s Finally Causing Rents to Fall (bloomberg)
- McDonald’s to remove ‘McCrispy’ sign located next to crematorium (foxbusiness)
- Chipotle’s Results Could Bode Well for Higher-End Retailers (barrons)
Be in the know. 10 key reads for Saturday…
- ChatGPT Sparked an AI Craze. Investors Need a Long-Term Plan. (barrons)
- The Case for Taking a Ride With Hertz Stock (barrons)
- Disney Activist Trian Notches a Double Win (barrons)
- The Redstone Family’s Drama Has Plagued Paramount. Can It Escape a Century of Dysfunction? (barrons)
- Peltz’s Disney Bet Makes More Than $150 Million in Three Months (bloomberg)
- China’s Banks Extend Record Loans as Companies Borrow More (bloomberg)
- Record highs for the stock market are within reach this year as shaky earnings results show bad news is already priced in, Fundstrat says (businessinsider)
- Tiger Woods to make PGA Tour return at 2023 Genesis Invitational (usatoday)
- Billionaire investor Ron Baron: Inflation is a very large part of our economic model (cnbc)
- Amazon is the latest threat to Facebook as ad targeting suffers (cnbc)