- The Fed’s Jackson Hole Meeting Is Powell’s Big Moment (barrons)
- Analysis: Why PayPal’s stablecoin is likely to succeed where Facebook’s Libra failed (reuters)
- Visa and Mastercard Are Under Attack. They Will Do Just Fine. (barrons)
- Parents shift to Venmo, PayPal, Zelle to pay teens (foxbusiness)
- Will August stock-market stumble turn into a rout? Here’s what to watch, says Fundstrat’s Tom Lee. (marketwatch)
- Rates in China Cut Again, but by Less Than Expected (wsj)
- Kraft Heinz Sees a $25 Billion Opportunity—in Schools (wsj)
- Macau Reclaims Crown From Vegas as World’s Top Gambling Hub (wsj)
- After 10 Years of My Ride, Our Writer Reveals What He Drives. Hint: It’s Not a Porsche. (wsj)
- China Urges More Loans, Debt Risk Reduction as Woes Compound (bloomberg)
- China’s financial regulators urge support for resolving local debt risks (cnbc)
- Pessimism about China’s property market overblown, says veteran economist (scmp)
- Shanghai vows 2-hour project approvals to woo foreign investments (scmp)
- Why a default isn’t the worst possible news for Country Garden (scmp)
- Bilibili Reports Q2, Officials Signal More Stimulus, Week in Review (chinalastnight)
Be in the know. 15 key reads for Sunday…
- An Auto-Parts Retailer Crashed—It Can Be Fixed (wsj)
- China unveils measures to revive stock market (reuters)
- China Urges More Loans, Debt Risk Reduction as Woes Compound (bloomberg)
- Lamborghini, Ferrari, Rolls-Royce: The Best Debuts at Monterey Car Week (bloomberg)
- How to Get Rich and Famous From a Stock Market Crash (wsj)
- This New 263-Foot Superyacht Has a Grecian-Inspired Beach Club That Belongs in a 5-Star Hotel (robbreport)
- Aston Martin Goes Topless With DB12 Volante Convertible (maxim)
- Alibaba Cloud launches AI video creation tool Live Portrait (technode)
- China’s internet regulator talks with foreign firms to address concerns over new data law (technode)
- Is the U.S. Economy Really Growing by 5.8%? Not So Fast (barrons)
- China set to cut lending rates as economic recovery drags (ft)
- China Local Governments to Sell $206 Billion of Financing Debt (bloomberg)
- GLP-1 Drugs Are Coming, and They Could Change Everything (bloomberg)
- Is there a ‘life hack’ to break 80 for the first time? 2 top teachers have an idea (golf)
- TIPS vs Gold: which is the better inflation hedge? (scottgrannis)
Be in the know. 15 key reads for Saturday…
- How serious is China’s economic slowdown? (piie)
- China Isn’t Japan in the 1990s. How Its Economic Meltdown Is Different. (barrons)
- Generac Is a Growth Stock at a Value Price. Buy It Before the Storms Start. (barrons)
- Alibaba Unit to Hire 2,000 Graduates as Big Tech Crackdown Eases (bloomberg)
- Alibaba, Tencent renew hiring as Big Tech gears up for growth (scmp)
- CSRC vows to boost ‘vitality, efficiency and appeal’ of stock market (scmp)
- We are close to bottoming from recent market decline, says Fundstrat’s Mark Newton (cnbc)
- A Booster Shot for Your Portfolio (barrons)
- AI Is the Real Deal—if You Understand It. Our 5 Roundtable Pros Are Here to Help. (barrons)
- How Kroger Became the Biggest Sushi Seller in America (wsj)
- China moves to shore up investor confidence in the economy (ft)
- What Wall Street needs to know about UAW talks, a potential strike and what it could all cost (cnbc)
- Will August stock-market stumble turn into a rout? Here’s what to watch, says Fundstrat’s Tom Lee. (marketwatch)
- Italian Scientists Research Whether Eating Pizza Carries Health Benefits (futurism)
- The 10 Best Dividend Stocks (morningstar)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 200
Hedge Fund Tips with Tom Hayes – Podcast – Episode 190
Where is money flowing today?
Be in the know. 10 key reads for Friday…
- China Needs to Engineer a Beautiful Deleveraging (Ray Dalio)
- Amazon’s Pharmacy Deal Shows It Is More Than Tech (barrons)
- What CVS Faces After Being Dropped by Insurer (barrons)
- Opinion: Bears are knocking at the door but bulls still hold the key to this stock market (marketwatch)
- U.S. Mortgage Rates Jump to Highest Level Since 2002 (nytimes)
- Trump Says He’s ‘Not A Fan’ of Powell (bloomberg)
- Despite China’s economic troubles, Cramer says its market won’t collapse (cnbc)
- Would You Spend $60 Million on a Ferrari? (wsj)
- China Evergrande files Chapter 15 bankruptcy in New York (scmp)
- Wage growth won’t mean a new inflationary spiral, says Wharton Professor Jeremy Siegel (cnbc)
Where is money flowing today?
Tom Hayes – Guest on “East West Investment Opportunities” – 8/17/2023
Healthcare (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the 2023 earnings estimates for the Healthcare Sector ETF (XLV) top 30 weighted stocks. Continue reading “Healthcare (top 30 weights) Earnings Estimates/Revisions”