Hedge Fund Tips

Image Source: Stocktraders Almanac

1. The Secret Life of the 500+ Cables That Run the Internet (cnet)
2. The Latest Trend on Yachts? Submersibles. (nytimes)
3. Looking for a Mid-August Bounce After Weak Start (almanactrader)
4. Can China escape deflation? (economist)
5. This Black Velvet Dodge Challenger Is A ‘Retromod’ Masterpiece (maxim)
6. Paul Krugman on AI, Superconductors, and Why Alien Invasions Are Inflationary (bloomberg)
7. Why the UAW Is Digging in Against the Big Three Carmakers (bloomberg)
8. This Le Mans veteran is the pinnacle of LWB Ferrari California Spiders (classicdriver)
9. As Cable Shrinks, Comcast Just Looks Like More of a Buy (barrons)
10. Alibaba (BABA) undergoing a ‘fundamental turnaround’ says Benchmark and sees potential for 85% rally (streetinsider)

1. Buy GM and Wayfair Stock. Analysts Make the Case. (barrons)
2. This Is a ‘Bear Steepener’ Bond Market. (barrons)
3. Tech Pullback Will Be Short-Lived, Analyst Says. (barrons)
4. Wayfair’s Investor Day Has Analysts Feeling Bullish (barrons)
5. Amazon, Meta, and Alphabet Were the Standouts in Tech Earnings. Here’s Why. (barrons)
6. Thanks to Disney Magic, Halloween Now Starts 11 Weeks Early (wsj)
7. A key signal suggests job growth could plummet in coming months amid labor strikes and bad weather (businessinsider)
8. The Fed can take the rest of the year off as inflation is crumbling and there’s no recession in sight, market vet Ed Yardeni says (businessinsider)
9. Buy tech stocks now as solid 2nd-quarter earnings will power a 15% rally into year-end, Wedbush says (businessinsider)
10. ‘It’s Hard to Be an Activist These Days’: Gadfly Investors Trail Stock-Market Returns (wsj)
11. Dustin Moskovitz, Co-Founder of Asana and Facebook — Energy Management, Coaching for Endurance, No Meeting Wednesdays, Understanding the Real Risks of AI, Embracing Frictionless Work with AI, The Value of Holding Stories Loosely, and More (#686) (blog)
12. What Is The Real Value Of Alphabet Inc (GOOGL) Using A Simple DCF (acquirersmultiple)
13. The Case For Intel: An Illustration Of The ‘Value’ Investing Mindset (forbes)
14. Undervalued by 60%, This Growth Stock Is a Buy for the Long Term (morningstar)
15. 10 Cheap Dividend-Growth Stocks to Buy (morningstar)

1. China Lifted a Ban on Group Travel. These Stocks are Set to Benefit. (barrons)
2. Alibaba (BABA) undergoing a ‘fundamental turnaround’ says Benchmark and sees potential for 85% rally (streetinsider )
3. China Ending Years-Long Crackdown Restores Optimism as Tech Giants Report (bloomberg)
4. Verizon Business’s Latest Move to Build Market Share (barrons)
5. Disappointing China Loans Is a Cry for More Easing, Analysts Say (bloomberg)
6. The UAW Is in Talks With Detroit. How Much Car Prices Could Rise. (barrons)
7. Ford is going all in on hybrids. Here’s why. (marketwatch)
8. News Corp beats profit estimates as digital subscriptions rise (nypost)
9. China Ending Years-Long Crackdown Restores Optimism as Tech Giants Report (bloomberg)
10. Alibaba Posted ‘Solid’ Results Across the Board, UBP Says (bloomberg)
11. Alibaba Takes a Step Toward Comeback as Growth Returns (bloomberg)
12. I think the Fed is done hiking for this cycle, says Fundstrat’s Tom Lee (cnbc)
13. The opportunity is there to put together a pretty inexpensive portfolio, says Oakmark’s Bill Nygren (cnbc)
14. Amazon is well-positioned to benefit from the growing demand for artificial intelligence software. (fool)
15. Alphabet’s $118 Billion Cash Pile Poses a New Problem (yahoo)
16. Seth Klarman on What Makes a Value Investor and Committing ‘Sacrilege’ in New Edition of ‘Security Analysis’ (institutionalinvestor)
17. Disney gains on plans to raise prices for streaming services; BofA positive on changes (streetinsider)
18. Alibaba income beats estimates amid “strong business momentum” (streetinsider)
19. The Fed ‘can take the rest of the year off’: Yardeni (marketwatch)
20. China accuses U.S. of trying to block its development, demands that tech curbs be repealed (marketwatch)