Be in the know. 12 key reads for Sunday….
- Warren Buffett’s Berkshire Hathaway Slashes Apple Stake (wsj)
- Nvidia’s upcoming AI chips reportedly face delay of 3 months or more due to design flaw (fortune)
- Amazon CEO warns of trend that’s making consumers flee pharmacies (thestreet)
- The Fed Is Behind the Curve. There’s Still No Need to Panic. (wsj)
- S. Hiring Slowdown Hits Stocks, Fuels Bets on Bigger Rate Cut (wsj)
- Lousy Jobs Report Forces Fed to Reckon With Hard Landing (wsj)
- The Most Petrifying 471 Yards at the Olympics (wsj)
- She’s the Greatest Distance Swimmer of All Time. How Long Can Katie Ledecky Keep Going? (wsj)
- Boeing May Have Gotten It Right With Kelly Ortberg As CEO (forbes)
- Meet The Billionaire Investor Who Refuses To Put Money Into AI Or Crypto (forbes)
- 10 tips from Olympian Simone Biles on how to develop a champion mindset: ‘It’s all about mental training’ (fortune)
- Pagani Unleashes Topless ‘Habanero Red’ Utopia Hypercar (maxim)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 250
Article referenced in VideoCast above:
“Pals, Trowels and Towels” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 250
Article referenced in VideoCast above:
“Pals, Trowels and Towels” Stock Market (and Sentiment Results)…
Indicator of the Day (video): Total Market Advances Minus Declines
Quote of the Day…
Be in the know. 15 key reads for Saturday…
- Intel Bulls Have Given Up. Why There May Still Be Hope for The Stock. (barrons)
- ‘The Claman Countdown’ panelists Thomas Hayes and Nick Timiraos evaluate the state of the U.S. economy. (foxbusiness)
- ‘I’m really desperate now’: Temu sellers revolt against fines and withheld pay (cnn)
- The government—either a Harris or Trump administration—will need Intel to thrive if the U.S. has any hope of achieving chip making independence. (barrons)
- Job Slowdown Will Ignite Debate Over Larger Half-Point Rate Reduction (wsj)
- How a Jobs Report Sent the Fed From a Soft Landing to Behind the Curve (barrons)
- What 100 Years of Rate Cuts Says Happens Next (barrons)
- Amazon’s Jeff Bezos Stopped Selling Stock When It Dipped Below $200 (barrons)
- Pump Up the Value. Fed Rate Cuts Will Boost These Stocks. (barrons)
- Wall Street’s Year of Calm Snaps as Most Reliable Trades Flop (bloomberg)
- Dollar Eyes Worst Day This Year as Jobs Data Boosts Expectations for Fed Cuts (barrons)
- Mortgage rates plunge to lowest level in more than a year after weak jobs report (cnbc)
- Tech companies show no signs of slowing spending on artificial intelligence, even though a payoff looks a long way away. (nytimes)
- Japan stocks plunge by nearly 6% in biggest drop since start of pandemic (cnn)
- The 10 Best Companies to Invest in Now (morningstar)
Tom Hayes – Fox Business Appearance – The Claman Countdown – 8/2/2024
Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – August 2, 2024