- The Life Cycle of Market Champions (bridgewater)
- The Folly of Certainty (howard marks)
- How Benjamin Graham Survived World Panic on Wall Street (#17) (beyondbengraham)
- 10 of the Best Small-Cap Stocks to Buy Today (com)
- The White-Collar Hiring Rut Is Here. That’s Bad News for Young College Grads. (wsj)
- He Was a 2,500-to-1 Long Shot. Now He May Win the British Open. (wsj)
- DOJ says ‘substantial progress’ made toward final plea agreement with Boeing but needs more time (cnn)
- The Best Performing Stock in the Past Century (dgi)
- The life secret Jerry Seinfeld learned from Esquire (washingtonpost)
- ‘Cobra Kai’ Moves Up Season 6, Part 2 On Netflix—Here’s The New Release Schedule (forbes)
- First Drive: The Lotus Emeya Targets Porsche, Mercedes, and Lucid With Its 905 HP Performance (robbreport)
- Why Monte Carlo Is The Crown Jewel Of The French Riviera (maxim)
- Meet The RB17, Red Bull’s F1-Rivaling Hypercar That You Can Actually Buy (maxim)
- China accounts for nearly half of ASML’s Q2 revenue despite Dutch export restrictions (technode)
- Ant Group sees insurance business boom with 30% y-o-y growth in claim payouts in H1 (technode)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 248
Article referenced in VideoCast above:
‘Sea Change’ Activated! Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 248
Article referenced in VideoCast above:
‘Sea Change’ Activated! Stock Market (and Sentiment Results)…
Quote of the Day…
Be in the know. 5 key reads for Saturday…
- Boeing Sees 20-Year Commercial Jetliner Market Almost Doubling (bloomberg)
- At Long Last, the ‘Other S&P 500’ Takes a Bow (barrons)
- Activist Elliott Takes Big Stake in Starbucks (wsj)
- Big Tech shares lose lustre as US market rocked by violent rotation (ft)
- Fed’s Williams Says Long-Term Trends Still Back Low Neutral Rate (bloomberg)
Where is money flowing today?
Indicator of the Day (video): DOW Intermediate Term Breadth Momentum Oscillator
Quote of the Day…
Be in the know. 20 key reads for Friday…
- Third Plenum Promises to Fix “Insufficient Demand”, Week in Review (chinalastnight)
- Third Plenum Communique: CN to Implement Measures to Prevent & Resolve Risks in Property, Local Debts, Small/ Medium Financial Institutions, Others (aastocks)
- Why the Fed Should Cut Rates Now—Not Wait Until September (wsj)
- Big Tech shares lose lustre as US market rocked by violent rotation (ft)
- Why Income Seekers Should Consider Buying High Yield Dividend Stocks Now (barrons)
- American Express Profit Rises 39% as Affluent Consumers Keep Spending (barrons)
- Here’s how stocks performed the last time a president ended a re-election bid — in 1968 (marketwatch)
- This bearish strategist says there is a bubble in artificial-intelligence stocks, and it could be about to burst (marketwatch)
- Small-cap stocks are perking up. Here’s how to pick winners. (marketwatch)
- Citi advises investors to ‘election proof’ their portfolios — here’s how (marketwatch)
- Ford to Invest $3 Billion in Canada to Boost F-Series Pickup Production (wsj)
- Homeowners Couldn’t Build Pools Fast Enough During Covid. The Tide Might Be Turning. (wsj)
- Get Ready to Pay More for Less-Reliable Electricity (wsj)
- Amazon Prime Day 2024 breaks record, bumps US online sales to $14.2B (nypost)
- Why Is the Oil Industry Booming? (nytimes)
- More Gas Cars and Trucks, Fewer E.V.s as Automakers Change Plans (nytimes)
- China’s Leaders Offer High Hopes, but Few Details for Road to Recovery (nytimes)
- Millionaires Outpriced by Billionaires Flock to Florida’s Fort Lauderdale (bloomberg)
- High-tariff push roils Shein, Temu operations in South Africa, EU, other markets (scmp)
- BABA Demands Each Biz to Have ‘Sense of Operation’ & Further Clarify Focus of Inputs – Report (aastocks)