Thanks to
for including me in his article on Reuters today. You can find it here:Hedge Fund Tips (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is the money flowing?
Be in the know. 13 key reads for Wednesday…
- Chinese vice premier urges greater effort to boost consumption (reuters)
- Fed Minutes Are Coming. The Risk Is on the Hawkish Side. (barrons)
- Retail Sales Were Stronger Than They Looked (barrons)
- Junk bonds sweep to a record summer rally (marketwatch)
- S. to Buy Ukraine Grain, as Ship Traffic Increases (wsj)
- American Airlines Agrees to Buy 20 Boom Supersonic Jets (wsj)
- Warren Buffett boosts Big Tech bets as other billionaires dump stocks (nypost)
- Tencent Says Meituan Stake-Sale Report Is Not Accurate (bloomberg)
- A meeting in China may have tipped off which provinces will have highest growth (cnbc)
- Warren Buffett’s Berkshire Hathaway has spent nearly $60 billion on stocks this year – and shows no signs of stopping (businessinsider)
- Saudi Arabia funneled oil riches into big-cap US stocks with a $7.5 billion buying spree amid falling valuations (businessinsider)
- China’s imports of US oil have hit an 18-month high as it pivots away from Russian crude (businessinsider)
- Beijing is tanking the domestic economy — and helping the world (ft)
“Wrong Side of the Wave” Stock Market (and Sentiment Results)…
Last week, my family and I took a trip out to visit friends in Whitefish, MT for a long weekend. We had an amazing time. On the first day we went out on the lake and both me and my daughters learned how to ski behind the boat. I was able to get up and surf for a reasonable amount of time, but being on the “wrong side of the wave” made balancing harder than it needed to be:
Continue reading ““Wrong Side of the Wave” Stock Market (and Sentiment Results)…”
August 2022 Bank of America Global Fund Manager Survey Results (Summary)
The August survey covered 284 managers with $836 Billion in assets under management.
Continue reading “August 2022 Bank of America Global Fund Manager Survey Results (Summary)”