Thanks to Abdul Azis Said for quoting me in his article at KATADATAcoid after my appearance at the Indonesia Investment Forum with Christovita Wiloto. You can find it here:
Tom Hayes – Quoted in Reuters article – 8/12/2022
Thanks to Chibuike Oguh for including me in his article on Reuters today. You can find it here:
Click Here to View The Full Article on Reuters
Tom Hayes – Quoted in Benzinga article – 8/11/2022
Thanks to Zoltan Suranyi and Shanthi Rexaline for including me in their article on Benzinga. You can find it here:
Click Here to View The Full Article on Benzinga
Tom Hayes – Quoted in Reuters article – 8/12/2022
Thanks to Amruta Khandekar, Leroy Leo and Medha Singh for including me in their article on Reuters today. You can find it here:
Where is the money flowing?
Be in the know. 17 key reads for Friday…
- ‘Back in Tech’: Investors are Increasing Exposure to Tech and Growth Stocks – BofA (streetinsider)
- Hedge Fund Bears Capitulate, Unleashing Biggest Net Buying And Short Covering At Goldman Prime Since May (zerohedge)
- China Is a Superpower and an Emerging Market. How to Invest Now. (barrons)
- Earnings Have Been Decent. Now Comes the Hard Part. (barrons)
- Why stock-market bulls are obsessed with the 4,231 level for the S&P 500 (marketwatch)
- Leading Chinese companies announce delisting plans from the NYSE (marketwatch)
- Mark Cuban says buying metaverse real estate is ‘the dumbest sh— ever’ (marketwatch)
- It’s a Tom Jones rally but it may be overbought, say analysts (marketwatch)
- Lunch with the FT. Formula 1’s Toto Wolff: ‘You need to push people out of their comfort zone’ (ft)
- This stock market indicator is flashing a bullish sign: Chart (finance.yahoo)
- Xi Pleaded With Biden “Now Is No Time for A Crisis” Just Ahead Of Pelosi Taiwan Visit (zerohedge)
- Disney (DIS) Stock Gains on Disney+ Beat and Raised Prices, Earns Upgrade to Buy (streetinsider)
- Tiger 21, an exclusive club of investors, says the ultra rich are doubling down on stocks (cnbc)
- U.S. equity funds notch up biggest weekly inflow in seven weeks (reuters)
- BofA Says Cash Racing to Stocks, Bonds as Inflation Fears Ease (bloomberg)
- What’s Driving US-China Spat Over Audits, Delistings (bloomberg)
- OPEC Cuts Oil-Demand Forecasts as Economic Growth Slows (wsj)
S&P 500 Earnings Estimates
In the spreadsheet above I have tracked the top 30 weights for the S&P 500 ETF (SPY).
Where is the money flowing?
Be in the know. 15 key reads for Thursday…
- US Inflation Runs Cooler Than Forecast, Easing Pressure on Fed (bloomberg)
- Boeing Delivers Its First 787 to American Airlines in More Than a Year. (barrons)
- Alphabet and 7 More Stocks Wall Street Loves That Aren’t Too Pricey (barrons)
- Ken Griffin on Why He Spent $43 Million to Buy the U.S. Constitution (wsj)
- Ford’s New F-150 Lightning Truck to Get Price Hike (wsj)
- Pace of Inflation Eased in July as Energy Costs Dropped (wsj)
- China Ends Taiwan Drills (wsj)
- Why China’s Confidence Could Turn Out to Be a Weakness (nytimes)
- Biden ‘Cautious’ on China Tariffs After Pelosi’s Trip, Commerce Chief Says (bloomberg)
- Meyers Manx Dune Buggies Are Reborn Yet Again—This Time Electric (bloomberg)
- Investors are betting there’s a 60% chance of a smaller Fed rate hike in September after July inflation cooled (businessinsider)
- History shows the bear market is almost over as length of most declines are typically 21% of the prior bull run, Fundstrat says (businessinsider)
- The Nasdaq is on track to exit a bear market — and the Dow to leave correction territory — after July CPI reading (marketwatch)
- China’s factory inflation hits 17-month low, consumer prices speed up (reuters)
- Alibaba’s Softbank Overhang Clarified as Foreigners Fret (chinalastnight)
