On Mar. 11, 2022, Treadway Charles L. – President and CEO of CommScope Holding Company, Inc. (COMM) – purchased 73,965 shares of COMM at $6.78. His out of pocket cost was $501,542.
Where is the money flowing?
Tom Hayes – Guest on Harvest Podcast – 3/15/2022
Harvest Podcast – Thomas Hayes – Chairman of Great Hill Capital – March 15, 2022
Watch Directly on Harvest
Hedge Fund Tips (PCN) – Position Completion Notification
Be in the know. 15 key reads for Tuesday…
- Boeing’s (BA) First China Delivery May Be Already in the Air – Jefferies (streetinsider)
- China’s retail sales, industrial data soundly beat expectations (cnbc)
- China says it wants to steer clear of U.S. sanctions over Russia’s war (cnbc)
- Stock Buybacks Are on Course for Another Record (wsj)
- Remember the stock market before the war in Ukraine? JP Morgan says negativity is overblown, offers 4 hedges (marketwatch)
- Airlines raise revenue outlook as travel demand bounces back faster than expected (cnbc)
- China Covid spike worsens: Dongguan factory center locks down (cnbc)
- Delta and United Airlines Just Raised Revenue Forecasts. Both Stocks Are Rising. (barrons)
- Chips Stocks Have Taken A Beating. Investors Are Worried About Taiwan. (barrons)
- The S&P 500 Just Hit a ‘Death Cross.’ Why It’s Good News for the Stock Market. (barrons)
- Chinese Stocks Slide as Covid-19 Lockdowns Add to Investor Concerns (wsj)
- China Sees at Least One Winner Emerging From Ukraine War: China (nytimes)
- ‘Shark Tank’ investor Kevin O’Leary says the rout in Chinese tech stocks like Alibaba is a good buying opportunity (businessinsider)
- Alibaba Not The Only One Betting Big On Potential $50B Chinese Metaverse Market: Here Are Other Likely First Movers (benzinga)
- Sum of All Fears (chinalastnight)
Tom Hayes – Quoted in Reuters article – 3/14/2022
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 Reuters article – 3/14/2022
Thanks to Devik Jain and Sabahatjahan Contractor for including me in their article on Reuters today. You can find it here:
Click Here to View The Full Article on Reuters
Biotech Earnings Estimates
In the spreadsheet above I have tracked the earnings estimates for the Biotech ETF (IBB) top 30 holdings.
Where is the money flowing?
Be in the know. 8 key reads for Monday…
- China’s Covid-19 Lockdown Is the Wrong Risk at the Wrong Time (barrons)
- Chip Makers Stockpiled Key Materials Ahead of Russian Invasion of Ukraine (wsj)
- Tom Brady Is Not Ready for Pickleball (wsj)
- Fed to Start Rate Hikes This Week With License to Turn Aggressive Later (bloomberg)
- China Covid spike: Shenzhen shuts production, Shanghai closes schools (cnbc)
- China’s credit impulse — which in October fell to the lowest in 10 years — has started to reverse. (bloomberg)
- 5 ‘Strong Buy’ Nasdaq Stocks That Also Pay the Biggest Dividends in the Index (247wallst)
- China tech crackdown: Beijing to tighten regulation on internet platforms that profit from teenage users (scmp)