Be in the know. 30 key reads for Wednesday…
- Pfizer Says Its Covid-19 Pill Likely Works Against Omicron (wsj)
- China adds new incentives for banks to lend to small businesses (reuters)
- Investors Are Most Bullish on Dollar Since 2015, BofA Says (bloomberg)
- Campbell Is Getting Warmer (wsj)
- Central Bankers Are the Biggest Risk to Stocks in 2022, Survey Finds (bloomberg)
- Even when the Fed starts hiking rates, stocks could keep rising for 10 months, according to Deutsche Bank (fortune)
- The “New Energy Economy”: An Exercise in Magical Thinking (manhattan-institute)
- Here’s Why Stocks Are 80% Likely To Jump Again Next Year (investors)
- 5 Stocks to Hide Out in During Fed-Related Volatility (barrons)
- Why Wall Street Isn’t Freaking Out Over Omicron (barrons)
- China’s Factories Keep Running as Domestic Economy Slows Down (barrons)
- Nike Is Entering the Metaverse. What’s Ahead for Investors. (barrons)
- China’s Anti-Monopoly Crackdown Is Just an Excuse (barrons)
- Millennials Are Supercharging the Housing Market (wsj)
- Sears, Struggling to Sell Goods, Markets a Valuable Asset: Real Estate (nytimes)
- Cash Glut in Eurozone Drives Dollar Demand (wsj)
- China’s Economy Needs More Help (wsj)
- How Is Omicron Affecting Air Travel? (wsj)
- Boeing on Track to Double Aircraft Deliveries in 2021 (barrons)
- Boeing (BA) November Orders/Deliveries ‘Somewhat Encouraging’ but Still Lagging Airbus – Cowen (streetinsider)
- Disney (DIS) Stock Selling Overdone Says Morgan Stanley and Sees Over 20% Upside (streetinsider)
- S. Retail Sales Climbed by Less Than Forecast in November (bloomberg)
- The Big Read. Elon Musk: Interview with FT’s Person of the year (ft)
- Investors pour billions of dollars into inflation-linked assets (ft)
- US to extend China blacklist by 8 more companies (foxbusiness)
- Trader Bet $65 Million in Options on Stock Rebound Into Holiday (bloomberg)
- China’s Economic Slump Fuels Calls for More Stimulus (bloomberg)
- Sinovac Study Spurs Bets on Further China Policy Easing (bloomberg)
- China’s Surging Currency Is a False Signal (bloomberg)
- The Pro-Immigrant Case Against Noncitizen Voting (Michael Bloomberg)
Insider Buying in Altice USA, Inc. (ATUS)
Unusual Options Activity – Teva Pharmaceutical Industries Limited (TEVA)
Data Source: barchart
Today some institution/fund purchased 12,780 contracts of June $14 strike calls (or the right to buy 1,278,000 shares of Teva Pharmaceutical Industries Limited (TEVA) at $14). The open interest was 8,454 prior to this purchase. Continue reading “Unusual Options Activity – Teva Pharmaceutical Industries Limited (TEVA)”
December Bank of America Global Fund Manager Survey Results (Summary)
The December survey covered 371 managers with $1.1 trillion in assets under management. Continue reading “December Bank of America Global Fund Manager Survey Results (Summary)”
Tom Hayes – Cheddar TV Appearance – 12/14/2021
Cheddar TV Appearance – Thomas Hayes – Chairman of Great Hill Capital – December 14, 2021
Watch Directly on Cheddar in HD
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Hedge Fund Tips (PCN) – Position Completion Notification
Be in the know. 20 key reads for Tuesday…
- Huawei, Tencent lose cloud market share as Alibaba, Baidu extend their lead, report shows (scmp)
- Pfizer says final data from late-stage trial of COVID-19 antiviral shows it reduces risk of hospitalization or death by 89% (marketwatch)
- Goldman Sachs Says 3 Aerospace and Defense Stocks May Be the Best Offense in 2022 (247wallst)
- Wall Street Gets Increasingly Bullish on China (bloomberg)
- Stocks’ Rough Patch Could End Soon. The Fed’s Next Move May Be Priced In. (barrons)
- The Fed Meeting Could Be D-Day for Bitcoin and Other Cryptos (barrons)
- How a $6 Bass Pro Shops Hat Became a Fashion Trend (wsj)
- Red-Hot Chip Stocks Are Cooling (bloomberg)
- Fund managers dash for cash ahead of Fed decision (marketwatch)
- Pfizer Stops 70% Omicron Hospitalizations in South Africa Study (bloomberg)
- Mariah Carey’s ‘Queen of Christmas’ Crown Is Worth Far More Than the Royalties (bloomberg)
- Wholesale prices measure rises 9.6% in November from a year ago, the fastest pace on record (cnbc)
- Fed taper will have little impact on Asia markets, UOB strategist says (cnbc)
- The Fed will halt asset purchases by March and hike rates in June, CNBC survey predicts (cnbc)
- These are the 50 top stocks that members of Congress own (businessinsider)
- Opinion: Odds of being a stock market winner in 2022 are in your favor for this one big reason (marketwatch)
- White House scrambles to salvage $1.75tn Build Back Better bill by Christmas (ft)
- Patrick Drahi’s Altice raises stake in BT to 18% (ft)
- Fed Meeting: Stock Market Ready For Faster Taper — But Not This (investors)
- Goldman, Morgan Stanley Say Any Drop in Stocks Likely to Be Small (yahoo)