- Federal Land Can Be Home Sweet Home (wsj)
- A Solution to the Housing Shortage (cityjournal)
- Trump Moves Forward With Plans To Use Federal Land To Build Affordable Housing (realtor)
- HUD Secretary Scott Turner and DOI Secretary Doug Burgum Announce Joint Task Force To Use Federal Lands for Affordable Housing (hud.gov)
- Weekly mortgage demand from homebuyers is strongest in nearly two months (cnbc)
- Home buyers could see more deals on new homes as builders worry about a pullback (marketwatch)
- US New-Home Sales Rise Slightly Following Weather-Related Plunge (bloomberg)
- China Stocks Getting Back Into Investors’ Good Books (wsj)
- ‘China is back’ with stock appetite at post-2021 high, Morgan Stanley raises targets (scmp)
- China seen leading in chipmaking investment again in 2025, SEMI group says (reuters)
- China Floods the World With AI Models After DeepSeek Success (bloomberg)
- China Will Ramp Up Stimulus If Growth Falters, PBOC Adviser Says (bloomberg)
- Alibaba Teams Up With BMW to Develop AI for Cars in China (bloomberg)
- Alibaba, Ant partner with home province Zhejiang to support China’s AI drive (scmp)
- U.S. Adds Export Restrictions to More Chinese Tech Firms Over Security Concerns (nytimes)
- Nvidia Stock Stutters. Fears China Could Tighten AI Chip Controls Intensify. (barrons)
- Nvidia’s China sales face threat from Beijing’s environmental curbs (ft)
- Three Energy Charts Suggest China’s Demand Recovery Underway (zerohedge)
- Are There Now Real Alternatives To The US Equity Market? (zerohedge)
- Dollar Suffers Its Worst Month Since 2023 as Bullish Bets Recede (bloomberg)
- U.S. Faces Uphill Task to Refill Natural Gas Storage for Next Winter (wsj)
- Shell Wants to Be a Natural Gas Behemoth. Oil’s Growth Is Ending. (barrons)
- Boeing production of Patriot component hits record (reuters)
- Bring on the F-47 Fighter Jet (wsj)
- Exclusive: Advance Auto Parts completes mass closures, plans to open over 100 new stores (usatoday)
- 10 Cheap Wide-Moat Stocks for 2025 (morningstar)
- Dollar Tree Loss Widens, Confirms Sale of Family Dollar Business (wsj)
- Mobileye Stock Gains. Why a New Deal Has Shares Soaring. (barrons)
Hedge Fund Tips (PCN) – Position Completion Notification
Financials (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Financials Sector ETF (XLF) top 30 weighted stocks. Continue reading “Financials (top 30 weights) Earnings Estimates/Revisions”
Healthcare (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the 2025 and 2026 earnings estimates for the Healthcare Sector ETF (XLV) top 30 weighted stocks. Continue reading “Healthcare (top 30 weights) Earnings Estimates/Revisions”
Where is money flowing today?
Indicator of the Day (video): AAII Bullish Percent
Quote of the Day…
Be in the know. 18 key reads for Tuesday…
- Boeing Goes for Two Defense Wins in a Row With Navy Jet Fighter (barrons)
- Alibaba Stock Gains. Its AI Chips Could Be Gaining Traction in China. (barrons)
- Boeing Gets Lifeline in Pentagon Deal to Build Most Expensive Jet Fighter Ever (wsj)
- China Adviser Urges Boosting Consumption to 70% of GDP by 2035 (bloomberg)
- Alibaba says to restart hiring, sees signs of start of AI bubble in the US (reuters)
- Crown Castle Fires CEO After Selling Business Segments (wsj)
- Retailers Bulk Up Inventories to Blunt Tariff Impact (wsj)
- What Covid’s One-Hit Wonders Should Have Taught Us (wsj)
- Home Prices Likely Kept Climbing in January. Why a Slowdown Is Coming. (barrons)
- Housing Hopes! Goldman Sees Incremental Confidence From Prospective Buyers (zerohedge)
- Rising Temperatures Drive Surge in Energy Demand, IEA Says (wsj)
- German Business Confidence Climbs After Lawmakers Unlock Spending Increase (wsj)
- Tariffs Might Be Lighter Than Expected. It’s a Relief for Markets. (barrons)
- China explores services subsidy to boost weak domestic demand (ft)
- Chinese AI start-ups overhaul business models after DeepSeek’s success (ft)
- American CEOs Visit Beijing, Investors Ask: 5 BYDs or 1 Tesla? (chinalastnight)
- China’s commerce minister meets with Boeing Global president (reuters)
- Smithfield Foods expects growth in sales, profit on strong packaged meats demand (reuters)