Cheddar TV Appearance – Thomas Hayes – Chairman of Great Hill Capital – August 17, 2021
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Be in the know. 15 key reads for Monday…
- The Metaverse Goes Beyond Facebook. Watch These Stocks. (Barron’s)
- Economy Likely to Outgrow China’s Due to Contrast in Pandemic Responses (Wall Street Journal)
- This bond expert called the initial spike in interest rates. He now says a new chapter will emerge. (MarketWatch
- Chinese Growth Slowdown Adds to List of Investors’ Concerns (Barron’s)
- A Skeptical Stock Analyst Wins Big by Seeking Out Frauds (New York Times)
- Afghanistan Government Collapses as Taliban Take Kabul (WSJ)
- Japan’s Economy Returns to Growth, but Virus Threat Looms (New York Times)
- China’s Corporate Crackdown Adds to Junk-Bond Distress (Wall Street Journal)
- Robinhood gets boost as Congress declines ban – for now – on sales tactic (FoxBusiness)
- You’ve Never Heard of the Biggest Digital Media Company in America (New York Times)
- Why Only a Huge Shock Will Deter Risk-Taking Investors (Bloomberg)
- Hedge Funds Are Demanding Their SPAC Money Back (Bloomberg)
- How a 27-Year-Old Built a $3 Billion Fortune After an Allergic Reaction (Bloomberg)
- Economic ‘nirvana’ should usher in roaring ’20s, market bull Ed Yardeni predicts (CNBC)
- PG&E (PCG) Gains on Upgrade to ‘Outperform’ at RBC on Attractive Risk/Reward, Analyst Sees 50%+ Upside (Street Insider)
Be in the know. 17 key reads for Sunday…
- Greg Becker on the Innovation Business (Podcast) (Bloomberg)
- How the explosive growth in satellites could impact life on Earth (theHustle)
- Aston Martin Reveals Valkyrie Spider Roofless Hypercar (Forbes)
- The economics of dollar stores (theHustle)
- Why A Secretive Chinese Billionaire Bought 140,000 Acres Of Land In Texas (Forbes)
- Dolly Parton’s Net Worth Revealed: The Staggering Success Of America’s Country Music Queen (Forbes)
- Status Monkeys (Not Boring)
- Beyond the Bitcoin Bubble (New York Times)
- August Seasonal Pattern Suggests Further Gains Mid-Month (Almanac Trader)
- ECRI Weekly Leading Index Update (advisorperspectives)
- The Way the Senate Melted Down Over Crypto Is Very Revealing (New York Times)
- Indicator Of The Week: 4.5 Trillion (NPR Planet Money)
- Fenty’s Fortune: Rihanna Is Now Officially A Billionaire (Forbes)
- Forget Flying Cars. The World’s First Flying Motorcycle Is Coming. (Robb Report)
- Ford’s Newest GT Is a Modern Supercar That Reimagines the 1964 Original (Men’s Journal)
- The Senate Passed a $1 Trillion Infrastructure Deal. What’s in It for You? (Inc.)
- Musk says Starship will land humans on moon ‘probably sooner’ than 2024 (FoxBusiness)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 95
Article referenced in VideoCast above:
The Yogi Berra “Deja Vu” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 85
Be in the know. 20 key reads for Saturday…
- Fixing Boeing’s Problems Could Boost Its Stock by 35%. What It Needs to Do. (Barron’s)
- Charlie Munger’s Daily Journal scored a $132 million gain on stocks in 9 months – and its portfolio has quadrupled in value (Business Insider)
- If Inflation Isn’t a Problem Yet, This $3.5 Trillion Budget Will Make It One (Barron’s)
- Moderna Stock Crumbled Wednesday. Investors Are Questioning This Year’s Spectacular Surge. (Barron’s)
- Stock Prices Are Poised to Keep Rising, Says Longtime Bull. Here’s Why. (Barron’s)
- Looking for Stocks That Really Add Up? Meet These 10 Potential Compounders. (Barron’s)
- Splunk Stock Is Ready to Climb, Says UBS (Barron’s)
- Why Activision Blizzard Stock’s Decline Might Be a Buying Opportunity (Barron’s)
- Delta Variant Drops Small-Business Confidence to Lowest Level Since March (Wall Street Journal)
- Xi’s Dictatorship Threatens the Chinese State (George Soros – WSJ)
- Airbnb benefits from ‘travel recovery’ as bookings and revenue grow (Financial Times)
- Spectre of inflation stalks debate on $3.5tn US spending bill (Financial Times)
- Wall Street predicts that equity bull run will continue but some investors worry that market already reflects high levels of optimism (Financial Times)
- Slow Slog in Stocks Is Now a Steamroller Crushing Every Naysayer (Bloomberg)
- Consumer Sentiment in U.S. Plunges to Lowest Since 2011 (Bloomberg)
- How the ‘Madonna’ of Billionaires Is Playing His Fourth Act (Bloomberg)
- The Lamborghini Countach Returns as a $2.64 Million Hybrid Beast (Bloomberg)
- Aston Martin reveals its topless Valkyrie hypercar (CNN Business)
- Wall Street Will Keep Getting Good Talent: Leon Cooperman (Bloomberg)
- Bargain Stocks From The Father Of Value Investing (Forbes)