- 4 Very Undervalued Wide-Moat China Stocks (Morningstar)
- Royal Dutch Shell Has the Most Potential of Any Big Oil Stock. Here’s Why. (Barron’s)
- A New Economic Reality Is Weighing on Tech Stocks (Barron’s)
- Spectrum Brands Offers a Cheap Way to Play Many Consumer Trends (Barron’s)
- These 5 Infrastructure Stocks Still Look Like Bargains (Barron’s)
- Good News on Jobs Could Set the Stage for Normal Fed Policy (Barron’s)
- The Reopening Trade Is Back. These Bank Stocks Stand to Benefit. (Barron’s)
- Why Nokia Stock’s Rally Could Continue (Barron’s)
- Abundance of cash in the financial system isn’t going away even after the Fed tapers bond purchases (MarketWatch)
- Cathie Wood, Meme-Stock Champion Who Bet Big on Tesla and Bitcoin, Stands Her Ground (Wall Street Journal)
- Elon Musk’s Boring Company in talks with San Antonio, Austin for tunnel system (New York Post)
- Walmart dangles bonuses for warehouse workers as summer sales surge (New York Post)
- Consumer Borrowing in U.S. Surged in June by Most on Record (Bloomberg)
- 44 Dividend Champions For Further Research (DGI
- Inflation, Monetary Policy & Pandemics (investoramnesia)
Tom Hayes – CBC/Radio-Canada Appearance – 8/4/2021
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 94
Hedge Fund Tips with Tom Hayes – Podcast – Episode 84
Tom Hayes – Yahoo! Finance Appearance – 8/6/2021
Where is money flowing today?
Be in the know. 7 key reads for Friday…
- U.S. July Payrolls Increase 943,000, Topping Estimates (Bloomberg)
- Travel Earnings Improve, But Covid Remains a Drag (Barron’s)
- Booster Shots Look Inevitable. The Market May Have Priced That In. (Barron’s)
- Employment Situation Summary (BLS)
- Why There Are Plenty of Jobs and Still Unemployment (Barron’s)
- Nokia Stock Is Riding the 5G Wave. Why the Rally Could Continue. (Barron’s)
- Business Groups Call on Biden to Restart Trade Talks With China (Wall Street Journal)