- Booster Shots Seem More Likely. (Barron’s)
- Intel Continues to Enjoy Robust PC Demand in Q2 (Morningstar)
- Elon Musk Says It’s Totally Possible to Build “Extremely Safe” Nuclear Plants (Futurism)
- S. natural gas exports to Mexico established a new monthly record in June 2021 (EIA)
- Leon Cooperman: ‘Inflation is a friend of common stocks’ (CNBC)
- Home Prices Are Spiking. How to Address the Housing Affordability Crisis. (Barron’s)
- China’s Huawei Hires Democratic Lobbyist Tony Podesta (Wall Street Journal)
- The Illusion of Choice in Consumer Goods (DGI)
- Warren Buffett won’t be following Jeff Bezos and Richard Branson into space – he ruled out a rocket trip 25 years ago (Business Insider)
- Rocket Launches Are Shockingly Bad for the Environment (Futurism)
- Oil Servicers Climb Out of a Hole (Wall Street Journal)
- How to Watch the Tokyo Olympics Opening Ceremony and Key Times (Wall Street Journal)
- Intel Reported Strong Earnings. But Its Margins Are Suffering. (Barron’s)
- Sam Zell Shelves Real Estate Acquisitions (worldtopinvestors)
- Tripadvisor Is the Cheapest Online Travel Stock. It’s a Good Time to Book Shares. (Barron’s)
- You Can Bank on Bank Stocks for Steady Dividends. Here Are 4 With Yields Above 3% (Barron’s)
- Teen on space flight told Bezos he had never ordered from Amazon (New York Post)
- Rising Covid Cases Hang Heavy Over the Travel Industry, Again. How to Play the Stocks Now. (Barron’s)
- Share Buybacks Are Back. 5 Stocks That Stand to Benefit. (Barron’s)
- A Skateboarder’s Secret Grind (New York Times)
- ESG Funds Usually Avoid Aerospace and Defense Stocks. How That Might Change. (Barron’s)
- Netflix Opens a New Front in the Streaming War. How Games Can Boost the Stock. (Barron’s)
- American Is the Year’s Best Airline Stock. Wall Street Is Getting More Bullish. (Barron’s)
- Kimberly-Clark Plans Higher Prices Through Next Year (Wall Street Journal)
- Billions wiped from Chinese education companies as Beijing suggests banning profits (Financial Times)
- US buys 200m Pfizer jabs for children and possible boosters (Financial Times)
- Jay Powell deserves Democrats’ support (Financial Times)
- Stock Pickers Crave Safety in Market Unnerved by Covid Variants (Bloomberg)
- The Highest Forms of Wealth (collaborativefund)
- Why Math Class Is Boring—and What to Do About It (Farnam Street)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 92
Article referenced in VideoCast above:
The Dinah Washington, “What a Difference a Day Makes” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 82
Article referenced in podcast above:
The Dinah Washington, “What a Difference a Day Makes” Stock Market (and Sentiment Results)…
Hedge Fund Tips (PCN) – Position Completion Notification
Where is money flowing today?
Be in the know. 20 key reads for Friday…
- Morgan Stanley Highlights Boeing (BA) Shares As Attractive After the 13% Pullback (StreetInsider)
- Was Intel’s (INTC) Second Quarter a Speedbump or Inflection? (StreetInsider)
- Earnings season so far has been great with profit margins holding up
- Biden’s order could make it easier for Americans to borrow (Yahoo! Finance)
- Airbnb Stock Has Been Under Pressure. The Case for Investing Now. (Barron’s)
- ‘Black Widow’ Enters a Gray Area (Wall Street Journal)
- Pfizer and BioNTech to supply U.S. govt with additional 200 million doses of COVID-19 vaccine (MarketWatch)
- Airline Earnings Show Signs of Life. But New Challenges Are Emerging. (Barron’s)
- Las Vegas Sands Is Falling Amid Concern Over Covid and Asian Operations (Barron’s)
- How Options Trading Is Driving Up Stocks—and Driving Them Down (Barron’s)
- Here’s what a Bank of America strategist says investors should do next as market rotation enters round four (MarketWatch)
- Eurozone business activity expands at fastest pace for 21 years (Financial Times)
- Thermal coal prices soar as demand for electricity rebounds (Financial Times)
- Intel chief says more consolidation needed in chip industry (Financial Times)
- Energy expert warns of ‘serious oil crisis’ within next five years (Fox Business)
- Intel beats, but guides to lower margins for Q3 (CNBC)
- China Considers Turning Tutoring Companies Into Non-Profits (Bloomberg)
- Fed Ramps Up Debate Over Taper Timing, Pace (Wall Street Journal)
- Palm Beach Real Estate Is So Hot, at Least 22 Homes Sold for $40M-Plus Since Covid (Wall Street Journal)
- EV Batteries: The Next Victim of High Commodity Prices? (Wall Street Journal)
Unusual Options Activity – Las Vegas Sands Corp. (LVS)
Data Source: barchart
Today some institution/fund purchased 35,396 contracts of May 2022 $62.5 strike calls (or the right to buy 3,539,600 shares of Las Vegas Sands Corp. (LVS) at $39). The open interest was just 677 prior to this purchase. Continue reading “Unusual Options Activity – Las Vegas Sands Corp. (LVS)”
Where is money flowing today?
Be in the know. 23 key reads for Thursday…
- AT&T Stock Rises As Q2 Earnings Top Expectations (Investor’s Business Daily)
- China Trade Booms as If Virus, Tariffs Never Happened (Bloomberg)
- United Wholesale Mortgage CEO on mortgage rates (Yahoo! Finance)
- 4 Top Aerospace and Defense Stocks to Buy Now Before Q2 Earnings (24/7 Wall Street)
- Two Big Carriers Report Narrowing Losses, Positive Cash Flow (Invetor’s Business Daily)
- ECB Hints at Looser Policy for Longer (Barron’s)
- Intel Reports Earnings Today. Expectations Are High. (Barron’s)
- Natural Gas Prices Are Soaring, but the Stocks Aren’t. Here’s Why. (Barron’s)
- Apple’s Privacy Move Has Scrambled Social-Media Advertising. We’ll Know the Real Impact Soon. (Barron’s)
- Fed Chief Powell Enjoys Support for Reappointment, but He’s Not a Lock (Wall Street Journal)
- Coca-Cola Boosts Outlook as Sales Rebound (Wall Street Journal)
- ‘Call Her Daddy’ Host Alex Cooper Wants to Have the Biggest Podcast in the World (Wall Street Journal)
- 2M workers remain on jobless benefits as weekly claims jump to 419K (New York Post)
- How Nations Are Learning to ‘Let It Go’ and Live With Covid (New York Times)
- The Saudi Prince of Oil Prices Vows to Drill ‘Every Last Molecule’ (Bloomberg)
- China Offers Oil Reserves in Unprecedented Move to Cool Rally (Bloomberg)
- Oil Holds Biggest Gain in Three Months on Demand Recovery (Bloomberg)
- Johnson & Johnson Posts Higher Profit as Healthcare Demand Returns (Wall Street Journal)
- Wild Superyacht Secrets I Learned When I Became a Deckhand (Bloomberg)
- Delta Dawn. The Energy Report 07/22/2021 (Phil Flynn)
- Biden confident $1tn infrastructure deal within reach despite vote setback (Financial Times)
- The FDA may not fully approve a COVID-19 vaccine until January. Here’s why (MarketWatch)
- CSX profit more than doubled as railroad hauled 27% more (FoxBusiness)
The Dinah Washington, “What a Difference a Day Makes” Stock Market (and Sentiment Results)…
This week we chose Dinah Washington’s legendary hit, “What a Difference a Day Makes” to capture the turn in sentiment that took place between Monday and Tuesday of this week: Continue reading “The Dinah Washington, “What a Difference a Day Makes” Stock Market (and Sentiment Results)…”