Tom Hayes – The Claman Countdown – Fox Business Appearance – 12/10/2020
Where is money flowing today?
Tom Hayes – Quoted in Reuters article – 12/14/2020
Thanks to Shreyashi Sanyal and Ambar Warrick for including me in their article on Reuters today. You can find it here:
Be in the know. 15 key reads for Monday…
- December Opex Week Historically Bullish (quantifiableedges)
- US STOCKS-Wall St headed higher as travel stocks rally on vaccine roll-out (Reuters)
- Oil lifted on vaccine optimism, tanker explosion (MarketWatch)
- The Mass Distribution of Covid-19 Vaccines Is Under Way. ‘Everything Has to Come Together.’ (Wall Street Journal)
- Vaccine Boosts Fed Confidence That Worst-Case Outcomes Can Be Avoided (Wall Street Journal)
- Elliott Management Has Significant Stake in Public Storage (Wall Street Journal)
- Huntington Bancshares Agrees to Merge With TCF Financial (Wall Street Journal)
- AstraZeneca’s Alexion Splurge Could Attract a Crowd (Wall Street Journal)
- Big Tech Turns Its Lobbyists Loose on Europe, Alarming Regulators (New York Times)
- CDC panel recommends Pfizer Covid vaccine for people 16 years and older (CNBC)
- Michael Jordan’s New Golf Course Uses Drone To Deliver Beer To Golfers (ZeroHedge)
- Goldman Strategists Say SPACs May Spur $300 Billion M&A Activity (Yahoo! Fiinance)
- EU diplomat says ‘narrow path’ to a Brexit trade deal is ‘visible’ (Fox News)
- ‘Can’t Take My Eyes Off You’ Stock Market (SeekingAplha)
- Barron’s Picks And Pans Of The Week: Time Is Ripe To Sell NIO, XPeng, Li; And Lessons From The IPO Frenzy (Benzinga)
Be in the know. 8 key reads for Sunday…
- Rally To Resume Mid-Month – Typical December Seasonal Pattern (Almanac Trader)
- Are Energy Stocks About To Breakout In 2021? (kimblechartingsolutions)
- Will the Fed adjust its asset purchase programme? (Financial Times)
- Dividends Will Have Their Day Again (Wall Street Journal)
- 10 Best Value Stocks To Buy Now According To Seth Klarman (Insider Monkey)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- Strategists in a Major Struggle to Reach a 2021 Stock Consensus (Bloomberg)
- McLaren Sells Up to 33% Stake in Racing Unit to U.S. Investors (Bloomberg)
Be in the know. 30 key reads for Saturday…
- Walgreens CEO: We Are Ready for Immediate Vaccinations (Barron’s)
- Common Investing Mistakes of the Early 1900s and How to Fix Them (novelinvestor)
- Hedge funds look beyond Brexit risks in bet on beaten-down UK stocks (Financial Times)
- Lockdowns, Innovation, and Businesses (investoramnesia)
- Apollo circling AMC as theater chain scrambles to stay afloat: sources (New York Post)
- Pfizer Vaccine Cleared in U.S., a Landmark in Covid-19 Fight (Bloomberg)
- Oracle Moves Headquarters to Texas, Joining Valley Exodus (Bloomberg)
- New Yorkers Turn Palm Beach Into Hamptons South Fleeing Virus (Bloomberg)
- ‘Big Short’ investor Michael Burry studied Warren Buffett but realized he would never be as popular, and needed his own style (Business Insider)
- A legendary venture-capital firm bought Airbnb shares for $0.01 each in 2009 (Business Insider)
- You’re Only As Good As Your Worst Day (Farnam Street)
- One stunning Airbnb chart perfectly encapsulates the ongoing IPO-market frenzy (Business Insider)
- Walgreens may begin Covid vaccinations at nursing homes before Christmas (CNBC)
- Airlines Gear Up to Transport Vaccines That Could Revive Travel (New York Post)
- Nordstrom shares soar with one analyst group upbeat about the luxury retailer’s post-COVID prospects (MarketWatch)
- Jerry Seinfeld — A Comedy Legend’s Systems, Routines, and Methods for Success (#485) (Tim Ferriss)
- Bob Iger – Executive Chairman of The Walt Disney Company (Coffee With the Greats)
- Why Value Investing Is Like Buying a House (Yahoo! Finance)
- This Massive New Vertical Farm Can Produce 1,000 Tons of Produce a Year (Futurism)
- The Transcript 12.07.20 (theweeklytranscript)
- Distinguishing Value from Valuation (First Eagle)
- Mario Gabelli at CNBC FA Summit (10.20.2020) (Gabelli TV)
- Warren Buffett: Rare speech from Omaha Press Club 1992 (YouTube)
- NIO, Xpeng, and Li Auto Are Not the Next Tesla. Why It’s Time to Unplug From Chinese EV Stocks (Barron’s)
- It Was a Crazy Week for IPOs. Here Are 9 Things Investors Need to Know. (Barron’s)
- Stock-market uncertainty runs high headed into Fed’s final meeting of 2020 (MarketWatch)
- Cheers for International Stocks Are Getting Louder (Barron’s)
- Kraft Heinz Director Elio Leoni Sceti Bought Up Shares (Barron’s)
- 8 Ways the U.S. Can Compete with China and Build Up Middle America (Barron’s)
- How Pfizer Delivered a Covid Vaccine in Record Time: Crazy Deadlines, a Pushy CEO (Wall Street Journal)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 60
Article referenced in VideoCast above:
The Frankie Valli, “Can’t Take My Eyes Off You” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 50
Article referenced in podcast above:
The Frankie Valli, “Can’t Take My Eyes Off You” Stock Market (and Sentiment Results)…