- The Glass Is More Than Half Full (yardeni)
- Early Covid Treatments Could Be a ‘Bridge’ to Vaccine (Bloomberg)
- Exclusive: U.S. shale producer Devon in talks to acquire peer WPX (Reuters)
- China’s industrial profits grow for fourth straight month (Reuters)
- S&P 500 October Gains Frequently Precede Presidential Incumbent Party Victories (Almanac Trader)
- Say Hello To The One-Of-One Ferrari Omologata (Forbes)
- The Pandemic Plutocrats: How Covid Is Creating New Fintech Billionaires (Forbes)
- Trump nominates Judge Amy Coney Barrett to Supreme Court (Fox Business)
- Pedro Earp on the Business of Beer (Podcast) (Bloomberg)
- Altria Group (MO) Stock Is Remarkably Cheap; Buying Opportunity For Income Investors (InsiderMonkey)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- First Drive: Why Aston Martin’s New Vantage Roadster May Be Its Most Fun Model Yet (Robb Report)
- Conor McGregor Says He Will Fight Manny Pacquiao in 2021 (Maxim)
- What’s Going On With Brexit? (CFR)
- The Invention Of Paper Money (NPR Planet Money)
- The Most Popular Halloween Candy in Each State (Mental Floss)
- Natural Gas Will Rule The US Energy Market For Decades (OilPrice)
- The Economy’s OK Without More Federal Aid, Says Fed’s James Bullard (CIO)
- Boeing Is Now a Conviction Buy, Says Goldman Sachs (CIO)
- How I Built Resilience: John Zimmer of Lyft (podcast)
Be in the know. 25 key reads for Saturday…
- Is another Executive Order coming? Presidential Spending Discretion and Congressional Controls (Duke Law)
- Dan Loeb: Q2 2020 – Invest In ‘Compounders’, But Only At An Attractive Entry Point (Acquirers Multiple)
- This Cloud Company Might Not Be as Flashy as Zoom. But Its Stock Could Have Plenty of Upside. (Barron’s)
- Fed Shot Its Own ‘Elephant Gun’ Before Buffett Got the Chance (Bloomberg)
- There Is No Size Effect: Daily Edition (AQR)
- Negativity Is Not an Investment Strategy (awealthofcommonsense)
- “more than half the racial gap in individual stock ownership has disappeared essentially overnight.” (thereformedbroker)
- The Spiral of Silence (Farnam Street)
- What Makes Great Companies Great (Novel Investor)
- Value, Margin Of Safety, & The Art Of Doing Nothing (Advisor Perspectives)
- Deal Synergies Should Lift This Southern Bank (Barron’s)
- Investors Can Trade All Kinds of Commodities–Including Water (Barron’s)
- 10 Stocks to Buy as the Health-Care Revolution Races Ahead, According to Experts (Barron’s)
- Wealthy Investors Sold U.S. Stocks as Market Roared Back From Covid-19 Lows (Barron’s)
- Trump Plans to Nominate Amy Coney Barrett to Fill Supreme Court Vacancy (Wall Street Journal)
- Novavax stock soars after start of late-stage COVID-19 vaccine trial (New York Post)
- Covid Doctors Find a Turning Point in Life-Threatening Cases (Bloomberg)
- Wall Street economists are getting fed up with the government’s inability to agree upon more stimulus (Business Insider)
- US can stage ‘full recovery’ by end of 2020 with blockbuster 4th quarter, St. Louis Fed president says (Business Insider)
- Wall Street’s biggest 5 stocks by value are on track for their worst month ever (MarketWatch)
- U.S. Durable-Goods Orders Rise for Fourth Straight Month (Wall Street Journal)
- Contrarian Money Manager Didn’t Always Bet Against Crowd (Wall Street Journal)
- The Business and Pleasure of Dining Out (Wall Street Journal)
- Bosch pushes into Covid-19 market with rapid test (Financial Times)
- Anthony Hopkins: ‘Act as if it is impossible to fail’ (Financial Times)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 49
Article referenced in VideoCast above:
The Cobra Kai “Sweep The Leg” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 39
Article referenced in podcast above:
The Cobra Kai “Sweep The Leg” Stock Market (and Sentiment Results)…
Unusual Options Activity – Cisco Systems, Inc. (CSCO)
Data Source: barchart
Today some institution/fund purchased 5,823 contracts of April $41 strike calls (or the right to buy 582,300 shares of Cisco Systems, Inc. (CSCO) at $39). The open interest was just 425 prior to this purchase. Continue reading “Unusual Options Activity – Cisco Systems, Inc. (CSCO)”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Quote of the Day…
Tom Hayes – Quoted in Bloomberg article – 9/25/2020
Thanks to Ruth Carson and Masaki Kondo for including me in their article on Bloomberg today. You can find it here:
Be in the know. 15 key reads for Friday…
- Patience on Wells Fargo Stock Will Pay Off, Analyst Says (Barron’s)
- America’s Pensions Have Been Shunning Stocks at Their Own Peril (Wall Street Journal)
- Why Bank Stocks Offer Value for Long-Term Investors (Barron’s)
- All the Covid-19 Vaccine Candidates That Are Now in Final Trials (Barron’s)
- Wall Street Slowly Getting on Board With Boeing (Barron’s)
- Initial Jobless Claims Edge Up, but Continuing Claims Appear to Be Easing (Barron’s)
- Pace of New Home Sales Tops 1 Million for First Time in 14 Years (Barron’s)
- Trump to sign executive orders to protect preexisting conditions, seek end to surprise medical bills (CNBC)
- Goldman Sachs says jet fuel demand will accelerate in 2021, driven by availability of a COVID-19 vaccine by the second-quarter (Business Insider)
- Roadside Hotels Are Resting Relatively Easy During the Pandemic (Wall Street Journal)
- United Wholesale Mortgage CEO Talks IPO Plans, Lending Technology And Brokers (Benzinga)
- Casino Analyst: Latest Chinese Economic Data Bullish For Macau (Benzinga)
- Ant Group IPO: Five things to know about the Alibaba affiliate aiming for the largest offering in history (MarketWatch)
- Investors pull $25.8 billion from U.S. equity funds: BofA (Reuters)
- U.S. Stocks See Third-Biggest Outflow Ever (Bloomberg)