- FTC Preparing Possible Antitrust Suit Against Facebook (Wall Street Journal)
- Snowflake IPO: 5 things to know about the Berkshire-backed company as it heads for record software offering (MarketWatch)
- The Fed Meeting Wraps Up Today. What to Expect. (Barron’s)
- S&P 500 Buybacks Slid 50% in the Second Quarter (Barron’s)
- Pfizer Says Its Covid Vaccine Is Just the First in a New Wave of Preventives (Barron’s)
- Air Force Shocks Defense Sector As Secret Fighter Takes Flight (Investor’s Business Daily)
- China’s Economy Picks Up Speed as Shoppers, Moviegoers Return (Wall Street Journal)
- U.S. Poverty Hit a Record Low Before the Pandemic Recession (New York Times)
- Ferrari’s Newest Portofino Model Pushes Past 600 Horsepower (Bloomberg)
- Southwest raises September load factor outlook, lowers third-quarter cash burn view (MarketWatch)
- Eventbrite says paid-ticket volume grew 17% from July to August (MarketWatch)
- Five things to watch at the Federal Reserve meeting (Financial Times)
Tom Hayes – The Claman Countdown – Fox Business Appearance – 9/15/2020
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Be in the know. 27 key reads for Tuesday…
- Wells Fargo Stock: ‘Not So Much a Question of If but When the Stock Will Work’ (Barron’s)
- JPMorgan’s Jamie Dimon Tells Analysts Reserve Releases Could Come (Barron’s)
- Scientists discover antibody that ‘neutralizes’ virus that causes coronavirus (New York Post)
- The Fed Meeting Starts Today. Here’s What Markets Are Expecting. (Barron’s)
- Global Stocks See Boost From China Retail Surprise, Wall Street Strength (Barron’s)
- House to Introduce Bipartisan Stimulus Bill (Barron’s)
- Time For Another Dirty Dozen Beaten Up Stocks That Can Pop As The Economy Improves (Barron’s)
- Barron’s Daily: Steve Cohen Finally Buys the Mets. You Can Buy the Braves. (Barron’s)
- Confused About Oracle’s Deal With TikTok? What It Could Mean. (Barron’s)
- China’s economic recovery gained speed in August (MarketWatch)
- Snowflake’s Big IPO Is Coming This Week as New Issue Market Heats Up (Barron’s)
- ‘There Is Little Money to Be Made Almost Anywhere in The World,’ Bill Gross Says (Barron’s)
- Amazon to Hire 100,000 in U.S. and Canada (Wall Street Journal)
- New Insights Into Dreams and What They Say About Us (Wall Street Journal)
- SoftBank’s Masayoshi Son Has Cash Burning a Hole in His Pocket (Wall Street Journal)
- Billionaire Steven Cohen Reaches Deal to Buy New York Mets (Wall Street Journal)
- A Spoonful of Suga Could Sweeten Japan’s Post-Abe Economy (Wall Street Journal)
- Daniel Boulud’s Next Restaurant Nods to a New York Classic (New York Times)
- New York Manufacturing Expands at Second-Fastest Pace Since 2018 (Bloomberg)
- Citigroup to Resume Job Cuts After Pausing for Pandemic (Bloomberg)
- Big Investors Are Dying to Know What Amateur Traders Are Doing (Bloomberg)
- Opinion: Here’s the big secret of how the richest Americans made their wealth (MarketWatch)
- Stock market’s 7% pullback? Get ready for more, as a 2009-style ‘stair-step’ rally continues, says Wall Street bull (MarketWatch)
- Trump Says He Wants a 4-Hour Debate Moderated by Joe Rogan (Bloomberg)
- Annie Duke – How to Decide (EP.156) CapitalAllocatorsPodcast)
- Warren Buffett names Kathryn Farmer to be 1st female CEO of major U.S. railroad (Fox Business)
- Gilead Analysts Dissect Immunomedics Deal: ‘Pricier But Bold Move Into Oncology’ (Benzinga)
September Bank of America Global Fund Manager Survey Results (Summary)
~224 Managers overseeing >$600B AUM responded to this month’s BofA survey. Continue reading “September Bank of America Global Fund Manager Survey Results (Summary)”
Tom Hayes – Cheddar TV Appearance – 9/14/2020
Cheddar TV – Thomas Hayes – Chairman of Great Hill Capital – September 14, 2020.
Where is money flowing today?
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Be in the know. 10 key reads for Monday…
- Wells Fargo upgraded to Outperform from Peer Perform at Wolfe Research (TheFly)
- Oracle Wins TikTok Bid, Beating Out Microsoft and Walmart (Barron’s)
- Boeing execs defend safety decisions on 737 MAX development (FoxBusiness)
- Investors in Japan should get set for a ‘Suga high’ (Financial Times)
- Gilead Sciences Agrees $21 Billion Takeover Of Cancer Drug Specialist Immunomedics (TheStreet)
- Why Fed Officials Are Begging for More Stimulus From Lawmakers (Wall Street Journal)
- Stocks Rallied, and Many Missed Out (Wall Street Journal)
- Here’s why markets shouldn’t overlook the Fed meeting next Wednesday (MarketWatch)
- Pfizer CEO: Coronavirus vaccine could be distributed in U.S. by end of year (MarketWatch)
- Nvidia Is Buying Arm Holdings in Largest Ever Chip Deal (Barron’s)