Data Source: Finviz
Tom Hayes – Quoted in Reuters article – 9/1/2020
Thanks to Medha Singh and Devik Jain for including me in their article on Reuters today. You can find it here:
Tom Hayes – One America News Network (OAN) TV Appearance – 8/31/2020
Tom Hayes – CGTN Global Business Appearance – 8/31/2020
Be in the know. 15 key reads for Tuesday…
- The Worst Is Over. Buy Bank of America and These 5 Other Stocks Now, Analysts Say. (Barron’s)
- Goldman Sachs boosts 2021 oil forecast and recommends Brent as an ‘effective’ hedge against uncertainty for investors (Business Insider)
- Why Warren Buffett’s Berkshire Hathaway Is Now Big on Japan (Barron’s)
- Opinion: New bull market in stocks could last three years and may produce another 30% in gains, veteran strategist says (MarketWatch)
- Buy Pfizer, Dump Salesforce? Exiles on Wall Street Are Worth a Look (Wall Street Journal)
- Shinzo Abe’s Unfinished Revolution Hangs in the Balance (Wall Street Journal)
- September has the worst track record for stocks but maybe not this year after August’s strong gains (CNBC)
- Trump re-election momentum could shock stock-market investors betting on Biden win, quantitative analyst says (MarketWatch)
- China’s Caixin PMI soars to near-decade high (MarketWatch)
- European manufacturing PMI records second month of improving conditions (MarketWatch)
- Snack company is in the chips as public dips into first day of trading (Fox Business)
- Tesla’s nickel quest highlights metal’s environmental burden (Financial Times)
- Buffett’s 1977 Letter Hints at Why He Likes Japan Trading Houses (Yahoo! Finance)
- Amazon gets FAA approval to deliver packages by drone (New York Post)
- Why Buffett’s bet on Japan could turn on higher inflation, weakening dollar (Reuters)
Where is money flowing today?
Be in the know. 5 key reads for Monday…
- Berkshire Buys Passive Stakes in 5 Japanese Trading Houses (Barron’s)
- FDA willing to fast track coronavirus vaccine before phase three trials end (CNBC)
- Coronavirus Has Left Banks With Lots of Cash and Little to Do With It (Wall Street Journal)
- China’s Theme Parks Ride a Boom as Tourists Have Nowhere to Go (Wall Street Journal)
- Shinzo Abe’s Unfinished Revolution Hangs in the Balance (Wall Street Journal)
Be in the know. 10 key reads for Sunday…
- FDA Expands Emergency Use of Gilead’s Remdesivir in All Covid-19 Hospitalizations (Barron’s)
- Citigroup Economic Surprise Index (Yardeni)
- Inside A Billionaire’s Fight With A Small Town Over A Tiny Vacant Lot (Forbes)
- Wall Street Week Ahead: Value bulls bang drum for cheap stock resurgence on Fed, vaccine hopes (Reuters)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- How Tom Cruise Made This Impossible Movie Stunt Possible (digg)
- Is A Major Oil Price Breakout On The Horizon? (Oil Price)
- Tiffany Reports 90% Sales Jump in China: First real sign of Pandemic Luxury Recovery (Luxuo)
- 5 of the World’s Most Exclusive Private Island Resorts (Just Luxe)
- The Most Beautiful Golf Clubhouses in the U.S. (Just Luxe)
Be in the know. 20 key reads for Saturday…
- Warren Buffett and the $300,000 Haircut (Wall Street Journal)
- Fed’s Bullard says the recession is over but rates will ‘stay low for a long time’ (CNBC)
- Activists May Focus on Energy and Health Care Next Year (Barron’s)
- Losing the extra $600 unemployment benefit may not have stopped Americans from spending money, J.P. Morgan credit card data shows (MarketWatch)
- The U.S. Housing Market Is on Fire. Two Ways to Play It. (Barron’s)
- Get Ready for a Crazy Wave of IPOs (Barron’s)
- New York City’s Offices Are Empty. How to Gamble on a Recovery. (Barron’s)
- The Secrets of Elite College Admissions (Wall Street Journal)
- Elon Musk unveils working prototype of ‘brain-implant’ device (New York Post)
- This Market Rally Has Legs, Six Strategists Say. Here’s Proof (Bloomberg)
- A Simple Recipe for Oyster-Sauce Scallops to Make at Home (Bloomberg)
- Why One Analyst Has His Eyes Set on Singapore’s Virus-Hit Small Caps (Bloomberg)
- Warren Buffett’s 90th birthday is on Sunday. Here are 5 of the legendary investor’s best birthday stories. (Business Insider)
- Opinion: The stock market is on a tear, but now comes September, the worst month of the year. However, something curious happens in presidential-election years (MarketWatch)
- Cruise operators took a deep bruising from COVID-19, but history says they will recover (MarketWatch)
- Utz, maker of Zapp’s and Boulder Canyon chips, is going public (CNN Business)
- The United States set record for daily natural gas power burn in late July (EIA)
- Yield curve steepens after Fed policy shift (Financial Times)
- The Public and Private Markets (Investor Amnesia)
- Why Bank of New York Mellon Is Worth a Second Look (Barron’s)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 45
Article referenced in VideoCast above:
The Stevie Wonder, “Faith” Stock Market (and Sentiment Results)…