- Risks Remain, but PG&E Looks Undervalued After Exiting Bankruptcy. Here’s Why. (Barron’s)
- Here Are 32 Million Reasons Congress Must Extend Enhanced Jobless Benefits (Barron’s)
- Why the Phase-One China Deal May Be Keeping the Relationship Afloat (Barron’s)
- Home-Builder Stocks Are Climbing Because the Housing Market Is Red Hot (Barron’s)
- Airline Stocks Had a Terrible Quarter. Analysts Look at What’s Next for the Stocks. (Barron’s)
- CDC Issues Virus Guidelines for Reopening Schools (Wall Street Journal)
- The worst of Europe’s coronavirus recession appears to be over, according to a set of widely-watched business surveys. (Business Insider)
- On Folklore, Taylor Swift Proves That She Can Still Surprise Us After All These Years (Vanity Fair)
- Charlie Munger on Mental Tricks and Overcoming Stupidity (Novel Investor)
- Second Stimulus Check Confirmed In GOP Proposal, But Not $1,200 Amount Or $75,000 Income Cap (Forbes)
- ECRI Weekly Leading Index Update (advisorperspectives)
- First Ride: Why the Ducati Superleggera V4 Is the World’s Finest Superbike (Robb Report)
- 4 Fantastic Supercars That Debuted During the Pandemic (Maxim)
Be in the know. 10 key reads for Friday…
- Warren Buffett’s Latest Stock Buy Adds To Bet On Main Street Economic Recovery (Investor’s Business Daily)
- Hot Tech Stocks Show Signs of Cooling. Apple Could Be Next. (Barron’s)
- PulteGroup Earnings Show a Spike in New-Home Demand (Barron’s)
- Second Stimulus Payment Could Deliver Cash Even Faster (Wall Street Journal)
- Energy’s Winning Wagers: Against Natural-Gas Prices, for Natural-Gas Producers (Wall Street Journal)
- Here’s How Congress Might Replace the Extra $600 Weekly Jobless Benefit (New York Times)
- China Orders U.S. to Close Chengdu Consulate in Retaliation Move (Bloomberg)
- Fed’s Main Street lending inches up as balance sheet holds above $7 trillion (Street Insider)
- Goldman Sachs Sees 7 Oil and Gas Stocks With Conviction Buy Ratings Having Major Upside (24/7 Wall Street)
- Euro zone businesses bounce back in July as lockdowns loosen (Reuters)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 40
Article referenced in VideoCast above:
The Old Dominion, “One Man Band” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 30
Article referenced in podcast above:
The Old Dominion, “One Man Band” Stock Market (and Sentiment Results)…
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Tom Hayes – Cheddar TV Appearance – 7/23/2020
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Where is money flowing today?
Be in the know. 10 key reads for Thursday…
- Warren Buffett just plowed $800 million into Bank of America, boosting his stake to over 11% (Business Insider)
- Stock-market timing guru Tom Demark says S&P 500 will see 3,500 before peaking (MarketWatch)
- Here’s how — and when — the major U.S. sports leagues are returning during the pandemic (MarketWatch)
- Pfizer Will Charge the U.S. $19.50 a Dose for Its Covid-19 Vaccine (Barron’s)
- Record-Low Mortgage Rates Fuel a Jump in Home Sales (Wall Street Journal)
- A ‘fast and violent’ rally awaits in cyclical stocks, and it won’t take a vaccine to cause it, one strategist says (MarketWatch)
- The U.S. Dollar’s Overwhelming Role in a Crisis (Wall Street Journal)
- PulteGroup (PHM) Tops Q2 EPS by 28c, Revenues Beat (StreetInsider)
- Senate GOP, White House reach tentative $1 trillion pact to break coronavirus aid logjam (CNBC)
- U.S. Existing-Home Sales Rose 20.7% in June (Wall Street Journal)