Be in the know. 25 key reads for Election Day…
- Here’s How Much You Would Pay Under Biden’s and Trump’s Tax Plans (Barron’s)
- JPM Downgrades Tech Sector For The First Time In Two Years: Here’s Why (ZeroHedge)
- Dish Offers Its Services to Military’s Proposed 5G Network Project (Wall Street Journal)
- Thriving New York Times, Fox News Ponder a Post-Trump Scenario (Bloomberg)
- Charts Traders Will Be Nervously Refreshing on Election Night (Bloomberg)
- What to Watch for on Election Night (Barron’s)
- Stocks for a Biden Win, a Trump Victory — and a Divided Government (Barron’s)
- Here’s What Happens to the Stock Market After a Presidential Election (Barron’s)
- Tech Stocks Are In Trouble No Matter Who Wins the Election. Why Biden Might Be Less Bad. (Barron’s)
- In a Contested Election, Investors Should Add Gold, Small-Cap Stocks, and Cyclicals to Their Playbook. (Barron’s)
- Here’s What a Covid-19 Vaccine Could Be Worth to Pfizer Stock (Barron’s)
- Results of Pennsylvania bakery’s cookie poll that called last three elections (New York Post)
- Which Stocks Will Benefit—and Which Ones Won’t—in Different Election Scenarios (Barron’s)
- Section 230 Is Only One Piece of the Puzzle (Barron’s)
- Berkshire Hathaway Earnings Are Coming. Here’s What to Expect. (Barron’s)
- Global oil benchmark rises back above $40 a barrel on hopes OPEC+ will keep lid on production (MarketWatch)
- 10-year Treasury yield climbs above 200-day moving average on election day (MarketWatch)
- Analysis: Investors brace for another wild ride on U.S. Election Night (Reuters)
- Shanghai halts $37bn Ant Group IPO, citing ‘major issues’ (Financial Times)
- Fed will try to keep focus on economy in post-election meeting (Financial Times)
- Shell upped to overweight and BP lifted to equal-weight at Morgan Stanley (MarketWatch)
- The stock market’s ‘presidential predictor’ forecasts a Biden win — but another measure moves back in Trump’s favor (MarketWatch)
- GOP pollster says the Trump-Biden race comes down to 3 states and Biden only needs to win 1 (CNBC)
- Market bull Tom Lee lists three popular election scenarios, predicts rally in each one (CNBC)
- Factories Bounce Back as Consumers Snap Up Goods (Wall Street Journal)
Unusual Options Activity – BP p.l.c. (BP)
Data Source: barchart
Today some institution/fund purchased 4,470 contracts of April $16 strike calls (or the right to buy 447,000 shares of BP p.l.c. (BP) at $16). The open interest was 3,460 prior to this purchase. Continue reading “Unusual Options Activity – BP p.l.c. (BP)”
Tom Hayes – Quoted in Reuters article – 11/2/2020
Thanks to Medha Singh and Shivani Kumaresan for including me in their article on Reuters today. You can find it here:
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Be in the know. 20 key reads for Monday…
- Americans Have Saved an Extra $1.3 Trillion Since the Pandemic. What Will Happen to It? (Barron’s)
- Stocks to Buy if Trump Wins, According to an Expert Who Predicted the 2016 Election (Barron’s)
- ‘This Could Be the Next Jack Ma’: Where SoftBank Is Looking To Find the Next Alibaba — And Why It’s Bullish on WeWork (Institutional Investor)
- Raytheon Technologies (RTX) Sees Several Insider Buys, Including $3M Buy from CEO (Street Insider)
- Jefferies Upgrades Six Flags Entertainment (SIX) to Buy; Earnings Power Implies 50% Upside (Street Insider)
- General Electric’s Stock Price Is Stuck. Here’s What It Will Take to Get It Rising Again. (Barron’s)
- Is Boeing Stock a Buy? Here’s What Analysts Say. (Barron’s)
- 10 rules that made Warren Buffett a billionaire (Yahoo! Finance)
- A clear US election result will calm investor nerves (Financial Times)
- Painful sell-off is running out of steam, market bull Ed Yardeni says (CNBC)
- JPMorgan Readies for Post-Election Market Shift by Cutting Tech (Bloomberg)
- YTD Country Stock Market Returns (Bespoke)
- Morgan Stanley Upgrades Wynn Resorts (WYNN) to Overweight; Sees Inflection and Overblown Macau High-End Concerns (Street Insider)
- Will the US election pave the way for fresh stimulus? (Financial Times)
- The All-New Bespoke ARES S1 Project Spyder Showcases ‘Pure Emotion’ On Wheels (luxuo)
- The 8 states where the White House will be won: POLITICO’s pre-election guide (Politico)
- What the US election could mean for EM investing (Financial Times)
- Mark Cuban on the Secret of His Success (OZY)
- Warren Buffett won’t be too worried whether Trump or Biden wins the election, as he expects Americans to only grow richer in the long run (Business Insider)
- Fed Turns Attention to Asset Purchases After Spelling Out Low-Rate Pledges (Wall Street Journal)
Be in the know. 20 key reads for Sunday…
- This Rutgers Touchdown Might Be The Most Insane Play In College Football History (digg)
- Whatever the Outcome, Day Before Election Day Historically Bullish (Almanac Trader)
- Kraft Heinz Signals the Great Grocery Boom Isn’t Over (Wall Street Journal)
- How The Epoch Times Created a Giant Influence Machine (New York Times)
- The Richest Hedge Fund Managers On The 2020 Forbes 400 List (Forbes)
- 2020 Presidential Election Odds & Senate Race Predictions: 70% Of Money Bet Backs Trump Over Biden (Forbes)
- Bettors Have Wagered A Record $300 Million On Trump vs. Biden With $500 Million Expected (Forbes)
- How Netflix’s Reed Hastings Rewrote the Hollywood Script (Forbes)
- ECRI Weekly Leading Index Update (advisorperspectives)
- Jittery Wall Street banks brace for election-fueled uncertainty (New York Post)
- Boat of the Week: Meet the ‘Patriot,’ the New Lightning-Fast America’s Cup Foiling Yacht Representing the US (Robb Report)
- Exclusive: Ultra-limited McLaren Senna hits the market (JamesEdition)
- The Top 1%: The 20 Greatest New York Penthouses (JamesEdition)
- What Everyone Can Learn From the Navy SEALS About Grit and Mental Toughness (Men’s Journal)
- Wall to Wall: WH Economist on Third Quarter GDP (OANN)
- Hennessey Performance Announces 750-HP Ford Bronco With Supercharged V8 (Maxim)
- Sean Connery: James Bond actor dies aged 90 (bbc)
- A Short, Sweet History of Candy Corn (mentalfloss)
- Does the executive branch control the power of the purse? (AEI)
- The Best Movies and TV Shows Coming to Netflix, HBO, Amazon Prime, and Hulu in November (Slate)