In the spreadsheet above I have tracked the earnings estimates for the Utilities Sector ETF (XLU) top weighted stocks. Continue reading “Utilities Earnings Estimates/Revisions”
Real Estate Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Real Estate (REIT) Sector ETF (IYR) top 30 weighted stocks. Continue reading “Real Estate Earnings Estimates/Revisions”
Be in the know. 10 key reads for Memorial Day…
- James Bond’s Car Comes to Life With Oil-Slick Sprayer, but No Ejector Seat (New York Times)
- NYSE’s Floor to Reopen With Masks, Waivers and Handshake Ban Wall Street Journal)
- Cyclical Stocks Are Staging Comeback (Wall Street Journal)
- The Secret to Searing a Bistro-Quality Steak (Wall Street Journal)
- As Passengers Disappeared, Airlines Filled Planes With Cargo (New York Times)
- Global Oil Demand Has Yet to Peak, Energy Watchdog Predicts (Bloomberg)
- Germany’s Ifo Index rises above forecasts in May (MarketWatch)
- Covid-19 Patients Not Infectious After 11 Days: Singapore Study (Bloomberg)
- China warns audit plans will drive companies from US exchanges (Financial Times)
- ‘Never waste a crisis’: inside Saudi Arabia’s shopping spree (Financial Times)
Be in the know. 10 key reads for Sunday…
- Election-Year June: Candidate Clarity Boosts Performance (Almanac Trader)
- Disneyland to feature ‘modified’ experience for guests upon reopening amid pandemic (OAN)
- Triumph Celebrates James Bond With Special Edition Scrambler 1200 (Maxim)
- Southeastern: The Exceptional Opportunity in Small-Cap Value (Advisor Perspectives)
- Stocks Are Up But The Economy’s Down (NPR Planet Money)
- The Coronavirus Vaccine Is on Track to Be the Fastest Ever Developed (The New Yorker)
- Gut Microbes May Be Key to Solving Food Allergies (Scientific American)
- The Billionaire, an African Mine and a Spy Network (Bloomberg)
- The Sprint to Raise a $1.75 Billion Credit Fund During a ‘Maelstrom’ (InstitutionalInvestor)
- The top 9 shows on Netflix and other streaming services this week (BusinessInsider)
Be in the know. 25 key reads for Saturday…
- Fauci warns overextending coronavirus lockdowns could cause ‘irreparable damage’ (New York Post)
- Two Stocks Nelson Peltz May Be Buying Now (Barron’s)
- China stands by pledge to implement US trade deal despite tensions (New York Post)
- ‘My Head Is About to Explode’: Virus Jargon Is Schooling Traders (Bloomberg)
- Scientists Say That Yes, You Can Have Fun This Summer. Just Do It Outside (Bloomberg)
- Alibaba sees China retail volume growing near pre-pandemic level (MarketWatch)
- China’s Hard Line on Hong Kong Could Mean Big Changes for Investors (Barron’s)
- Lockdowns Are Costing Us. It’s Time to Be Smart. (Barron’s)
- Clorox and Netflix Shares Have Prospered in the Pandemic. But the Risk Is Rising. (Barron’s)
- Hospitals Are Rationing Remdesivir (Wall Street Journal)
- Nevada Aims to Reopen Casinos June 4 (Wall Street Journal)
- U.S. Rig Count Collapse Continues Despite Soaring Oil Prices (OilPrice)
- Cooped-up Americans race to book vacations in reopened states (Financial Times)
- The fall and rise of Pierre Andurand, oil’s comeback kid (Financial Times)
- Spain’s Soccer League to Resume June 8 After Halt for Virus (Bloomberg)
- Why Delisting Chinese Firms Has Gained Traction in Washington (Bloomberg)
- Why the U.S. Has Shunned Negative Interest Rates (Bloomberg)
- ‘Big Short’ investor Michael Burry added these 5 new stocks to his portfolio in the first quarter (Business Insider)
- Trump administration warms up to sending out more virus relief money (CNBC)
- NHL Players’ Association approves going forward with 24-team playoff talks (CNBC)
- Gilead’s remdesivir improves time to recovery for COVID-19 patients in peer-reviewed results, NIAID says (MarketWatch)
- Kevin Hart — Life Lessons from a Comedic Powerhouse (#435) (Tim Ferriss)
- Three things you can’t do in this world (The Reformed Broker)
- Bill Miller’s Takeaways From Recent Market Volatility (YouTube)
- Dazed and Confused (CompoundAdvisors)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 31
Article referenced in podcast above:
The Grace Potter “Falling or Flying” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 21
Article referenced in podcast above:
The Grace Potter “Falling or Flying” Stock Market (and Sentiment Results)…
Tom Hayes – The Claman Countdown – Fox Business Appearance – 5/22/2020
Where is money flowing today?
Be in the know. 20 key reads for Friday…
- Disney Eyes Key Step To Reopen Florida Parks As Rival Gets OK (Investor’s Business Daily)
- Deere Crushed Earnings Estimates. Its Stock Is Flying. (Barron’s)
- Scoring tickets to NYC drive-in movies is now a competitive sport (New York Post)
- Americans use their stimulus checks to splurge at Walmart, Target and Best Buy (New York Post)
- Rise of S.U.V.s: Leaving Cars in Their Dust, With No Signs of Slowing (New York Times)
- U.S.-China tensions are flaring on a new front: the financial markets (CNBC)
- Why one strategist says these hard-hit stocks will rebound — even if there’s a second wave to the pandemic (MarketWatch)
- States reopen after coronavirus lockdowns: More beaches, casinos open ahead of Memorial Day holiday weekend (MarketWatch)
- Opinion: As the economy reopens, these three indicators will show the strength of the recovery (MarketWatch)
- A Few Big Stocks Are Driving Market Gains. That’s an Opportunity. (Barron’s)
- Western Digital Stock Has Fallen Far Enough. ‘Risks Are to the Upside.’ (Barron’s)
- Why one analyst thinks now is the time to buy cruise stocks (Yahoo! Finance)
- 10 Forces Driving the Stock Market Gains and the Economic Recovery (24/7 Wall Street)
- Elon Musk Is the Hero America Deserves (Bloomberg)
- China vows to push ahead with ‘phase one’ US trade deal amid renewed tensions (CNBC)
- BANK OF AMERICA: Stocks haven’t been this attractive relative to bonds in 70 years, suggesting further gains are coming (Business Insider)
- Fauci Calls Moderna’s Coronavirus Vaccine Candidate ‘Quite Promising’ (Benzinga)
- Royal Caribbean hopes to resume cruises as soon as August, but the CEO says only if it’s safe (CNBC)
- Michael Burry Could Profit on Selloff Bets (Yahoo! Finance)
- China promises more spending to help revive economy, won’t set growth target (MarketWatch)