Tom Hayes – Quoted in Dow Jones Newswire/Wall Street Journal – 5/17/2020
Be in the know. 20 key reads for Sunday…
- 5 COVID-19 Casualty Stocks to Buy With Big-Time Upside Potential (24/7 Wall Street)
- Retest Possible, But Bottom Likely In as Jobless Claims Trend Lower (Almanac Trader)
- Oil Futures Pricing in Tighter Supplies (Futures Mag)
- Hedge Fund and Insider Trading News: Barry Rosenstein, Jim Simons, Marshall Wace LLP, Selwood Asset Management, Pantera Capital, Vivint Smart Home Inc (VVNT), Penn National Gaming, Inc (PENN), and More (InsiderMonkey)
- Space Force unveils flag; Trump touts ‘super-duper missile’ (AP)
- President Trump unveils new vaccine effort ‘Operation Warp Speed’ (OANN)
- This Art Installation Of A Giant Wave In South Korea Is Honestly Pretty Chill (digg)
- Saudi wealth fund boosts U.S. holdings with stakes in Citi, Boeing, Facebook (OANN)
- Brabham Automotive Unleashes BT62 Race Car (Maxim)
- Seth Klarman: Top 10 Holdings (Q1 2020) (The Acquirers Multiple)
- Rethinking Fear (Farnam Street)
- 2020 Ferrari F8 Tributo review: Somehow, it got better (cnet)
- A Strategy for Reopening New York City’s Economy (Manhattan Institute)
- Reopening Sports: Does MMA Point The Way? (NPR Planet Money)
- Young Bulls and Old Bears (The Irrelevant Investor)
- Major tax benefits for Tesla if Elon Musk moves production from California (Fox Business)
- Maximilian Schneider Designs a 21st Century Batmobile Dubbed The Koenigsegg Konigsei Concept (Luxuo)
- Your Ultimate Grill Buying Guide—Tested and Approved (Popular Mechanics)
- “Poison Pills” Make Comeback at Hollywood Firms Bracing for Hostile Takeovers (Hollywood Reporter)
- Stock Market Keeping Score in the Three-Front War Against the Virus (Yardeni)
Be in the know. 25 key reads for Saturday…
- Newly Flush PNC Could Kick Off the Next Round of Bank M&A (Barron’s)
- Oil Market Dazzled With a Swift Delivery of Supply Cuts (Bloomberg)
- Slash tax rate in half for corporations returning to US, White House adviser suggests (New York Post)
- McConnell says next stimulus must have coronavirus liability protections (New York Post)
- Appaloosa buys Twitter, Netflix stakes, exits Caesars, cuts Facebook position (TheFly)
- TSA Preparing to Check Passenger Temperatures at Airports Amid Coronavirus Concerns (Wall Street Journal)
- Wells Fargo Has Lost $220 Billion in Market Value Under Fed Cap (Bloomberg)
- Inside the Science and Companies Racing to Develop a Covid-19 Vaccine (Barron’s)
- John Malone Has a Great Investing Record. Here’s How to Play Along. (Barron’s)
- How Investors Should Evaluate Energy Bonds — And the Funds That Own Them (Barron’s)
- This Economist Sees a ‘Regime Change’ Favoring Stockpickers (Barron’s)
- Assessing the stock market after one of the fastest declines and subsequent comebacks in history (CNBC)
- On Furlough From the Kingdom, Disney Workers Try to Keep the Magic Alive (Wall Street Journal)
- Michael Jordan Didn’t Manage People, He Lit Them on Fire (Wall Street Journal)
- Car Makers See Chinese Market Picking Up (Wall Street Journal)
- Bill Murray drinks, jokes with Guy Fieri on Nacho Showdown: ‘Truth is, he’s a redhead’ (USA Today)
- Google Antitrust Lawsuit Being Drafted by U.S Justice Department (Bloomberg)
- Next coronavirus aid package expected to become reality ‘in June at the earliest,’ as House passes its bill (MarketWatch)
- Is this the pullback you’ve been waiting for? (QuantifiableEdges)
- JPMorgan Bets on a Dash for the Suburbs (Institutional Investor)
- What Happens to Stocks After a Big Up Month? (A Wealth of Common Sense)
- Bill Miller doesn’t see market as ‘dramatically overvalued,’ says Amazon could double in 3 years (CNBC)
- Loeb’s Third Point Builds Stake in Disney, Exits Campbell Soup (Bloomberg)
- Saudi wealth fund snaps up $7.7bn of blue-chip stocks (Financial Times)
- How bank hedging jolted investors into talk of negative rates (Financial Times)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 30
Article referenced in podcast above:
The Thomas Rhett “Beer Can’t Fix” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 20
Article referenced in podcast above:
The Thomas Rhett “Beer Can’t Fix” Stock Market (and Sentiment Results)…