- Congress close to reaching deal on $2 trillion coronavirus aid package (New York Post)
- Iâm Scared. Thatâs a Reason to Buy. (Wall Street Journal)
- U.S. Stimulus Talks and Lower Italy Toll Boost Global Stocks (Barron’s)
- Trump Considers Easing Social-Distancing Guidelines to Boost Economy (Wall Street Journal)
- Whatever It Takes: How the Fed Aims to Rescue the Economy (New York Times)
- Northrop Grumman Stock Should Strengthen With Rising Global Tensions (24/7 Wall Street)
- Global investor Barry Sternlicht: Trump âkind of rightâ on wanting to get US back to work soon (CNBC)
- Stocks, oil, and bitcoin surge after Fed boosts coronavirus stimulus ()
- These bank stocks could enjoy a âmajor rallyâ as Fed gives unprecedented support, says longtime analyst (MarketWatch)
- What David Tepper Needs to See Before Going âBalls to the Wallâ in the Market (Institutional Investor)
- Fed has thrown everything at coronavirus slowdown: El-Erian (Fox Business)
- Fed is now effectively the âlender of last resortâ to Main Street not just Wall Street (MarketWatch)
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 16 key reads for Monday…
- These Drugs Are Helping Our Coronavirus Patients (Wall Street Journal)
- Federal Reserve issues FOMC statement (Federal Reserve)
- Fed calls emergency meeting, announces unprecedented moves to calm corporate debt (Yahoo! Finance)
- Barron’s Picks And Pans: Big Tech Picks, Bank Stocks Large and Small And More (Yahoo! Finance)
- Danaher (DHR) Unit Cepheid Granted FDA Emergency Use Authorization for 45 Minute COVID-19 Test (Street Insider)
- One Anecdote (NY Testing Starts Tomorrow): Florida man with coronavirus says drug touted by Trump saved his life (New York Post)
- Stock futures cut losses as Fed announces limitless asset purchases to keep markets functioning (CNBC)
- Bond girl Olga Kurylenko says she has ‘completely recovered’ from coronavirus (New York Post)
- Gilead Stops Accepting Emergency Applications for Covid-19 Drug Remdesivir (Barron’s)
- Tom Hanks, Rita Wilson ‘feel better’ two weeks after first coronavirus symptoms (New York Post)
- Virus Rescue Plan Stalls When Democrats Block McConnell’s Offer (Bloomberg)
- Honeywell boosting mask production, creating hundreds of jobs (Fox Business)
- Kashkari to Congress: Err on the side of being too generous (MarketWatch)
- Dollar General to hire 50,000 employees by the end of April (MarketWatch)
- Fed will make up to $4 trillion in loans to businesses to rescue the U.S. economy, Mnuchin says (MarketWatch)
- Why It’s So Difficult to Stop the Spread of the Coronavirus (Wall Street Journal)
Be in the know. 20 key reads for Sunday…
- NY will immediately start conducting trials of an experimental COVID-19 treatment with hydroxychloroquine and Zithromax. (New York Times)
- Danaher’s Cepheid Receives FDA Emergency Use Authorization For 45-Minute Coronavirus Test (Benzinga)
- France makes ‘massive’ discovery that old medicines work against coronavirus (Fox Business)
- Will the weather help us fight the virus? (The Reformed Broker)
- Bullard said the “core aim” can be kept simple: “keep everyone, households and businesses whole through the second quarter.” (Yahoo! Finance)
- Humanity Rallies to Battle Coronavirus (Almanac Trader)
- What The 2020 Coronavirus Stimulus Checks Might Look Like (Forbes)
- Meet The Italian Engineers 3D-Printing Respirator Parts For Free To Help Keep Coronavirus Patients Alive (Forbes)
- Most second quarter GDP forecasts now range from horrible (-8%) to catastrophic (-15%) (Fortune)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- Google Now Offering Virtual Tours of Over 1,200 Iconic Museums (Maxim)
- Episode 982: How To Save The Economy Now (NPR)
- The Doctor Who Helped Defeat Smallpox Explains What’s Coming (Wired)
- Gen X Was Born for This (Medium)
- What If You Buy Stocks Too Early During a Market Crash? (A Wealth of Common Sense)
- Why I’m Building My Own Airplane (Popular Mechanics)
- Coronavirus Cases Top 316,000 As U.S. Covid-19 Cases Surge Near 27,000; Stimulus May Hit $2 Trillion Amid Coronavirus Market Crash (Investors)
- Dell Stock Is Slumping, but CEO Michael Dell Scooped Up Shares (Barron’s)
- The Worst of the Global Selloff Isn’t Here Yet, Banks and Investors Warn (Wall Street Journal)
- Coronavirus crisis: Feds should use banks to help small biz, homeowners (New York Post)
DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the DOW 30 PLUS 8 of the S&P 500 top 30 weights [that are not either included in the DOW 30 or in the top 30 weights of the Nasdaq]. Continue reading “DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions”
Utilities Earnings Estimates/Revisions
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”
Gold Miners Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Gold Miner Sector ETF (GDX) top US holdings. Continue reading “Gold Miners 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. 20 key reads for Saturday…
- Evidence over hysteria — COVID-19 (Medium)
- OPEC, U.S. Shale Producers Open Talks Amid Oil Rout (Wall Street Journal)
- Washington Needs to Act (Barron’s)
- Fed Going All In to Save Economy. Here’s What Could Come Next (Bloomberg)
- Coronavirus-Triggered Downturn Could Cost 5 Million U.S. Jobs (Wall Street Journal)
- Coronavirus Recession Looms, Its Course ‘Unrecognizable’ (New York Times)
- Doug Ramsey’s Best Case for Stocks and Other Views of the Future (Bloomberg)
- Google Coronavirus Website Launches (Bloomberg)
- Bond-Market Strains Keep Traders on Edge (Wall Street Journal)
- Country Music Legend Kenny Rogers Dies at 81 (Bloomberg)
- Big Banks Are Getting a Real-Life Stress Test (Barron’s)
- Read Our Free Coronavirus Coverage Here (Bloomberg)
- Bank stocks are ‘very cheap,’ traders say — here’s where they see signs of stabilization (CNBC)
- The Coronavirus’s $4 Trillion Hit to US Corporations (Bridgewater – Greg Jensen)
- What the Fed Could Do Next to Try to Prevent an Economic Unraveling (New York Times)
- Germany to raise €356bn in new borrowing to fight coronavirus (Financial Times)
- Wall Street takes late tumble as US shutdown widens (Financial Times)
- Warren Buffett discussed coronavirus, Coca-Cola, and past market crashes in a recent interview. Here are his 12 best quotes. (Business Insider)
- Rethinking the Coronavirus Shutdown (Wall Street Journal)
- Wells Fargo asks Fed to lift cap on growth to support customers: FT (Reuters)