I will be on Yahoo Finance TV with Jennifer Rogers and Myles Udland live from the studio on Monday, January 27 at 3:20pm.
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Be in the know. 12 key reads for Friday…
- Tiger Cubs, the Next Generation: Meet Chase Coleman’s Proteges (Bloomberg)
- 3 Pieces to the 2020 Earnings Puzzle (and Sentiment Results) (Zero Hedge)
- Adding a Chronograph Makes This Already-Great Watch Even Better (Bloomberg)
- Exclusive: U.S. pushing India to buy $5-6 billion more farm goods to seal trade deal – sources (Reuters)
- European stocks climb as economic data fuels growth hopes (Reuters)
- 3 Oil and Gas Equipment Stocks in Possible New Uptrend (Investopedia)
- Legendary investor Bill Miller scored 120% returns though he did ‘nothing’ in the last months of 2019 (Business Insider)
- Trump is studying ‘numerous’ middle-class tax cut plans ahead of election, White House says (Business Insider)
- If You Missed Out on Tesla, Consider This Chinese Car Maker (Barron’s)
- Vietnam’s Economy Is Booming. Just Don’t Expect to Find Its Stocks In Your Emerging Markets Fund. (Barron’s)
- Help! I’m Trapped Inside TikTok and I Can’t Get Out (Wall Street Journal)
- Activist Investors and the Art of the Deal (Wall Street Journal)
Where is money flowing today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 12 key reads for Thursday…
- Boeing’s Latest Setback Could Have a Silver Lining (Wall Street Journal)
- 4 Tech Stocks With Big Dividends (Barron’s)
- IBM’s Turn Might Stick (Wall Street Journal)
- Bulletproof 1928 Caddy once owned by Al Capone up for sale for big bucks (Fox Business)
- The new kings of the bond market (Financial Times)
- White House has started work on second round of tax cuts to boost growth, Mnuchin says (CNBC)
- Greta Thunberg isn’t qualified to lecture the US on climate change, Treasury Secretary Steven Mnuchin says (Business Insider)
- ECB launches review that will redefine its mission and tools (Reuters)
- Secretive Startup Promises Satellite Internet for the Masses (Bloomberg)
- One value strategy now favors commodity sector over techs (MarketWatch)
- Pound Forecasters Tune Out BOE Cut Calls to Sound Upbeat (Bloomberg)
- Brexit Divorce Deal Clears U.K. Parliament (Wall Street Journal)
3 Pieces to the 2020 Earnings Puzzle (and Sentiment Results)
Right now we are trading at 18.6x 2020 EPS for the S&P 500.
Continue reading “3 Pieces to the 2020 Earnings Puzzle (and Sentiment Results)”