- Founder of world’s largest hedge fund says ‘cash is trash’ as the Dow soars to records (Yahoo! Finance)
- EXCLUSIVE: Trump promises ‘very big’ middle-class tax cut, trade deals, and health care in second term (Fox Business)
- At Davos, Kudlow touts huge wage gains among blue-collar worker (Fox Business)
- Monopoly Power and the Malfunctioning American Economy (Institutional Investor)
- Trump expects EU trade deal before November election (Financial Times)
- Americans Don’t Want to Drive Electric Cars (24/7 Wall St.)
- Trump Says Dow Would Be 10,000 Points Higher Without Fed’s ‘Big Mistake’ (MarketWatch)
- Bets on BOE Rate Cut Fall Below 50% as Factory Optimism Jumps (Bloomberg)
- Nio’s stock has soared 60% during 9-day win streak through Tuesday (MarketWatch)
- GOLDMAN SACHS: Stocks that pay huge dividends are historically cheap. Here are the 12 poised to make the biggest payouts to investors through 2021. (Business Insider)
Bank of America: Global Fund Manager Survey Results
From January 11-16, 2020 Bank of America conducted its monthly survey among 249 managers that manage ~$739B in AUM. The key takeaways were… Continue reading “Bank of America: Global Fund Manager Survey Results”
Unusual Options Activity – ViacomCBS Inc. (VIAC)
Data Source: barchart
Today some institution/fund purchased 1,293 contracts of Jan 2021 $65 strike calls (or the right to buy 129,300 shares of ViacomCBS Inc. (VIAC) at $65). The open interest was just 513 prior to this purchase. Continue reading “Unusual Options Activity – ViacomCBS Inc. (VIAC)”
Insider Buying in Cantel Medical Corp. (CMD)
Bloomberg Interview Clips from Today and Friday
Friday I had the pleasure of being interviewed by Alisa Parenti of Bloomberg News at Bloomberg Headquarters.
Today they cut up clips of the live interview and play them not only on Bloomberg Radio, but also a couple hundred iHeart and CBS stations across the country.
Locally, you can hear the reports at :26 and :56 past the hour on 1010 WINS or :25 and :55 past the hour on WCBS.
Where is money flowing today?
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 10 key reads for Tuesday…
- The Most Popular Small Caps Underperformed Last Year. They’re Perking Up in 2020. (Barron’s)
- Small Dogs Offer Incredible Dividend Yields (Barron’s)
- Asked if he wants to get off the train in the bull run, Paul Jones said, “Not really. The train has got a long, long way to go if you think about it.” (CNBC)
- The Davos Plutocrats Warm Up to Trump (New York Times)
- Liberty Global Signals U.K. Expansion With New Broadband Unit (Bloomberg)
- U.S. tech stocks ‘most crowded’ trade for bullish investors: BofA survey (Reuters)
- This Shale Giant Is Ready For A Rebound (Yahoo! Finance)
- Trump touts ‘blue collar boom’ in speech to global elite (Fox Business)
- Trump Slams Impeachment “Hoax” & Climate Change “Prophets Of Doom” During Davos Address (ZeroHedge)
- Trump’s Former Economic Chief Gary Cohn Predicts No Recession (Bloomberg)
NASDAQ (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the top 30 weighted Nasdaq stocks. I have columns for what the 2020 estimates were on 11/19/2019 today. Continue reading “NASDAQ (top 30 weights) Earnings Estimates/Revisions”