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)”
Where is money flowing today?
Be in the know. 10 key reads for Wednesday…
- 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.
