- 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)”
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)”