Article referenced in podcast above:
“Are you tired of winning yet?” Stock Market (and Sentiment Results)…
Unusual Options Activity – Schlumberger Limited (SLB)
Data Source: barchart
Today some institution/fund purchased 950 contracts of August $42.5 strike calls (or the right to buy 95,000 shares of Schlumberger Limited (SLB) at $42.5). The open interest was just 264 prior to this purchase. Continue reading “Unusual Options Activity – Schlumberger Limited (SLB)”
2020 Earnings Guidance moves UP!
Data Source: Factset
For the last 4 weeks I have been pounding the table that, “what no one is expecting is the possibility that earnings estimates for 2020 (S&P 500) will actually start to go UP (as the China deal is passed and CEO/CFO visibility and confidence returns)!” Continue reading “2020 Earnings Guidance moves UP!”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Be in the know. 5 key reads for Friday…
- Peak Permian Oil Output Is Closer Than You Think, Investor Says (Yahoo! Finance)
- Gap Stock Is Soaring After Company Scraps Old Navy Spinoff (Barron’s)
- TikTok Revenues Are Exploding (Barron’s)
- The U.S. Natural Gas Boom Is On Its Last Legs (Yahoo! Finance)
- Here Are the Emerging-Market Bonds to Watch If Oil Spikes Again (Barron’s)
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Be in the know. 10 key reads for Thursday…
- China says trade deal good for all, media discourages ‘nitpicking’ (Reuters)
- “Are you tired of winning yet?” Stock Market (and Sentiment Results)… (ZeroHedge)
- U.S. Energy Industry Looks for Clarity in China Trade Deal (New York Times)
- Morgan Stanley Downgrades Tesla (TSLA) to Underweight, Raises PT (Street Insider)
- Why Raymond James Top MLPs to Buy Also May Be 2020 Best Income Ideas (24/7 Wall Street)
- Morgan Stanley 4Q earnings smash Wall Street estimates as revenue jumps across the board (Business Insider)
- Intuitive Surgical CEO Cracks The Da Vinci Code Of Success For You (Investor’s Business Daily)
- 2020 Could Be the Year for Small-Caps. Buy Only the Best. (Barron’s)
- Things May Be Looking Up for Hedge Funds (Institutional Investor)
- Nobody Makes Money Like Apollo’s Ruthless Founder Leon Black (Bloomberg)
“Are you tired of winning yet?” Stock Market (and Sentiment Results)…
James Branch Cabell, “The optimist claims we live in the best of all possible worlds, and the pessimist fears this is true.”
In many of his campaign rallies, President Trump said, “you’re going to start winning so much that you’re going to beg that I can’t take it anymore!”
Well that was quite a tall order, but regardless of what side of the political spectrum you lie on, Wednesday’s “Phase 1” deal was a big win for the U.S., for China, and the rest of the world. Continue reading ““Are you tired of winning yet?” Stock Market (and Sentiment Results)…”
