I will be on Yahoo Finance TV with Julie Hyman and Adam Shapiro live from the studio on February 5 at 10am. Tune in if you’re free.
Be in the know. 15 key reads for Saturday…
- Tepper, Druckenmiller Say They’re ‘Riding’ Market Rally (Bloomberg)
- OPEC secretary general says oil demand has ‘upside potential’ (CNBC)
- Tesla and 25 Other Stock Picks from Barron’s Roundtable Panelists (Barron’s)
- Here’s what Elon Musk said when Jack Dorsey asked him how to fix Twitter (CNN Business)
- Netflix earnings, Trump speaks at Davos, IBM reports: 3 things to watch for on Tuesday (CNBC)
- Ex-Millennium Trader Quadruples Hedge Fund Assets to $1 Billion (Bloomberg)
- Emerging Markets Could Be Poised to Outperform U.S. Stocks for a Very Long Time (Barron’s)
- Barron’s Beat the Stock Market Last Year. Here’s How We Did It. (Barron’s)
- These Leaders and CEOs Will Be in Davos Next Week. What They Say May Move Markets. (Barron’s)
- Pharma and Biotech Aren’t Worried About Democrats’ Attacks Against Drugmakers (Barron’s)
- Oil’s Minnows Need to Start Earning Their Keep (Bloomberg)
- Intel earnings: How Intel figures in data-center recovery is key (MarketWatch)
- Can HBO Maintain its Dominance in the Streaming Wars? (Vanity Fair)
- Bob Iger — CEO and Chairman of Disney (#406) (Tim Ferriss Show)
- Value Investing Isn’t Dead Yet, Research Associates Argues (Institutional Investor)
HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 13
Article referenced in VideoCast above:
“Are you tired of winning yet?” Stock Market (and Sentiment Results)…
Podcast – Hedge Fund Tips with Tom Hayes – Episode 3
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)
