Be in the know. 9 key reads for Thursday…
- Daniel Kahneman: Putting Your Intuition on Ice (Farnam Street)
- Netflix Stock Rallies as Earnings Soar Past Guidance (Barron’s)
- Britain, European Union reach new Brexit deal (New York Post)
- FCC approves T-Mobile-Sprint merger (USA Today)
- Morgan Stanley shares surge after bank beats expectations on trading, advisory results (CNBC)
- 10 Stock Picks Using Bernstein’s Quant-Aided Analysis (Barron’s)
- UAW Reaches Tentative Labor Deal With GM (Wall Street Journal)
- China says it hopes to reach phased trade pact with U.S. as soon as possible (Street Insider)
- The Taylor Swift, “Shake It Off” Market…(AAII Sentiment Survey) (Hedge Fund Tips)
The Taylor Swift, “Shake It Off” Market…(AAII Sentiment Survey)
On Monday, my wife waited on the special mobile queue to score 4 tickets for Taylor Swift’s concert in Massachusetts this August. She finally got through many hours later and was elated for us to pay more than the cost of my first car for each of the four tickets! But, our 5 & 7 year old daughters will never forget it, so why not? And, we’ll catch a Yankees v. Red Socks game at Fenway Park – so everyone wins (even though I’m a Mets fan)… Continue reading “The Taylor Swift, “Shake It Off” Market…(AAII Sentiment Survey)”
Unusual Options Activity – Gilead Sciences, Inc. (GILD)
Data Source: barchart
Today some institution/fund purchased 500 contracts of Jan 2021 $77.5 strike calls (or the right to buy 50,000 shares of Gilead Sciences, Inc. (GILD) at $77.5). The open interest was just 353 prior to this purchase. Continue reading “Unusual Options Activity – Gilead Sciences, Inc. (GILD)”
Where is money flowing today?
Transports Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Transportation Sector ETF (IYT) holdings. Continue reading “Transports Earnings Estimates/Revisions”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 10 key reads for Wednesday…
- Value Finally Trumps Fear for Health Stocks (Wall Street Journal)
- Bank of America Joins the Earnings Party. Strong Profits Push Up the Stock. (Barron’s)
- Hedge Fund and Insider Trading News: Ken Fisher, D.E. Shaw, Dalton Investments, Safehold Inc (SAFE), ResMed Inc. (RMD), and More (Insider Monkey)
- Jefferies Very Positive on 4 Top Internet Stocks in Front of Q3 Results (24/7 Wall Street)
- British Tech Firms Bought Up by Foreign Buyers After the Vote to Leave (Bloomberg)
- How Former Hollywood Mogul Barry Diller Built A $4.2 Billion Tech Fortune Out Of Underdog Assets (Forbes)
- Leon Cooperman says there is ‘one more leg’ higher for the bull market before it ends (CNBC)
- Long-Term Inflation Expectations Hit Record Low: N.Y. Fed (Wall Street Journal)
- Mall Short Seller Shuts Down Before the Malls He Bet Against (Wall Street Journal)
- Bullard Sees Trade Turmoil as ‘Pandora’s Box’ Risk to Economy (Bloomberg)
Unusual Options Activity – ConocoPhillips (COP)
Data Source: barchart
Today some institution/fund purchased 1,307 contracts of May $52.5 strike calls (or the right to buy 130,700 shares of ConocoPhillips (COP) at $52.50). The open interest was just 283 prior to this purchase. Continue reading “Unusual Options Activity – ConocoPhillips (COP)”
