The June survey covered 206 fund managers with $640 billion under management.
Continue reading “June 2024 Bank of America Global Fund Manager Survey Results (Summary)”
Where is money flowing today?
Quote of the Day…
Tom Hayes – Yahoo! Finance Appearance – 6/17/2024
Yahoo! Finance Appearance – Thomas Hayes – Chairman of Great Hill Capital – June 17, 2024
Be in the know. 18 key reads for Monday…
- China May retail sales beat expectations (cnbc)
- Goldman ups S&P 500 target for a third time — and says 6,300 is possible (marketwatch)
- A Big Bond Rally Is Promising Some Help for Home Buyers(wsj)
- The Dow Has Been a Dog. Markets Won’t Throw It a Bone. (barrons)
- Investors Fear Long Stretch of Calm in Markets Can’t Last (wsj)
- If Ray Kurzweil Is Right (Again), You’ll Meet His Immortal Soul in the Cloud (wired)
- Review: McLaren Artura Spider Hybrid (wired)
- These Are the Best AI Music Generators You Can Use Right Now (gizmodo)
- Bryson DeChambeau wins another U.S. Open with a clutch finish to deny Rory McIlroy (npr)
- Bryson DeChambeau fixed his swing with this state-of-the-art tech (golf)
- The Bizarre Scientific Experiment That Helped Bryson DeChambeau Win the U.S. Open (wsj)
- Taobao and Tmall Upgrades Consumer Shopping Experience and Merchant Support Through AI (alizila)
- How the US Mopped Up a Third of Global Capital Flows Since Covid (bloomberg)
- Bill Gates Says He’s Ready to Put Billions Into Nuclear Power (bloomberg)
- China Home-Price Slump Accelerates Despite More Stimulus (bloomberg)
- China Leaves Key Rate Unchanged on Currency Pressure, Liquidity (bloomberg)
- Activist Starboard amasses Autodesk stake (cnbc)
- The Dial-Toning of AI (wsj)
Indicator of the Day (video): NYSE Hayes High Low Weekly Index
Quote of the Day…
Be in the know. 10 key reads for Sunday…
- Ant Group poured nearly $3 billion into technology research in 2023, including AI (technode)
- Bank of Japan to trim bond buying, keeps rates steady (reuters)
- Why Investors Don’t Believe the Fed (nytimes)
- The Business of Being Lorne Michaels (nytimes)
- What does Peltz want from Rentokil? (ft)
- The Big AI Question: Are You Ready to Pay for It? (wsj)
- The World’s Highest-Paid Golfers 2024 (forbes)
- From Pro Surfing Lessons to Golfing in Paradise: 7 Unforgettable Experiences Straight From The Vault by Robb Report (robbreport)
- Ferrari Is Removing Built-In Nav Because Who Even Uses That (thedrive)
- These stock sectors have fallen so much they now look attractive, analyst says (marketwatch)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 243
Article referenced in VideoCast above:
What I’m Thinking About Now – Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 243
Article referenced in podcast above:
What I’m Thinking About Now – Stock Market (and Sentiment Results)…