Where is money flowing today?
Bloomberg Interview Clips from Today and Yesterday
Yesterday I had the pleasure of being interviewed by Alisa Parenti of Bloomberg News for about 10-15 minutes.
They then cut up clips of the phone interview and play them not only on Bloomberg Radio, but also a couple hundred iHeart and CBS stations across the country.
Locally, you can hear the reports at :26 and :56 past the hour on 1010 WINS or :25 and :55 past the hour on WCBS today.
Be in the know. 12 key reads for Tuesday…
- Oil Companies Are Finally Pumping Out Cash. That’s Good News for Their Stocks. (Barron’s)
- Buy Occidental Petroleum Stock, Morgan Stanley Says. Its Dividend Is ‘Best-In-Class.’ (Barron’s)
- JPMorgan posts record profit in strong start to US earnings season (Financial Times)
- Citigroup earnings beat expectations on 49% fixed-income trading surge (CNBC)
- For Howard Marks, Investing Is Like a Game (Institutional Investor)
- Hedge fund puts $550m into technology stock option financing (Financial Times)
- EXCLUSIVE: JPMorgan CEO Jamie Dimon praises ‘phase one’ US-China trade deal (Fox Business)
- 2 GM engineers arrested after 100-mph Kentucky joyride in new Corvettes (USA Today)
- Big Commitments for China Energy/Ag Buys in Phase 1 Trade Deal (Reuters)
- Worry over ‘Japanification’ of the economy is overblown (Barron’s)
- Warren Buffett Should Buy FedEx. It’s Cheap and Elephant-Sized. (Barron’s)
- Xi Strikes Optimistic Tone After Riding Out Trade War With Trump (Bloomberg)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Quote of the Day…
Be in the know. 12 key reads for Monday…
- Stocks Continue to Rise. How Much Is Due to the ‘January Effect?’ (Barron’s)
- Trump administration nears decision on LNG shipping by train (Financial Times)
- Goldman Sachs says Europe’s stocks have a huge ‘cushion’ not seen since the financial crisis (Business Insider)
- Commodities may not stay cheap forever (Financial Times)
- History will repeat itself when it comes to stocks in 2020, Goldman Sachs says (MarketWatch)
- Biotech Stocks Could Soar In 2020 On CRISPR Gene Editing And Precision Medicine (Investor’s Business Daily)
- Time to Buy Long-Dated TIPS, Says Bank of America (MarketWatch)
- Stock Picker Who Pummeled The Market By 76% Reveals His 2020 Bets (Investor’s Business Daily)
- China’s yuan rallies, yen slides ahead of U.S. trade deal (Street Insider)
- Photos of Yelp’s top 100 places to eat in 2020 (USA Today)
- U.S.-China phase one trade deal: 7 things you need to know (FoxBusiness)
- Barron’s Picks And Pans: Apple, Bank of America, Lockheed Martin And More (Yahoo! Finance)
DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the DOW 30 PLUS 8 of the S&P 500 top 30 weights [that are not either included in the DOW 30 or in the top 30 weights of the Nasdaq]. Continue reading “DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions”
Be in the know. 20 key reads for Sunday…
- January Expiration Week: Mixed Bag Last 21 Years (Almanac Trader)
- The Man Who’s Spending $1 Billion to Own Every Pop Song (Medium)
- U.S., China agree to have semi-annual talks aimed a reforms, resolving disputes: WSJ (Reuters)
- Hedge Fund and Insider Trading News: Chase Coleman, Ray Dalio, Daniel Loeb, Ken Griffin, Salesforce.com, Inc. (CRM), Goldman Sachs Group Inc (GS), and More (Insider Monkey)
- Where’s Your Flying Car? Hyundai and Uber Say They’re Working on It (New York Times)
- The 8 Most Beautiful Castle Gardens in Europe (Architectural Digest)
- Bloomberg Spent $200 Million and Isn’t on Track to Score a Single Delegate (The Daily Beast)
- Nashville Goaltender Pekka Rinne Scores NHL’s First Goalie Goal In Six Years (digg)
- avatar-inspired mercedes-benz VISION AVTR concept car lands at CES 2020 (designboom)
- Matthew Benkendorf on Managing Equities (Podcast) (Bloomberg)
- The 1970 Plymouth Superbird Won 18 NASCAR Races. Now You Can Buy a Street-Legal Version of Your Own. (Robb Report)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- This Custom 1970 Dodge Challenger Has 2,500 Horsepower Under the Hood (Maxim)
- Will Northrop Grumman Stock Be a Top Performer Again in 2020? (24/7 Wall St.)
- Trump called Iran’s bluff. And he won. (Washington Post)
- The St. Louis Blues Are Finding New Ways To Beat The Odds (FiveThirtyEight)
- The new tools of monetary policy (Ben Bernanke)
- Issues 2020: A Fracking Ban Would Trigger Global Recession (Manhattan Institute)
- What It’s Like to Be an Investor in Iran’s Market Now (Podcast) (Bloomberg)
- How I Built This with Guy Raz Dell Computers: Michael Dell (Apple)