The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In 2001, the band CAKE released their hit song, “Short Skirt, Long Jacket.”  If you replace the word “girl” for “stock market” (in the lyrics below) you’ll see the commonalities with today’s investor. Continue reading “The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)”

Be in the know. 5 key reads for Wednesday…

  1. Nothing scares Jeffrey Gundlach more than Bernie Sanders (MarketWatch)
  2. Starbucks, Lowe’s and 6 Other Consumer Stocks That Could Shine in 2020 (Barron’s)
  3. 3 Oil Stocks to Buy and 1 to Avoid in 2020, According to an Analyst (Barron’s)
  4. Iran’s Forewarned Strikes Give Trump a Path to Avert All-Out War (Bloomberg)
  5. Here’s What Could Take the Dow Up to 32,000 in 2020 (24/7 Wall Street)

Be in the know. 10 key reads for Tuesday…

  1. For India’s Battered Small Caps, Patience Is Virtue, ICICI Says (Bloomberg)
  2. US debt investors seek protection against inflation (Financial Times)
  3. Expert: These Will Be The Biggest Hedge Funds Trends Of 2020 (Benzinga)
  4. How 7-Eleven Struck Back Against an Owner Who Took a Day Off (New York Times)
  5. New cars hit the LA Auto Show (USA Today)
  6. Byron Wien makes some bold 2020 calls in his widely followed surprises list including 2 rate cuts (CNBC)
  7. Bet on these big names to use their scale to squeeze out smaller rivals, says Jefferies (MarketWatch)
  8. US trade deficit plunges to more than 3-year low (Fox Business)
  9. RBC Capital Markets Out With First Top Picks Equity List for 2020 (24/7 Wall Street)
  10. Oil tycoon Harold Hamm predicts 19% jump in U.S. oil prices within six months, ‘regardless of what happens’ in the Mideast (MarketWatch)