1. ‘Sustainably Fracked’: Shale Producers Seek a Green Label for Their Natural Gas (Wall Street Journal)
2. Why Is Joe Rogan So Popular? (The Atlantic)
3. Fed Chair Jerome Powell says he can’t fix trade war’s damage to the economy but he’s going to try his best (Vox)
4. Meet the Countess Who Lives at the Real-Life Downton Abbey (Architectural Digest)
5. Here Are the Best Cars From Every Season of Seinfeld’s ‘Comedians in Cars Getting Coffee’ (Robb Report)
6. Retailers in the Bargain Bin (Morningstar)
7. Grace Potter Announces New Album (Rolling Stone)
8. 2Q Corporate Results: 2% Earnings Growth Expected in 2019 (The Fat Pitch)
9. ‘They Were Like Gods’ (LTCM) (Institutional Investor)
10. Liquidity is bad even by August standards, JPMorgan shows (Bloomberg)
11. Using PMI to Trade Cyclicals vs Defensives (ThinkNewfound)
12. Natural gas deliveries to U.S. LNG export facilities set a record in July (EIA)
13. The Highest-Paid Actors 2019: Dwayne Johnson, Bradley Cooper And Chris Hemsworth (Forbes)
14. Hedge Fund Investor Letters 2019 Q2 (Insider Monkey)
15. Divided G-7 Leaders Headed for Clashes at Tense French Summit (Wall Street Journal)
Unusual Options Activity – The Williams Companies, Inc. (WMB)
Today some institution/fund purchased 2,720 contracts of Oct. $24 strike calls (or the right to buy 272,000 shares of The Williams Companies, Inc. (WMB)at $24). The open interest was 1,859 prior to this purchase. Continue reading “Unusual Options Activity – The Williams Companies, Inc. (WMB)”
Insider Buying in The Mosaic Company (MOS)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Earnings still looking good, but…
This week we will use Howard Silverblatt’s EPS numbers from S&P Global. His most recent numbers (published on 8/15 – featured above) show better than expected earnings year on year for Q2 2019 [both “as reported” and “operating” earnings (see green circles)]. Continue reading “Earnings still looking good, but…”
Be in the know. 10 key reads for Friday…
1. What’s Next for Retail After a Great Week (Barron’s)
2. Powell Needs to Side With Markets at Jackson Hole (Barron’s)
3. Investors are so bearish, it’s almost time to start buying stocks again, says Bank of America (MarketWatch)
4. Trump may still unveil tax cuts before 2020 election, Kudlow says (MarketWatch)
5. 25 dividend stocks selected for value by an outperforming money manager (MarketWatch)
6. These five U.S. stocks are most vulnerable to an activist attack (MarketWatch)
7. Health Insurers Set to Expand Offerings Under the ACA (Health Insurers Set to Expand Offerings Under the ACA (Wall Street Journal)
8. ECB Minutes Back Up Signals of Broad Stimulus Package (Wall Street Journal)
9. Watch CNBC’s full interview with St. Louis Fed President James… (CNBC)
10. China Hits Back at U.S. With Tariffs on $75 Billion of Imports (Bloomberg)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Unusual Options Activity – The Goldman Sachs Group, Inc. (GS)
Today some institution/fund purchased 1,237 contracts of Jan 2020 $215 strike calls (or the right to buy 123,700 shares of The Goldman Sachs Group, Inc. (GS) at $215). The open interest was just 560 prior to this purchase. Continue reading “Unusual Options Activity – The Goldman Sachs Group, Inc. (GS)”