Hedge Fund Trade Tip (PCN) – Position Completion Notification
Be in the know. 10 key reads for Wednesday…
- Mnuchin: ‘We were about 90% of the way’ on China trade deal and there’s a ‘path to complete this’ (CNBC)
- Micron stock surges on earnings beat, improved forecast for memory-chip market (MarketWatch)
- How a potential case of stock-market ‘FOMO’ could trigger a ‘melt-up’ (MarketWatch)
- Chip stocks in broad rally after Micron beats on earnings, resumes some shipments to Huawei (MarketWatch)
- U.S. Set to Delay More China Tariffs Ahead of Trump-Xi Meeting (Bloomberg)
- The 10 Most Powerful Hedge Fund Managers This Year (Worth)
- Boeing’s 737 MAX Has Strong Support Among Airlines (Barron’s)
- Trump disses Fed Chair Jerome Powell as a no-name poser (The Week)
- What’s So Funny? The Science of Why We Laugh (Scientific American)
- Kraft Heinz CEO Looks to Ketchup for Sales Spurt (Wall Street Journal)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is money flowing today?
Unusual Options Activity – FedEx Corporation (FDX)
Today some institution/fund purchased 3,256 contracts of Aug $175 strike calls (or the right to buy 325,600 shares of FedEx Corporation (FDX) at $175). The open interest was just 575 prior to this purchase. Continue reading “Unusual Options Activity – FedEx Corporation (FDX)”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
NASDAQ (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the top 30 weighted Nasdaq stocks. I have columns for what the 2019 and 2020 estimates were: 3/14/19, 4/30/2019 and today 6/25/2019. Continue reading “NASDAQ (top 30 weights) Earnings Estimates/Revisions”
Be in the know. 10 key reads for Tuesday…
- Trump’s Feud With Federal Reserve Is Rooted in Presidential History (New York Times)
- Animal Spirits back in Biotech? AbbVie to buy Botox-maker Allergan in $63 billion deal (Reuters)
- China, U.S. trade officials talk ahead of Trump-Xi meeting (Reuters)
- Lennar’s stock surges after big profit, revenue beats (MarketWatch)
- Bristol-Myers’ Celgene Deal Can Still Be a Winner (Wall Street Journal)
- The Goldman Sachs Trump Chart That Should Scare Democrats Right Now (Barron’s)
- Micron Reports Earnings Today. Here’s What to Expect. (Barron’s)
- Trump Signs Executive Order Compelling Disclosure of Prices in Health Care (Wall Street Journal)
- Investors Are Glum, Even With Stocks at All-Time Highs (Wall Street Journal)
- U.S. Oil Exports Rising Amid Middle Eastern Turmoil (Wall Street Journal)
