- U.S. Weighs Currency Pact With China as Part of Partial Deal (Bloomberg)
- Fed’s Kaplan has ‘open mind’ on rate cuts, watching U.S. yield curve (Reuters)
- Hedge Fund and Insider Trading News: Boaz Weinstein, Eddie Lampert, Ray Dalio, AQR Capital Management, Monolithic Power Systems, Inc. (MPWR), Catalent Inc (CTLT), and More (Insider Monkey)
- No Inflation: US consumer prices were unchanged in September, the weakest reading since January (CNBC)
- How people vote in 2020 will come down to the economy (New York Post)
- The Fed chose ‘ounce of prevention’ with rate cut. Expect more. (Barron’s)
- Fed Officials Voice Concern About Slowdown’s Effect on Hiring (New York Times)
- Stock Traders Pay Biggest Premium to Shun Volatility in 41 Years (Bloomberg)
- From summer janitor to CEO of Disney: What fueled Bob Iger’s rise to the top (CNBC)
- Frank & Jerome (The Chairmen) agree: The Best is Yet to Come (AAII Sentiment Results) (Hedge Fund Tips)
Frank & Jerome (The Chairmen) agree: The Best is Yet to Come (AAII Sentiment Results)
Ol’ blue eyes recorded the song “The Best is Yet to Come” in 1964. What is interesting about both the song and the year – is that the expansion had been going for 11 years at that point (from 1953). How much further could it run? Continue reading “Frank & Jerome (The Chairmen) agree: The Best is Yet to Come (AAII Sentiment Results)”
Unusual Options Activity – 3M Company (MMM)
Today some institution/fund purchased 1,105 contracts of January $160 strike calls (or the right to buy 110,500 shares of 3M Company (MMM) at $160). The open interest was 655 prior to this purchase. Continue reading “Unusual Options Activity – 3M Company (MMM)”
Insider Buying in Amazon.com, Inc. (AMZN)
Where is money flowing today?
Technology Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Technology Sector ETF (XLK) top 30 weighted stocks. Continue reading “Technology Earnings Estimates/Revisions”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 8 key reads for Wednesday…
- Fox Stock Has Sold Off Since the Disney Deal. How It Can Bounce Back. (Barron’s)
- Hedge Fund and Insider Trading News: David Tepper, Joel Greenblatt, Seth Klarman, Bain Capital, Dollar Tree, Inc. (DLTR), Carnival PLC (CUK), and More (Insider Monkey)
- A Hard Lesson in Silicon Valley: Profits Matter (New York Times)
- Fed Chair Powell Signals Balance Sheet Will Grow Soon After Recent Market Turmoil (New York Times)
- Weekly mortgage refinances jump 10% as rates drop to the lowest level since August (CNBC)
- China ready to discuss a partial trade deal and will increase US agricultural purchases, reports say (CNBC)
- Small-Cap Tech Stocks Are Cheap And Might Be Ready to Rally (Barron’s)
- Want to Sit in This Ultra-Rare Ferrari? Just Ask. (Wall Street Journal)
Unusual Options Activity – Range Resources Corporation (RRC)
Today some institution/fund purchased 30,997 contracts of Jan $4 strike calls (or the right to buy 3,099,700 shares of Range Resources Corporation (RRC) at $4). The open interest was just 707 prior to this purchase. Continue reading “Unusual Options Activity – Range Resources Corporation (RRC)”
