Data Source: Finviz
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 5 key reads for Tuesday…
- Fed’s Kashkari says more easing needed, not sure how much (Reuters)
- Three Key Recession Indicators Are Sending Mixed Signals. Here’s What to Watch. (Barron’s)
- Cisco Systems Could Finally Rally Back to Its Bubble-Era Highs. One Analyst Explains How. (Barron’s)
- Elizabeth Warren Overtakes Joe Biden In Democratic Presidential Race: IBD/TIPP Poll (Investor’s)
- ETFs Get All the Buzz, but Mutual Funds Still Dominate. There’s a Reason. (Wall Street Journal)
Your Rich Uncle is Back From Vacation…
The Fed has done an about face in the last few months, not only cutting 50bps – with more to come, stopping Quantitative Tightening – but now, increasing the balance sheet by ~$200B in the past 35 days (to stabilize the overnight rate). Continue reading “Your Rich Uncle is Back From Vacation…”
Unusual Options Activity – Bank of America Corporation (BAC)
Today some institution/fund purchased 3,147 contracts of Dec $26 strike calls (or the right to buy 314,700 shares of Bank of America Corporation (BAC) at $26). The open interest was just 114 prior to this purchase. Continue reading “Unusual Options Activity – Bank of America Corporation (BAC)”
Where is money flowing today?
Communication Services Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Communication Services Sector ETF (XLC). Continue reading “Communication Services Earnings Estimates/Revisions”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 11 key reads for Monday…
- An Investment Tip From Mr. ZIP: Spot a coming trend and buy something close. No one knows exactly what’ll take off. (Wall Street Journal)
- Tepper’s Appaloosa Has Large S&P Call Option Position (Market Realist)
- GE to freeze pensions for about 20,000 employees, stock surges (MarketWatch)
- Barron’s Picks And Pans: Netflix, Raytheon, Spotify, Taiwan Semi And More (Yahoo! Finance)
- Review: The Dodge Challenger SRT Hellcat Redeye is a big, brash, intoxicating supercar (CNBC)
- Netflix has focused on India as a key area for growth. Exclusive data tells the story of its progress. (Business Insider)
- People Who Work from Home Earn $2,000 More a Year (Bloomberg)
- Goldman Says It’s Too Early to Call End to Equity Bull Market (Bloomberg)
- JPMorgan Says Euro Area to Be Key Equities Winner in Brexit Deal (Bloomberg)
- It’s ‘Too Early to Turn Cautious’ on Stocks (Barron’s)
- Fed Confronts Balance-Sheet Decisions to Curb Money-Market Volatility (Wall Street Journal)
Be in the know. 10 key reads for Sunday…
- There’s No Recession Coming. The Fed Will Make Sure of That. (Barron’s)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- How Iceland’s Tourism Bubble Deflated (NPR Planet Money)
- Externalities: Why We Can Never Do “One Thing” (Farnam Street)
- The Coming Crisis of China’s One-Party Regime (Project Syndicate)
- The Negative Effects of Chinese Financial Repression (Podcast) (Bloomberg)
- 10 Walt Disney Quotes That Could Boost Your Small Business (Entrepreneur)
- Buy Delta stock or sell it? Your time horizon is the key. (Barron’s)
- Odds Apple Buys Netflix Advance (24/7 Wall Street)
- How to Succeed in Business? Major in Liberal Arts (Bloomberg)