Be in the know. 7 key reads for Tuesday…
- Pfizer, Merck Earnings Top; Eli Lilly Falls On Revenue (Investor’s Business Daily)
- Lotus Evora GT4 concept is ready to rock a racetrack (Motor Authority)
- The Rich List: What the world’s richest hedge fund managers made in 2018 — and how they made it. (Institutional Investor)
- Mnuchin hopes for ‘substantial progress’ in China trade talks (Reuters)
- How to Spot a Bear Market (Barron’s)
- Yum China Sales Beat as Pizza Hut Finally Breaks From Its Slump (Bloomberg)
- Want to Fly Private? Here’s Every Way to Do It (Bloomberg)
DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the DOW 30 PLUS 8 of the S&P 500 top 30 weights [that are not either included in the DOW 30 or in the top 30 weights of the Nasdaq]. The 8 companies are at the Continue reading “DOW + (8 S&P 500 top weights) Earnings Estimates/Revisions”
Hedge Trade Fund Tip (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Q1 “as reported” Earnings: High Beat Rate, Low Margins…
Q1 Operating Earnings “Margin of Safety” Improves
We got a nice bump up in Q1 “Operating Earnings” expectations from Howard Silverblatt at S&P Global last week (from $36.82 to $37.23). This is helpful because it puts a $2.20 cushion from the possibility of having 2 Continue reading “Q1 Operating Earnings “Margin of Safety” Improves”
(80% recent Accuracy) What the Commitments of Traders says about Soybean Meal Futures
The Commitments of Traders is a weekly market report issued by the Commodity Futures Trading Commission (CFTC) enumerating the holdings of participants in various futures markets in the United States. It is collated Continue reading “(80% recent Accuracy) What the Commitments of Traders says about Soybean Meal Futures”
Be in the know. 7 key reads for Monday…
- Anadarko to Resume Occidental Talks About $38 Billion Takeover (Bloomberg)
- US-China trade talks are in the ‘final laps,’ Treasury Secretary Mnuchin says (CNBC)
- Cloud Gathers Over Chip Makers (Wall Street Journal)
- ‘Avengers: Endgame’ smashes box-office records with $1.2 billion weekend (MarketWatch)
- Consumer spending jumps in March while core inflation moderates (MarketWatch)
- Traders Brace for Big Moves After GE Earnings This Week (Wall Street Journal)
- Chinese electric car maker BYD’s Q1 profit up 632% (Irish Times)
