Be in the know. 5 key reads for Tuesday…
- 2 Stocks That Could Score on Taxes Whether or Not Trump Wins in 2020 (Barron’s)
- Investors Try Stock Picking as Volatility Rises (Wall Street Journal)
- This $72 Billion Fund is Shorting the Dollar in a Contrarian Bet (Bloomberg)
- How stock-market bulls are adjusting to a much messier U.S.-China trade war (MarketWatch)
- Huawei’s CEO said he would ‘be the first to protest’ if China banned Apple (Business Insider)
Be in the know. 6 key reads for Memorial Day…
- Modi’s Thumping Mandate—but for What? (Council on Foreign Relations)
- Jeff Bezos: Big Things Start Small (Farnam Street)
- Income Stagnation Is a Progressive Myth (Yardeni)
- THE HARDEST POST TO WRITE (The Macro Tourist)
- Invest in Your Relationships. The Payoff Is Immense. (New York Times)
- Memorial Day (History)
Be in the know. 15 key reads for Sunday…
- Saving an American Icon: How IndyCar’s CEO Ended Its 20-Year Skid (Forbes)
- How Much Oil is in an Electric Vehicle? (Visual Capitalist)
- New Graham & Doddsville Issue: John Hempton, Yen Liow, Bill Stewart (Market Folly)
- Omega Advisors’ Latest Moves (Insider Monkey)
- Why eBay Is Jan Brady To Amazon’s Marcia (Value Walk)
- HEALTHCARE IS GETTING BETTER (John Murphy – Stock Charts)
- 10 of the Best Waterfront Homes on the Market to Ring in Summer (Robb Report)
- Trade beef aside, Trump and Abe bond over burgers, sumo and golf (Reuters)
- Aston Martin Pays Tribute to James Bond with a (Very) Limited-Edition DBS Superleggera (Robb Report)
- Step Inside Jessica Alba’s Haven in Los Angeles (Architectural Digest)
- The Case for Eating More Caprese Salad (Men’s Journal)
- How to Make a Mouthwatering ‘Magic Burger’ From a Texas Steakhouse Legend (Maxim)
- Where is a millisecond worth a million dollars? The New York Stock Exchange. (Michael Lewis Podcast)
- Is the Worst Over for Apple? (24/7 Wall St.)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
Be in the know. 7 key reads for Saturday…
- Blackstone’s Schwarzman Recalls the Advice That Changed His Life (Bloomberg)
- Daniel Loeb’s Hedge Fund Wants Centene to Consider Selling Itself (Wall Street Journal)
- The House Always Wins. Unless It’s MGM Stock. (Barron’s)
- Jim Grant: The World Created by Upside-Down Interest Rates (Barron’s)
- JPMorgan’s Kolanovic Sees a ‘Trump Collar’ on S. Stock Market (Bloomberg)
- An Updated Look At Memorial Week Historical $SPX Performance (QuantifiableEdges)
- Studying the Sun’s Atmosphere Could Make Fusion Power a Reality (Futurism)
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Unusual Options Activity – Clovis Oncology, Inc. (CLVS)
Today some institution/fund purchased 20,554 contracts of Jan 2021 $20 strike calls (or the right to buy 2,055,400 shares of Clovis Oncology, Inc. (CLVS) at $20). The open interest was just 207 prior to this purchase. Continue reading “Unusual Options Activity – Clovis Oncology, Inc. (CLVS)”
Insider Buying in Texas Capital Bancshares, Inc. (TCBI)
Where is money flowing today?
Financials (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Financials Sector ETF (XLF) top 30 weighted stocks. Continue reading “Financials (top 30 weights) Earnings Estimates/Revisions”