- Wall Street May Get $40 Billion Reprieve From Trump Regulators (Bloomberg)
- Banks Warm to Mortgage Bonds That Burned Them in 2008 (Wall Street Journal)
- Global Fund Managers Favor US Stocks, But Not Yet Ready for Value Rotation –BAML (The Street)
- Oil Prices Can’t Make or Break Emerging Markets Anymore (Barron’s)
- Value Stocks Look Ready to ‘Take the Reins.’ Here’s Why. (Barron’s)
- U.S. Tells Saudi Arabia Oil Attacks Were Launched From Iran (Wall Street Journal)
- Former Oil CEO Aims to Change How the U.S. Exports Natural Gas (Wall Street Journal)
- Saudis Face Lengthy Oil Halt With Few Options to Fill Gap (Bloomberg)
- Opinion: Stock investors have overreacted to the Saudi oil attack (MarketWatch)
- Former Cisco CEO John Chambers makes fast friends with anyone, including royalty — here’s how he does it (Business Insider)
Unusual Options Activity – Square, Inc. (SQ)
Today some institution/fund purchased 1,010 contracts of June 2020 $80 strike calls (or the right to buy 101,000 shares of Square, Inc. (SQ) at $80). The open interest was just 199 prior to this purchase. Continue reading “Unusual Options Activity – Square, Inc. (SQ)”
Insider Buying in Church & Dwight Co., Inc. (CHD)
Where is money flowing today?
Exploration & Production Sector (XOP) – Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Exploration & Production Sector (XOP). I have columns for what the 2019 and 2020 estimates were: 7/18/2019 and today. Continue reading “Exploration & Production Sector (XOP) – Earnings Estimates/Revisions”
Hedge Fund Trade Tip (PCN) – Position Completion Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 5 key reads for Monday…
- Oil Spike, Auto Strike Won’t Derail U.S. Economy (Barron’s)
- Chicago School Professor Fights ‘Chicago School’ Beliefs That Abet Big Tech (New York Times)
- British Prime Minister Boris Johnson is set to explore a Brexit deal with the President of the European Commission Jean-Claude Juncker over lunch of snails and salmon. (Business Insider)
- The 2019 McLaren 720S Spider is a $315,000 supercar with mind-bending performance (CNBC)
- Strong U.S. Dollar Prompts Speculation of Trump Intervention (Wall Street Journal)
Quote of the Day…
Be in the know. 12 key reads for Sunday…
- Global spare oil capacity in U.S. hands after Saudi outage (Reuters)
- Uber and Lyft say they don’t plan to reclassify their drivers as employees (Vox)
- The Debt That Never Dies: China’s Imperial Bonds (NPR Planet Money)
- VIDEO: Short Selling Stocks Was Invented As Revenge (NPR Planet Money)
- The Third Democratic Debate In 7 Charts (FiveThirtyEight)
- This Guy Grew Up Knowing 2 Things: Hard Work and Hockey. Now He’s Combined Them Into a Hugely Successful Business (Inc.)
- The Co-Founder of Shareholder Activism Is Dead, but His Cause Is Thriving (Cheif Investment Officer)
- Coach Parent Tapestry Could See a Turnaround (Barron’s)
- Saudi Oil Attack: This Is the Big One (Wall Street Journal)
- Surge in Treasury Yields Highlights Easing Economic Worries (Wall Street Journal)
- Stephen Schwarzman’s Lifelong Audacity (Wall Street Journal)
- U.K. Steps Up Efforts Toward a Brexit Deal, Pushing Pound Higher (Wall Street Journal)