Hedge Fund Trade Tip (PMN) – Position Management Notification
Be in the know. 5 key reads for Monday…
- The 10-year yield hasn’t done this in 20 years, and it could be a bullish sign (CNBC)
- Bullish for banks: Bank regulatory revisions pose dangers and could lead to financial crisis: say critics (New York Post)
- ‘Super Mario’ Draghi Set to Ride Again: Global Economy Week (Bloomberg)
- Pound Hits Highest Since July as Johnson Strikes Softer Tone (Bloomberg)
- From CLOs to ‘Ozark,’ Ex-Guggenheim President Builds an Empire (Bloomberg)
Be in the know. 10 key reads for Sunday…
- Big thanks to MarketWatch.com for picking up our article this week: Investor pessimism declines but remains elevated, AAII survey shows (MarketWatch)
- Hedge Fund and Insider Trading News: Bill Ackman, David Tepper, Ray Dalio, Organogenesis Holdings Inc (ORGO), Silicon Laboratories (SLAB), and More (Insider Monkey)
- Why Box is one of the most underappreciated companies (TechCrunch)
- ECRI Weekly Leading Index Update (AdvisorPerspectives)
- Huw van Steenis On What Central Banks Will Do Next (Podcast) (Bloomberg)
- Episode 371: Where Dollar Bills Come From (NPR Planet Money)
- Natural Gas Bulls End Week in Style as ‘Classic Short-Covering Rally’ Continues (Natural Gas Intelligence)
- What a Character: The Inimitable Career of Sacha Baron Cohen (The Ringer)
- Amgen’s Gene-Targeting Drug Shrank 54% of Lung Tumors in Study (Bloomberg)
- Special chart suggests the market is starting a hot streak (CNBC)
Be in the know. 15 key reads for Saturday…
- The Big Picture: Calm Settles Over Stock Market, Buying Time For Bulls (Investor’s Business Daily)
- This Single Variable Explains What Drives Managed Futures Performance (Institutional Investor)
- September Macro Update: Rising Possibility of a Recession in 2020 (The Fat Pitch)
- Permian Basin natural gas prices up as a new pipeline nears completion (EIA)
- “Where Did I Find This Guy Jerome?” Trump Asks of Hand-Selected Fed Chief (Vanity Fair)
- The Eternal Pursuit of Unhappiness (Farnam Street)
- Powell Says Fed Will Sustain Expansion, Reinforcing Rate-Cut Bet (Bloomberg)
- The 2020 Evora GT Is the Best Lotus We’ve Seen in Decades (Bloomberg)
- Investors flocked to bonds and away from stocks in August at the fastest pace on record, says TrimTabs (MarketWatch)
- Opinion: Gold’s big drop is just the beginning of a longer slide (MarketWatch)
- U.S.-China trade conflict could take years to resolve: Kudlow (Reuters)
- Small-cap stocks could jump if a trade deal is signed (Barron’s)
- Stock dividends are Japan’s latest export (Barron’s)
- Mallinckrodt Bankruptcy Fear May Be Premature (Barron’s)
- Eddie Murphy Says He’s Doing A Stand-Up Comedy Tour in 2020 (Maxim)
2020 Earnings Estimates – “Strong Like Bull”
Unusual Options Activity – Dow Inc. (DOW)
Today some institution/fund purchased 1,279 contracts of Jan 2021 $42.50 strike calls (or the right to buy 127,900 shares of Dow Inc. (DOW) at $42.50). The open interest was just 114 prior to this purchase. Continue reading “Unusual Options Activity – Dow Inc. (DOW)”
