Be in the know. 7 key reads for Tuesday…
- From Gundlach to Sundheim: Sohn Conference’s 2019 Trade Ideas (Bloomberg)
- China vice premier going to U.S. for trade talks despite Trump threats (Reuters)
- The Federal Reserve’s Misstep and How to Bet on It, According to Bond King Jeffrey Gundlach (Barron’s)
- Federal Reserve Warns as Risky Corporate Debt Exceeds Peak Crisis Level (New York Times)
- Walmart is opening dozens of veterinary clinics in its stores and launching an online pet pharmacy ()
- German manufacturing orders miss forecasts (MarketWatch)
- Humana (HUM) is Prepared to Explore Friendly Takeover of Centene (CNC) – Sources (StreetInsider)
Where did money flow today?
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Unusual Options Activity – Eli Lilly and Company (LLY)
Today some institution/fund purchased 5,316 contracts of June $120 strike calls (or the right to buy 531,600 shares of Eli Lilly and Company (LLY) at $120). The open interest was 3,199 prior to this purchase. Continue reading “Unusual Options Activity – Eli Lilly and Company (LLY)”
Insider Buying in J.B. Hunt Transport Services, Inc. (JBHT)
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: 4/6/2019 and today 5/6/2019. The column under Continue reading “Exploration & Production Sector (XOP) – Earnings Estimates/Revisions”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Be in the know. 7 key reads for Monday…
- Happy birthday, Gordon Gekko (MarketWatch)
- Warren Buffett’s Case for Capitalism (DealBook)
- Trump Threatens China With More Tariffs Ahead of Final Trade Talks (New York Times)
- China trade team still preparing to go for talks after Trump cranks up pressure (Reuters)
- Buffett says Berkshire plans to ‘put a lot of money’ into energy (MarketWatch)
- Biogen Stock Is Near a Multiyear Low. The CEO and a Hedge Fund Bought Millions. (Barron’s)
- Warren Buffett Talks Buybacks, Succession, Bitcoin, and 5G at the Berkshire Annual Meeting ()