Be in the know. 15 key reads for Saturday…

  1. Forget About Dogs Of The Dow, Upgrade To Dobermans (Forbes)
  2. Hedge Fund Tips – Episode 10 – VideoCast. Stock Market Commentary. (ZeroHedge)
  3. How Trump Planned the Drone Strike With a Tight Circle of Aides (Bloomberg)
  4. Here’s what typically happens to the financial markets after major Middle East crisis events (CNBC)
  5. Billionaires shop at Costco too—see Mark Zuckerberg checking out TVs (CNBC)
  6. Strait of Hormuz, the world’s biggest oil chokepoint, in focus as Iran tensions flare (MarketWatch)
  7. Lennar Stock Looks Like a Bargain. Here’s Why. (MarketWatch)
  8. Large Macy’s Option Trader Betting On A Rebound Year (Benzinga)
  9. How Uncut Gems Won Over the Diamond District (Vanity Fair)
  10. Amazon Is a Free-Cash Rocket Ship.Time to Jump on Board. (Barron’s)
  11. There Are Slim Pickings in the Restaurant Sector. Here’s One Stock Worth Nibbling On. (Barron’s)
  12. Occidental Petroleum, Walt Disney, Nissan Motor: Stocks That Defined the Week (Wall Street Journal)
  13. Ten people set to shape Wall Street in 2020 (Financial Times)
  14. Fed minutes show confidence in 2020 interest rate path (Financial Times)
  15. Stocks Face New Risks, But Here’s Why It’s Not Time To Flee (Investor’s Business Daily)

HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 10

Article referenced in VideoCast above:

The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)

In this episode we cover:

  • general stock market commentary
  • positioning and sentiment
  • CNBC and Fox Business quotes from this week
  • Increased Guidance on tap?
  • Earnings by Sectors
  • Energy E&P thesis
  • CEO/CFO sentiment
  • Fed Liquidity
  • AAII sentiment
  • NAAIM positioning
  • S&P and Euro Stoxx 600 earnings
  • Dogs of Dow
  • Transports
  • Jude Clemente Energy Article in Forbes
  • Rig count

Podcast – Hedge Fund Tips with Tom Hayes – Episode 1

Article referenced in podcast above:

The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)

In this episode we cover:

  • general stock market commentary
  • positioning and sentiment
  • CNBC and Fox Business quotes from this week
  • Increased Guidance on tap?
  • Earnings by Sectors
  • Energy E&P thesis
  • CEO/CFO sentiment
  • Fed Liquidity
  • AAII sentiment
  • NAAIM positioning
  • S&P and Euro Stoxx 600 earnings
  • Dogs of Dow
  • Transports
  • Jude Clemente Energy Article in Forbes
  • Rig count

 

Be in the know. 15 key reads for Thursday…

  1. China Moves to Steady Its Slowing Economic Growth (New York Times)
  2. The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results) (ZeroHedge)
  3. These 6 charts compare the US and China economies (CNBC)
  4. Irrational exuberance? Why last year’s stellar returns may have been a reversal of ‘excessive pessimism’ (MarketWatch)
  5. Goldman Sachs Was the Worst Dow Stock of 2018. It Was One of the Best in 2019. (Barron’s)
  6. FedEx Stock Ended 2019 With a Loss. One Director Bought Up Shares in December. (Barron’s)
  7. The highest-paid CEOs of 2019 (USA Today)
  8. The Dollar’s Losses May Just Be Getting Started (Bloomberg)
  9. Almost Everything Wall Street Expects in 2020 (Bloomberg)
  10. OPEC Output Falls as Gulf Nations Step Up Delivery of Oil Cuts (Bloomberg)
  11. This is what the Warren Buffett empire looks like, in one giant chart (MarketWatch)
  12. Treasury’s Mnuchin to head U.S. delegation to Davos conclave (Reuters)
  13. 7 Excellent Value Stocks to Buy for 2020 (Yahoo! Finance)
  14. Twilio CEO Lawson Tinkers Until Solving Customers’ Problems (Investor’s Business Daily)
  15. MAX Crashes Strengthen Resolve of Boeing to Automate Flight (Wall Street Journal)

The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)

In 1975, Earth, Wind & Fire released their famous song entitled, “Shining Star.”  The salient lyrics – as they relate to the Stock Market in this week’s note are:

Continue reading “The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)”

Be in the know. 8 key reads for Monday…

  1. Analysts: These Beat-Up Stocks Will Gush Big Gains In 2020 (Investor’s Business Daily)
  2. China boosts lending to small businesses despite risk (Financial Times)
  3. Barron’s Picks And Pans: Applied Materials, Boeing, Travelers And More (Yahoo! Finance)
  4. US Goods Trade Deficit Shrinks To 27 Month Low (ZeroHedge)
  5. The 10 Stocks With the Biggest Comebacks of 2019 (Barron’s)
  6. IBM Bet Everything on an Acquisition in 2019. Now They Need To Grow Again. (Barron’s)
  7. Is QE4 Underway? One Veteran Banking Analyst Says ‘Yes’ (Street Insider)
  8. The Best—and Worst—Company Stocks in the Dow This Year (MarketWatch)

Be in the know. 10 key reads for Saturday…

  1. Biotech Is Market Front-Runner Heading Into Election Year (Wall Street Journal)
  2. Hedge Fund and Insider Trading News: Tom Steyer, Daniel Och, Netflix Inc (NFLX), Antares Pharma Inc (ATRS), and More ()
  3. Oil Posts Longest Run of Weekly Gains Since April on Crude Draw (Bloomberg)
  4. The best investment of the decade turned $1 into $90,000 ()
  5. Tech That Will Change Your Life in 2020 (Wall Street Journal)
  6. Stock Market Forecast 2020: Clear Skies From Fed, China Trade, But Election Clouds Loom (Investor’s Business Daily)
  7. The 25 Most Popular Robb Report Stories of 2019 (Robb Report)
  8. ECRI Weekly Leading Index Update (Advisor Perspectives)
  9. 4 Dirty Little Secrets You Need To Know About Successful People (Forbes)
  10. US Oil Rig Count Falls In Last Week Of 2019 (Yahoo! Finance)

HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 8

Article referenced in VideoCast above:

The J. Paul Getty (Energy) Stock Market (and Sentiment Results)

The J. Paul Getty (Energy) Stock Market (and Sentiment Results)

In 1965, J. Paul Getty – once the richest man in America – published his book, “How To Be Rich.”  His intent with this book was to lay out his “formula” for success and pass it on to future generations.

Continue reading “The J. Paul Getty (Energy) Stock Market (and Sentiment Results)”