Tag: Healthcare

Be in the know. 20 key reads for Saturday…

  1. Biotech Looks for Fireworks in First Quarter to Regain Momentum (Bloomberg)
  2. Bet on the Big Banks — and Bank of America (Barron’s)
  3. Davos? Meet Me at Butternut Instead. (Barron’s)
  4. A New Hot Spot for Oil Could Boost These 4 Companies (Barron’s)
  5. Davos? Meet Me at Butternut Instead. (Barron’s)
  6. Biogen Awaits a Decision on a Key Patent. At Risk Is Its Biggest Drug (Barron’s)
  7. Trump Allies Explore Buyout of Conservative Channel Seeking to Compete With Fox News (Wall Street Journal)
  8. New Sanctions Power Could Squeeze Remaining Iranian Trade Channels (Wall Street Journal)
  9. The Internet of Things Is Changing the World (Wall Street Journal)
  10. Trump Says Iran Had Planned to Attack Four U.S. Embassies (Bloomberg)
  11. Hummer is back as GM revives name for electric pickup (USA Today)
  12. S&P 5,000? Why one fund manager says that milestone may be reached sooner than you would expect (MarketWatch)
  13. These were the most talked-about products at CES (CNN Business)
  14. Mark Zuckerberg Says He Hunts Wild Boar With a Bow and Arrow (Futurism)
  15. Penn Jillette on Magic, Losing 100+ Pounds, and Weaponizing Kindness (#405) (Podcast)
  16. The Four Traits of Successful Asset Managers (Institutional Investor)
  17. Gradual Improvements Redux (theirrelevantinvestor)
  18. Client for Life (The Reformed Broker)
  19. Is Vulnerability a Choice? (Farnam Street)
  20. Eight lessons from market history (Evidence Investor)

HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 11

Article referenced in VideoCast above:

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In this episode we cover:

  • Jobs Report
  • Rig Count
  • Harold Hamm on Oil Prices
  • General stock market commentary.
  • Hemline Indicator
  • Valueline Geometric Index – Long Term Implications
  • Positioning and sentiment.
  • Increased Guidance on tap?
  • Fed Liquidity.
  • AAII sentiment.
  • NAAIM positioning.
  • Earnings by Sectors: Energy, Gold Miners, REITs
  • S&P and Euro Stoxx 600 earnings.
  • Where to find value?  What’s Cheap?
  • India Small Caps
  • Commodities/CRB
  • Exploration & Production
  • Servicers?

Podcast – Hedge Fund Tips with Tom Hayes – Episode 2

Article referenced in podcast above:

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In this episode we cover:

  • Jobs Report
  • Rig Count
  • Harold Hamm on Oil Prices
  • General stock market commentary.
  • Hemline Indicator
  • Valueline Geometric Index – Long Term Implications
  • Positioning and sentiment.
  • Increased Guidance on tap?
  • Fed Liquidity.
  • AAII sentiment.
  • NAAIM positioning.
  • Earnings by Sectors: Energy, Gold Miners, REITs
  • S&P and Euro Stoxx 600 earnings.
  • Where to find value?  What’s Cheap?
  • India Small Caps
  • Commodities/CRB
  • Exploration & Production
  • Servicers?

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

Be in the know. 10 key reads for Friday…

  1. Top 10 Tasks for Boeing’s New CEO (Wall Street Journal)
  2. China’s cabinet plans further action to boost manufacturers: state media (Reuters)
  3. The Power of Social Media in Predicting Stock Returns (Institutional Investor)
  4. Ten Strategists on What U.S.-Iran Escalation Means for Markets (Bloomberg)
  5. Why Battered Oilfield Services Stocks Could Be Big 2020 Winners (24/7 Wall Street)
  6. Why You Should Keep An Eye On These 5 Leading Health Care Stocks (Investor’s Business Daily)
  7. Macau casinos’ luck may change. Two stocks that could win (Barron’s)
  8. The U.S. killed an Iranian General—and the Riskiest Oil Stocks Are Flying (Barron’s)
  9. Boris Johnson’s chief adviser posted a bizarre advert calling for ‘super-talented weirdos’ to help run the UK government (Business Insider)
  10. U.S. shale producers to tap brakes in 2020 after years of rapid growth (Reuters)

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. 12 key reads for a Merry Christmas…

  1. China ramped up US soybean purchases to 20-month high ahead of partial trade deal (Fox Business)
  2. 20 Things That Have Changed for the Better Since 2010 (24/7 Wall Street)  
  3. Opinion: The real Santa Claus rally is yet to come (MarketWatch)  
  4. Pfizer Stock’s Dismal 2019 Could Be a Prelude to a Comeback (MarketWatch)  
  5. Walgreens Was the Dow’s Biggest Loser in 2019 (MarketWatch)  
  6. Trump says he and Xi will sign China trade deal (Reuters)  
  7. New England Natural Gas Prices Hit Two Year High (Yahoo! Finance)  
  8. Oil Tops $61 as U.S. Crude Oil Inventories Seen Declining (Bloomberg)  
  9. Dow, Inc. Stock Is on the Move—and Should Have a Better 2020 (MarketWatch)  
  10. Warren Buffett’s daughter-in-law couldn’t think of a good Christmas present — so she showed her company’s finances to him (Business Insider)  
  11. Tesla Stock Reaches Elon Musk’s Magic $420, and Then Some (New York Times)  
  12. A 1958 Ferrari 250 GT Cabriolet Could Fetch $7 Million (Barron’s)