Hedge Fund Tips

Be in the know. 15 key reads for Saturday…

Boeing Wins Next-Generation Jet Fighter Contract (wsj)
Can Healthcare Stocks Keep Outperforming the Market? (morningstar)
Wall Street Investors With Diversified Bets Are Winning at Last (bloomberg)
South-east Asian markets roiled as investors turn to China (ft)
US Trade Chief Greer Set for China Counterpart Call Next Week (bloomberg)
Home sales see a bump in February thanks to higher-income buyers (marketwatch)
Booze faces big tobacco moment (ft)
Stocks & Rate-Cut-Hopes Rebound As Tariff ‘Flexibility’ Trumps FedSpeak (zerohedge)
Traders Bet on Weaker US Dollar for First Time Since Trump’s Win (bloomberg)
Carnival Says All Signs Point to Robust Cruise Demand Continuing (bloomberg)
The North Face’s Latest High-Fashion Collab is Already Nearly Sold Out (shopeatsurf)
Majority of AI Researchers Say Tech Industry Is Pouring Billions Into a Dead End (futurism)
Housing Can Be Trump’s Legacy. Just Follow Lincoln’s Example. (barrons)
Nike Stock Sinks. Its ‘Win Now’ Strategy Is Turning Into ‘Win Later.’ (barrons)
Tesla Stock Sees 9th Straight Weekly Drop. Wall Street Is Worried. (barrons)

Data Source: Finviz

Our Applied Stock Market Indicator of the Day is:

S&P Small Cap Volume Summation Index

Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – March 21, 2025

Home Sales Rose 4.2% in February, Beating Expectations (wsj)
ASOS Expects In-Line Revenue, Earnings Ahead of Views (wsj)
Japan’s Inflation Slows Less Than Expected, Backing BOJ Hikes (bloomberg)
Disney’s Robotic Droids Are the Toast of Silicon Valley (wsj)
Germany Set for Trillion-Euro Defense and Infrastructure Splurge (wsj)
High-End Travel Bookings Are Up. It’s a Good Sign for the Economy. (barrons)
BofA Says Tariff Risk Dismissed as Stocks Get ‘Monster’ Inflows (bloomberg)
Jacobs’ QXO acquires Beacon in first step to build $50 billion revenue powerhouse (streetinsider)
Malaysia Airlines Orders Up to 60 Boeing Jets to Revamp Fleet (bloomberg)
Tech war: Chinese AI models led by DeepSeek catch up with US rivals at lower prices (scmp)
Billions Flowed Into New Leveraged ETFs Last Year. Now They’re in Free Fall. (wsj)
Hedge fund pessimism over Wall Street hits 5-year high, Goldman says (yahoo)
Nike Forecast Steeper Fourth-Quarter Sales Drop in Early Days of Turnaround (wsj)
FedEx Stock Drops. Trade Fears Take a Bite Out Of Business Activity. (barrons)