Tag: StockMarket

Be in the know. 17 key reads for Tuesday…

  1. The Bond Market Is Acting Strange. An Economic Slowdown Could Be Ahead (Barron’s)
  2. AstraZeneca, Pfizer Vaccines Offer Strong Protection From Delta Variant (Barron’s)
  3. Here are 7 reasons to stay bullish on stocks and why the S&P is headed to 4,600, from Credit Suisse (MarketWatch)
  4. Here’s what the market wants — and doesn’t want — to hear from Powell on inflation at Fed meeting (MarketWatch)
  5. U.S. and Europe Set to Call Truce Over 17-Year Airbus and Boeing Feud (Barron’s)
  6. Jamie Dimon says JPMorgan is sitting on about $500 billion in cash, waiting to invest in higher rates (MarketWatch)
  7. ‘Do not read too much into this month’s bond rally’: it doesn’t mean markets see inflation receding, says JPMorgan (MarketWatch)
  8. ‘Fastest production car you can buy’: Jay Leno impressed by Tesla’s Model S Plaid (New York Post)
  9. U.S. Retail Sales Drop, Hinting at Shift to Spending on Services (Bloomberg)
  10. NBC Says Olympics May Be Most Profitable Ever Despite Pandemic (Bloomberg)
  11. A full rundown of what to expect from the Federal Reserve on Wednesday (CNBC)
  12. Here’s what you need to know about Biden and Putin’s high-stakes meeting (CNBC)
  13. Jaguar Land Rover is developing a hydrogen-powered vehicle and plans to test it out this year (CNBC)
  14. One corner of health care could lead Nasdaq’s next record rally, Oppenheimer analyst predicts (CNBC)
  15. Copper Falls to Eight-Week Low on Fear China Might Release Stockpiles (Wall Street Journal)
  16. Walgreens offers same-day delivery service through Uber Eats (MarketWatch)
  17. Wells Fargo (WFC) Likely to Announce a Material Dividend Increase, PT Raised to $52 at Raymond James (Street Insider)

Be in the know. 20 key reads for Monday…

  1. Disney, Amazon In Race For Next Big Streaming Prize (Investor’s Business Daily)
  2. Novavax Stock Soars as Study Shows Covid Vaccine 90% Effective (Barron’s)
  3. What to Expect From the Fed Meeting (Barron’s)
  4. How Tech Stocks Could Beat Financials Stocks (Barron’s)
  5. Here’s what the market wants — and doesn’t want — to hear from Powell on inflation at Fed meeting (MarketWatch)
  6. 21 Stocks for the Next Phase of the Oil Rebound (Barron’s)
  7. How oil soaring to $100 a barrel could be bad for this boom-bust sector and the economy (MarketWatch)
  8. G-7 Leaders Rally to Biden’s Call to Challenge China (Wall Street Journal)
  9. How Japan’s Big Bet on Hydrogen Could Revolutionize the Energy Market (Wall Street Journal)
  10. Markets Are Leaving Little Room for the Fed to Be Wrong on Inflation (Wall Street Journal)
  11. Biotech Rally Sparked by Alzheimer’s Drug Has Staying Power (Wall Street Journal)
  12. Oil price hits pandemic high as investors bet on green energy (Fox Business)
  13. China Clouds Biden’s Transatlantic Reunion (Wall Street Journal)
  14. Strategists still don’t think inflation is a problem for stocks: Morning Brief (Yahoo! Finance)
  15. G7 set to agree ‘green belt and road’ plan to counter China’s influence (Financial Times)
  16. Lumber Prices Post Biggest–Ever Weekly Drop With Buyers Balking (Bloomberg)
  17. Authers’ Indicators: Here’s When to Worry About Inflation (Bloomberg)
  18. Bank of America CEO says consumer spending is 20% higher this year than 2019 (CNBC)
  19. Why 4 Jefferies Franchise List Stocks Could Be Big Second-Half Winners (24/7 Wall Street)
  20. The G7 was stronger on values than hard cash (Financial Times)

Be in the know. 15 key reads for Sunday…

  1. Alibaba Cloud offers to build livestream shopping platforms for global clients (technode)
  2. MiB: Brad Stone on Bezos & Amazon (Bloomberg)
  3. In Defense of SPACs (New YorkTimes)
  4. Here’s What Could Happen When $300 Unemployment Expires, According To Goldman Sachs (Forbes)
  5. G7 leaders agreed to keep the money taps open -source (Reuters)
  6. 5 Undervalued Blue Chip Stocks Hedge Funds Are Piling Into (Insider Monkey)
  7. Long-Term Look at the CPI (advisorperspectives)
  8. Parking Garages May Soon Become Mini Airports for Electric Air Taxis (Robb Report)
  9.  What Makes Quantum Computing So Hard to Explain? (pocket)
  10. DARPA’s Latest Defense Weapon Knocks Drones Out of the Sky Using Advanced… Confetti Streamers? (gizmodo)
  11. Tesla delivers the first 25 Model S Plaid sedans (TheVerge)
  12. The Availability Bias: How to Overcome a Common Cognitive Distortion (Farnam Street)
  13. G-7 leaders hammer out a global minimum tax for companies. Here’s how it would work (Fox Business)
  14. Aston Martin V12 Speedster Is Pure Vehicular Art (Road and Track)
  15. Bullet-Proof Treasury Market Eyes Fed Meeting With Trepidation (Bloomberg)

Be in the know. 25 key reads for Saturday…

  1. Tech Stocks Power Market to Record on All-Clear From Treasuries (Bloomberg)
  2. SEC chief readies ‘woke’ rules and plan to curtail market’s ‘gamification’ (Fox Business)
  3. Biogen’s Alzheimer’s Drug Opens Up a New Market. These Stocks Could Benefit. (Barron’s)
  4. What to Expect From the Federal Reserve Meeting (Barron’s)
  5. Even if Wages Surge, Inflation Might Not Follow (Barron’s)
  6. Honeywell Does a Quantum Computing Deal. Is This the New Age of Computing? (Barron’s)
  7. Congress looks to break up Big Tech with bold new antitrust bills (New York Post)
  8. World hasn’t reached peak oil: Demand to exceed pre-COVID levels (New York Post)
  9. AMC board members sold nearly $4 million worth of stock this week (New York Post)
  10. G-7 Poised to Counter China’s Effort to Gain Worldwide Influence (Bloomberg)
  11. Saudi Arabia Takes Bullish Oil Message Straight to Wall Street (Bloomberg)
  12. Ariel Investments’ John Rogers touted value stocks, trumpeted Barack Obama’s investing potential, and reflected on beating Michael Jordan at basketball (Business Insider)
  13. China says US revoking of TikTok, WeChat ban a ‘positive step’ (USA Today)
  14. Inflation scare? Look at this chart before freaking out (MarketWatch)
  15. Natural-gas futures settle at highest since October; U.S. oil prices post a rally for the week (MarketWatch)
  16. Consumers at Their Most Optimistic Since Covid Hit. Inflation Remains Wild Card. (Barron’s)
  17. Don’t Expect $100 Oil Anytime Soon (Barron’s)
  18. Mexican Stocks Gain Appeal as President AMLO Loses Popularity (Barron’s)
  19. ‘Momentum’ Stocks Are a Mess. Why It’s Time to Buy Them Now. (Barron’s)
  20. Boeing Offloads Unclaimed MAX Jets as Air Travel Recovers (Wall Street Journal)
  21. Novak Djokovic Outlasts Rafael Nadal at the French Open (Wall Street Journal)
  22. What Does the Bond Market Know About Inflation? (Wall Street Journal)
  23. The vanishing billionaire: how Jack Ma fell foul of Xi Jinping (Financial Times)
  24. 15 More Undervalued Stocks with Momentum (Morningstar)
  25. The Rise of SPACs: IPO Disruptors or Blank Check Distortions? (aswathdamodaran)

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 86

Article referenced in VideoCast above:

How to lose $50 million hedging inflation…

Hedge Fund Tips with Tom Hayes – Podcast – Episode 76

Article referenced in podcast above:

How to lose $50 million hedging inflation…