Be in the know. 20 key reads for Tuesday…

  1. Germany’s Cartel Office Starts Probe of Google (Barron’s)
  2. Stocks to Open Higher as Inflation Concerns Subside (Barron’s)
  3. Oil fades as traders eye Iran nuclear talks (MarketWatch)
  4. AutoZone Earnings Show That Everyone Is Still Fixing Their Cars (Barron’s)
  5. The Great American Cleanup: Deodorant, Teeth Whitener Fly Off the Shelves (Wall Street Journal)
  6. Federal Reserve’s Balance Sheet Could Hit $9 Trillion, Report Says (Wall Street Journal)
  7. Fracking Companies Continue Consolidation as Cabot, Cimarex Form $14 Billion Firm (Wall Street Journal)
  8. Inflation Starts to Hit Auto and Home Insurers (Wall Street Journal)
  9. U.S. Home Prices Surge Most Since 2005, Fueled by Low Rates (Bloomberg)
  10. Fed Officials Play Down Risk That Higher Inflation Will Persist (Bloomberg)
  11. Iran Has Huge Hoard of Floating Oil to Clear When Sanctions Lift (Bloomberg)
  12. Distressed Commercial Real Estate Is Still Sitting in Purgatory (Bloomberg)
  13. Fed’s Evans says easy monetary policy has his ‘full’ support (Reuters)
  14. Bullard: Fed ‘not quite there yet’ to start taper talk (Yahoo! Finance)
  15. Opinion: Dow 37,000? It’s possible if U.S. stocks stage an ‘average’ summer rally (MarketWatch)
  16. Consumer confidence slips in May for first time in six months on worries about jobs and inflation (MarketWatch)
  17. Fed’s Bullard says most cryptocurrencies ‘are worthless’ (MarketWatch)
  18. Boeing (BA) 737 Tracker Shows Substantial Increase in Domestic Flights in April – Morgan Stanley (Street Insider)
  19. Selling by Retail Largest Since Early March 2020 – BofA (Street Insider)
  20. This Is the Best James Bond Movie (24/7 Wall Street)

Be in the know. 20 key reads for Monday…

  1. Virgin Galactic Stock Is Soaring. Just Like That, SPACs Are Back. (Barron’s)
  2. ‘Fortnite’ Game Developer and Apple Wrap Up Three-Week Trial (Barron’s)
  3. Bill Gates’ Trust Exited Apple and Twitter Stock (Barron’s)
  4. U.S. Covid-19 Cases Are the Lowest Since Early in the Pandemic. What to Know. (Barron’s)
  5. Global Stocks Edge Up as China Targets Commodity Price Boom (Barron’s)
  6. Biden Tax Hikes Hitting Resistance, With ‘No Room for Error’ (Bloomberg)
  7. Ferrari Pitches $500,000 Hybrid Supercar as a Bargain for Daily Driving (Bloomberg)
  8. Shale Drillers Cabot, Cimarex to Merge in $7.4 Billion Deal (Bloomberg)
  9. Bank CEOs Headed to Congress Due for Grilling Over Drop in Loans (Bloomberg)
  10. Investors are still confident in thematic tech even as prices plunge (CNBC)
  11. John Malone sees merged WarnerMedia-Discovery becoming No. 3 global streamer behind Netflix, Disney+ (CNBC)
  12. Fed’s Lael Brainard pushes digital dollar as central bank currency race heats up (CNBC)
  13. Coinbase could jump 36% as it is the best way to invest in the cryptocurrency ecosystem, Goldman Sachs says (Business Insider)
  14. Pfizer Starts Another Covid-19 Booster Trial (MarketWatch)
  15. How a Global Minimum Tax Could Impact Markets (Wall Street Journal)
  16. Coinbase appoints former White House staffer as chief policy officer (Reuters)
  17. Fed’s Brainard says she expects pricing pressures to subside over time (Reuters)
  18. CN (CNI) to Combine With Kansas City Southern (KSU) (StreetInsider)
  19. UPDATE 2-Norwegian Cruise to return to U.S. sailing in August (Yahoo! Finance)
  20. Controversial Ivermectin Added to University of Minnesota COVID-19 Drug Trial (Trial Site News)

Be in the know. 12 key reads for Sunday…

  1. Would You Like a SPAC With Your Hotel Room? (Wall Street Journal)
  2. How To Get Rich In Real Estate Without Buying A Ton Of Property (Forbes)
  3. See The Top 100 Collector Cars To Include Rare And Exotic Ferraris, Bugattis And Lamborghinis (Forbes)
  4. ECRI Weekly Leading Index Update (advisorperspectives)
  5. Boat of the Week: This New 112-Foot Explorer Has Rear Side Panels That Drop Down to Create a Bonkers Beach Club (Robb Report)
  6. 9 Sharp (and Smart) New Watches Your Dad Will Love Well Beyond Father’s Day (RobbReport)
  7. 5 predictions for the future of e-commerce (TechCrunch)
  8. GoodRx helps people afford drugs. But is it improving health care or profiting off a broken system? (Fortune)
  9. Big Government Cheese (CLASSIC) (NPR Planet Money)
  10. Ford F-150 Lightning Can Act as a Home Generator (Road and Track)
  11. Inside the race for a COVID-19 treatment pill (Fox Business)
  12. Virgin Galactic spaceplane VSS Unity completes successful flight (TheVerge)

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 83

Article referenced in VideoCast above:

The Weeknd’s “Save Your Tears” Stock Market (and Sentiment Results)…

Be in the know. 25 key reads for Saturday…

  1. The Numbers Are In: Big Banks Dumped 100 Million Shares of Bill Hwang’s Top Stocks During the First Quarter (Institutional Investor)
  2. After $690 Billion Slump, Traders See Value in Asia Tech Stocks (Bloomberg)
  3. AT&T Was Punished for Its Dividend Cut. It’s Time to Buy the Stock. (Barron’s)
  4. AT&T CEO John Stankey Bought $1 Million of Shares (Barron’s)
  5. Bitcoin Miners Are Giving New Life to Old Fossil-Fuel Power Plants (Wall Street Journal)
  6. Barry Diller calls Apple’s App Store fees ‘disgusting’ (New York Post)
  7. Brooklyn Chop House’s Times Square deal made possible by COVID pandemic (New York Post)
  8. Apple Judge Presses Cook Hard in Final Minutes of Epic Trial (Bloomberg)
  9. Dr. Scott Gottlieb says vaccinations are not the only factor driving U.S. Covid cases down (CNBC)
  10. Inside the Rise and Fall of Shit Coins (Vanity Fair)
  11. Ford’s Electric F-150 Is Poised to Change the Entire EV Market (Futurism)
  12. Scientists Gene-Hacked Monkeys to Fix Their Cholesterol (Futurism)
  13. Chip Wilson — Building Lululemon, the Art of Setting Goals, and the 10 Great Decisions of Your Life (#514) (Tim Ferriss)
  14. 2 Warren Buffett Stocks to Buy (Morningstar)
  15. The Best Macro Indicator (Verdad)
  16. AstraZeneca chief says ‘vaccine has a future’ after setbacks (Financial Times)
  17. Powell advances Fed work on possible ‘digital dollar’ (Financial Times)
  18. A gourmet’s guide to the galaxy (Financial Times)
  19. Marks Laments ‘Not Having Great Things to Buy’ Amid Low Distress (Yahoo! Finance)
  20. Wise Words from Lou Simpson (novelinvestor)
  21. Big Oil’s Transition to Cleaner Energy Is Risky. How Investors Can Prepare.Building the Oil Company of the Future (Barron’s)
  22. China Hones Control Over Manganese, a Rising Star in Battery Metals (Wall Street Journal)
  23. Green Finance Goes Mainstream, Lining Up Trillions Behind Global Energy Transition (Wall Street Journal)
  24. Amazon has eye on James Bond, but Netflix spies gaming? (USA Today)
  25. More electric car charging stations needed to juice EV sales: Is Biden’s 500,000 proposal on target? (USA Today)

Hedge Fund Tips with Tom Hayes – Podcast – Episode 73

Article referenced in podcast above:

The Weeknd’s “Save Your Tears” Stock Market (and Sentiment Results)…

Unusual Options Activity – Alibaba Group Holding Limited (BABA)

Data Source: barchart

Today some institution/fund purchased 904 contracts of Nov $200 strike calls (or the right to buy 90,400 shares of Alibaba Group Holding Limited (BABA) at $200). The open interest was just 291 prior to this purchase. Continue reading “Unusual Options Activity – Alibaba Group Holding Limited (BABA)”