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)”

Be in the know. 10 key reads for Friday…

  1. Little Island, NYC’s new floating park, is a marvel (New York Post)
  2. BioNTech Says Covid-19 Vaccine Likely to Be Effective Against Indian Virus Variant (Barron’s)
  3. SoftBank Answered Critics With a Strong Turnaround. Its CEO Explains What Comes Next. (Barron’s)
  4. GE Has Tailwinds With Renewable Power and on Wall Street (Barron’s)
  5. Israel, Hamas Cease-Fire Begins After 11 Days of Conflict (Wall Street Journal)
  6. Ford’s F-150 Lightning Electric Pickup Truck Undercuts Rivals With $40,000 Starting Price (Wall Street Journal)
  7. These energy stocks are expected by Wall Street to rise up to 37% over the next year (MarketWatch)
  8. Rolls-Royce Renews Call for $2.8 Billion to Build U.K. Reactors (Bloomberg)
  9. 22 States Now Dropping $300 Weekly Unemployment Boost Amid Mounting Job Shortage (ZeroHedge)
  10. BofA Securities Channel Checks Suggest Upside for salesforce.com (CRM) (Street Insider)