- Why Wells Fargo Is a ‘Must-Own Stock’ (Barron’s)
- Prescription-Drug Price Cuts Set to Be Left Out of White House Proposal (Wall Street Journal)
- Still Getting Your Head Around Digital Currency? So Are Central Bankers. (New York Times)
- U.S. Population Over Last Decade Grew at Slowest Rate Since 1930s (New York Times)
- 5 visuals explain the shifting House seats and how the changes could affect the 2022 midterm elections (USA Today)
- Fed Will String Traders Along on Its Taper Timeline (Bloomberg)
- BP beats first-quarter estimates, says it plans to resume share buybacks (CNBC)
- OPEC+ to meet Tuesday amid concern about rising virus cases (CNBC)
- If Fed Chair Jerome Powell sounds ‘too optimistic’ this week, he’ll rattle Wall Street, Morgan Stanley warns (CNBC)
- 6 Mid-Cap Stocks That Are Cheap—and Have Potential (Barron’s)
- Saying Au Revoir to the Most Successful Policy in Federal Reserve History (Wall Street Journal)
- Supermarkets Say Goodbye to Pantry Loading, Hello to Inflation (Wall Street Journal)
- Biden’s first big speech to Congress is on Wednesday. Here’s what to expect. (MarketWatch)
- The No. 1 emerging property market in America is NOT in Texas or Florida — you may never even have heard of it (MarketWatch)
- Citi has updated its bear-market checklist. Here’s where we are now. (MarketWatch)
- U.S. Durable-Goods Orders Rebound Following Dip (Wall Street Journal)
- What Wall Street Is Telling Us About the U.S. Economic Outlook (Wall Street Journal)
Tag: StockMarket
Where is money flowing today?
Data Source: Finviz
Tom Hayes – Quoted in Reuters article – 4/26/2021
Thanks to Shivani Kumaresan and Shreyashi Sanyal for including me in their article on Reuters today. You can find it here:
Be in the know. 16 key reads for Monday…
- Tesla and 12 Other Stocks Poised for Earnings Fireworks This Week (Barron’s)
- Oil-Field Services—Lots to Like Beneath the Surface (Wall Street Journal)
- Top Strategist Says Get Defensive for the Next 6 Months: 4 Safe Stocks to Buy (24/7 Wall Street)
- Insurance Costs Threaten Florida Real-Estate Boom (Wall Street Journal)
- West Looks Past Covid-19 and Sees Economic Resurgence (Wall Street Journal)
- Fed to Taper Bond Buying in Fourth Quarter, Economists Say (Bloomberg)
- Sanofi Agrees to Help Make Doses of Moderna’s Covid Vaccine (Bloomberg)
- The Fed’s Next Test Is Breaking the Ice Over Policy Shift (Wall Street Journal)
- SPAC Insiders Can Make Millions Even When the Company They Take Public Struggles (Wall Street Journal)
- A capital-gains rate of 43.4% would reduce federal revenue. (Wall Street Journal)
- 10-year Treasury yields will break out of slump within weeks: Wells Fargo (CNBC)
- Legendary investor Bill Miller lost 90% of his fortune in the late 2000s. Bitcoin and Amazon stock have made him a billionaire. (Business Insider)
- Biden shocked markets this week with a proposal to nearly double the capital gains tax. Here’s what the move could mean for high-flying tech stocks, according to 5 experts. (Business Insider)
- Wall Street edges higher on Tesla boost ahead of big tech earnings (Reuters)
- No Surprises in President Biden’s Reported Capital Gains Proposal, a 28% Rate Looks Most Likely – Goldman Sachs (Street Insider)
- As Good As It Gets: Goldman Is Last Big Bank To Turn Bearish, Sees Market Dropping In Coming Months (ZeroHedge)
Consumer Discretionary (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Consumer Discretionary Sector ETF (XLY) top 30 weighted stocks.
Continue reading “Consumer Discretionary (top 30 weights) Earnings Estimates/Revisions”
Be in the know. 12 key reads for Sunday…
- The Transcript 04.19.21: So. Much. Liquidity. (theweeklytranscript)
- How a Wave of Electric Trucks Could Create Millions of ‘Accidental Environmentalists’ (Wall Street Journal)
- 5 Sizzling Technology Stocks to Buy Now Trading Under $10 (247wallst)
- Next Bump in Post-Election Year Rally Could Be in May (Almanac Trader)
- 5 Innovative New Helicopters That Are Coming to the Skies (Robb Report)
- How to Stream All the Major Oscar Nominees This Year (townandcountrymag)
- First Look at the Insanely Speedy Ferrari 812 Superfast Limited Edition (Men’s Journal)
- Ari Emanuel Takes on the World (The New Yorker)
- Elon Musk Will Host ‘Saturday Night Live’ on May 8. Yes, You Read That Right (The Drive)
- How TikTok Chooses Which Songs Go Viral (Bloomberg)
- The Origin Of The Oscars (NPR)
- What We’re Watching In The NHL’s Playoff Races (fivethirtyeight)
Be in the know. 20 key reads for Saturday…
- Perrigo Stock Has Been Broken for a Long Time. It’s Time for a Turnaround. (Barron’s)
- 11 Undervalued Climate-Friendly Stocks (Morningstar)
- Amazon CEO Jeff Bezos championed invention, failure, and customer obsession in his 24 shareholder letters. Here are the 25 best quotes. (Business Insider)
- This Bull Market Is Far From Over, Pros Say. Where They’re Investing Now. (Barron’s)
- SPAC IPOs Fall Out of Favor After Hot Streak (Barron’s)
- Berkshire Hathaway 2021 Annual Meeting (valuewalk)
- Take Heart, Investors. A Higher Capital-Gains Tax Wouldn’t Be as Scary as It Sounds. (Barron’s)
- Wells Fargo’s Rehabilitation (netinterest)
- U.S. Ends Pause on Johnson & Johnson’s Covid Vaccine. What to Know. (Barron’s)
- Packaged Foods Boomed During the Pandemic. Why Their Stocks Still Have Room to Run. (Barron’s)
- Early Days in the Value Recovery (pzena)
- 10 Places Where Home Buyers Pay the Most Above Asking Price (Barron’s)
- Why Covid Surges in India Won’t Derail Global Recovery (Barron’s)
- Johnson & Johnson and 6 Other Companies Raised Their Dividends This Week. What to Know. (Barron’s)
- The Stock Market Got Spooked by What It Already Knew. Here’s Next Week’s Surprise. (Barron’s)
- Capital gains tax hike? Why the stock market bounced back so fast (MarketWatch)
- SPAC Surge Pumps Up Junk-Bond Market (Wall Street Journal)
- Will 2021 Be the Year for Value Stocks? (Kiplinger)
- Inflated Fears (investoramnesia)
- When a Rising Tide Lifts All Boats (compoundadvisors)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 79
Article referenced in podcast above:
The Hues Corporation, “Rock the Boat” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 69
Article referenced in podcast above:
The Hues Corporation, “Rock the Boat” Stock Market (and Sentiment Results)…
Where is money flowing today?
Data Source: Finviz