Tag: StockMarket

Be in the know. 20 key reads for Tuesday…

  1. Occidental Petroleum (OXY) Added to BofA US 1 List; Price Target Raised to $31 (streetinsider)
  2. Investors set for commodities ‘bull run’ as prices rise in tandem (Financial Times)
  3. JP Morgan’s board rejects switch to stakeholder-focused entity (Yahoo! Finance)
  4. Australia’s media bill could become law ‘fairly soon’ despite Google and Facebook objections, minister says (CNBC)
  5. 24 bank stocks with dividends of at least 3.57%, three times what 10-year Treasurys pay (MarketWatch)
  6. The Investor Who Called Tesla at $1,000 Is Now Out of the Stock (Barron’s)
  7. Goldman Sachs boosts US GDP forecast to 6.8% in 2021 and now expects $1.5 trillion in COVID-19 stimulus (Business Insider)
  8. Why Large-Cap Value Stocks Could Be Long-Term Winners (Barron’s)
  9. Some Stocks Are Lagging, While the Dollar Is Rising. That’s a Buying Opportunity. (Barron’s)
  10. What could upend the stock market rally? Watch these red flags, says Credit Suisse (MarketWatch)
  11. NYC restaurateurs flock to Miami for relaxed COVID-19 rules (New York Post)
  12. Wall Street’s Most Reviled Investors Worry About Their Fate (New York Times)
  13. SPAC Analyst Sees Very Brief Window Before Stocks Lose Money (Bloomberg)
  14. Reddit’s valuation doubles to $6 billion after new $250 million funding round (CNBC)
  15. Democrats unveil one-year plan to send up to $3,600 per child to households (CNBC)
  16. ‘Big Short’ investor Michael Burry says Tesla’s $1.5 billion bet on bitcoin was a distraction – and Dogecoin’s record price signals a massive bubble (Business Insider)
  17. Goodyear shares jump 5% premarket after tire maker swings to profit and tops sales estimates (MarketWatch)
  18. BP’s Green Push Is Picking Up Speed with Major New Wind Projects. Winds of Change Are Blowing the Stock Higher. (Barron’s)
  19. Flashing Red? Global Inflation Breakevens Are Breaking Out (ZeroHedge)
  20. Number of registered newborns in China drops 15% in 2020 (Financial Times)

Be in the know. 15 key reads for Monday…

  1. Fundstrat’s Tom Lee pinpoints the single most important indicator signaling strong economic growth – and details his stock-market strategy for taking advantage (BusinessInsider)
  2. Tom Brady and the NFC’s Win Means Nothing for the Stock Market (Barron’s)
  3. 15 Undervalued Stocks With Strong Earnings Growth in 2021 (Barron’s)
  4. We Drove a Ford Mustang Mach-E. We Were Wowed. (Barron’s)
  5. Why heavily shorted stocks began ‘off-the-charts’ rally long before the GameStop frenzy, Deutsche Bank says (MarketWatch)
  6. As ‘Low Quality’ Stages a Comeback, This Utility Looks Set to Break Out (Barron’s)
  7. Here’s how the FAANG companies stack up this earnings season (MarketWatch)
  8. More companies than usual are beating earnings estimates — and sales numbers are just as bullish for the stock market (MarketWatch)
  9. China’s car sales rose 25% in January (MarketWatch)
  10. Treasury Long Bond Reaches 2% Milestone as Global Yields Awaken (Bloomberg)
  11. ‘Big Short’ investor Michael Burry paved the way for the GameStop frenzy when he bought a stake in 2019. Here’s the story of Burry’s game-changing bet. (Business Insider)
  12. Stock futures rally as $1.9T coronavirus relief plan barrels ahead (FoxBusiness)
  13. Wall Street rises as Janet Yellen urges Congress to ‘act big’ on stimulus (Financial Times)
  14. Exxon’s Well-Timed Hop Onto Carbon-Capture Bandwagon (Wall Street Journal)
  15. Apple’s Electric-Vehicle Talks With Hyundai Break Down (Wall Street Journal)

Be in the know. 12 key reads for Sunday…

  1. Tighter Oil Supplies Inject Momentum Into Price Rally (Wall Street Journal)
  2. Amy Klobuchar: Breaking up Facebook ‘has to be on the table’ (Fast Company)
  3. Big Oil Stocks Rally Despite Democrats’ Fossil-Fuel Stance (Bloomberg)
  4. ‘Come off it, Connecticut’: TV hosts poke fun at CT’s bid to make pizza the state food (NewsTimes)
  5. ECRI Weekly Leading Index Update (Advisor Persectives)
  6. Commodities Are Soaring 25%: That’s Consistent With Headline Inflation Of Almost 4% (ZeroHedge)
  7. DoubleLine Warns Events Are In Motion To Remove Dollar As Reserve Currency (ZeroHedge)
  8. Elon Musk Becomes Unlikely Anti-Establishment Hero in GameStop Saga (New York Times)
  9. Super Bowl LV: Tom Brady Just Beat Patrick Mahomes On This Key Stat (Forbes)
  10. Super Bowl LV: The Absolute Best Bets, Odds, and Expert Picks (Maxim)
  11. Ideas for the New Administration (manhattan-institute)
  12. Biden climate actions to jolt electricity prices (FoxBusiness)

Be in the know. 30 key reads for Saturday…

  1. Wall Street firms paid almost $3bn last year for retail brokers’ trades (Financial Times)
  2. A Piggly Wiggly warning for the Reddit investor rebels (Financial Times)
  3. Nordstrom brothers confident of overcoming trouble in store (Financial Times)
  4. Hindenburg Research Goes After ‘Wall Street Celebrity Promoter’ Chamath Palihapitiya (Institutional Investor)
  5. Clover Health Investments (CLOV) Issues Response to Short Seller Hindenburg Research (StreetInsider.com)
  6. Goldman Sachs Has 3 Contrarian Stocks to Buy Now That All Pay Big Dividends (24/7 Wall Street)
  7. GameStop’s meteoric gains have almost entirely disappeared — here’s advice for those who didn’t get out in time (MarketWatch)
  8. Opinion: Bucs, not Chiefs, will win one for the bulls if the Super Bowl Indicator is right (MarketWatch)
  9. More companies than usual are beating earnings estimates — and sales numbers are just as bullish for the stock market (MarketWatch)
  10. All of President Biden’s key executive orders — in one chart (MarketWatch)
  11. 5 Stocks That Are Most Sensitive to a Change in Oil Prices (MarketWatch)
  12. Feb. 16 is the next big day for Biden’s economic plan (MarketWatch)
  13. Here’s where the jobs are — in one chart (CNBC)
  14. Klobuchar Introduces Antitrust Bill Raising Bar for Technology Deals (Wall Street Journal)
  15. Biogen’s Alzheimer’s Drug Faces a Big Test (Barron’s)
  16. Bonds Send Message: Inflation Is Coming (Barron’s)
  17. Money Is Pouring Into Emerging Markets, and Out of the U.S. (Barron’s)
  18. Beijing lays down a marker in South China Sea (Financial Times)
  19. US-China investment flows belie geopolitical tensions (Financial Times)
  20. Biden Urges Fast Virus Relief as Minimum-Wage Hike Hopes Fade (Bloomberg)
  21. ‘Big Short’ investor Michael Burry paved the way for the GameStop frenzy when he bought a stake in 2019. Here’s the story of Burry’s game-changing bet. (Business Insider)
  22. Fiscal stimulus prospects and strong earnings tailwind may propel stocks in the week ahead (CNBC)
  23. Marc Randolph on Building Netflix, Battling Blockbuster, Negotiating with Amazon/Bezos, and Scraping the Barnacles Off the Hull (#496) (TimFerriss)
  24. As ‘Low Quality’ Stages a Comeback, This Utility Looks Set to Break Out (Barron’s)
  25. New Amazon CEO Can Either Help Workers and Sellers—or Automate Them Away (Wall Street Journal)
  26. Speculation & The Underdog (investoramnesia)
  27. The Best-Case Outcomes Are Statistical Outliers (Farnam Street)
  28. Fundamentals Still Matter (valuestockgeek)
  29. Stanley Druckenmiller, Chairman and CEO of Duquesne Family Office (Talks at GS)
  30. Amazon Union Election to Proceed as Labor Board Denies Delay Request (Wall Street Journal)

Hedge Fund Tips with Tom Hayes – VideoCast – Episode 68

Article referenced in VideoCast above:

The Good, the Bad, and the Ugly Stock Market (and Sentiment Results)…