- GE Reports Surge in Year-End Cash Flow (Wall Street Journal)
- Larry Kudlow, former top economic adviser to Trump, to host Fox Business show (New York Post)
- Israelis Say They Will Attack Iran If Biden Returns US To Nuclear Deal (ZeroHedge)
- Fed on hold as officials weigh pandemic against vaccines, fiscal support (Reuters)
- GameStop Investor Michael Burry — Of ‘The Big Short’ Fame — Dubs Rally ‘Unnatural, Insane, And Dangerous’ (Benzinga)
- Chamath Palihapitiya, Silicon Valley SPAC King, Wants to Be Governor of California (Institutional Investor)
- Is This The Next Big Hedge Fund To Blow Up… And What Happens Next (ZeroHedge)
- Day-Trader Obsession With Hated Stocks Takes Over Options Market (Bloomberg)
- Regeneron says its COVID-19 antibody cocktail still works against new strains in lab test (MarketWatch)
- Dems unveil $15 minimum wage bill, say they may use reconciliation to pass legislation (Fox Business)
- ‘Weaponised’ options trading turbocharges GameStop’s dizzying rally (Financial Times)
- 4 Sin Stocks to Buy That May Survive a Coming Massive Market Sell-Off (24/7 Wall Street)
- How Retail Option Traders Are ‘Supercharging The Short Squeeze’ In GameStop And Other Potential Bubble Stocks (Benzinga)
- Raytheon CEO says the company will ‘load up’ on share buybacks in 2021 after strong 4th-quarter earnings (Business Insider)
- Las Vegas Sands appoints Robert Goldstein its permanent CEO (MarketWatch)
- Putin warns of ‘all against all’ fight if global tensions are not resolved (CNBC)
- Putin says U.S. social media giants are now competing with elected governments (CNBC)
- JPMorgan is launching a digital retail bank in the U.K., looking overseas for growth (CNBC)
- Putin Warns of Global Tensions Similar to 1930s in Davos Speech (Bloomberg)
- Here’s What to Expect When Apple Reports on Wednesday (Barron’s)
- Boeing’s 737 Max Can Fly Again in Europe. What It Means for Airbus Stock. (Barron’s)
- 3M Expects Sales Growth as Customers Return to Offices, Schools (Wall Street Journal)
Tag: StockMarket
Tom Hayes – The Claman Countdown – Fox Business Appearance – 1/26/2021
Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – January 26, 2021
Tom Hayes – Quoted in Reuters article – 1/26/2021
Thanks to Shreyashi Sanyal and Susan Mathew for including me in their article on Reuters today. You can find it here:
Where is money flowing today?
Data Source: Finviz
Be in the know. 30 key reads for Tuesday…
- Wall Street Is Still Betting on Wells Fargo (Barron’s)
- Raytheon’s Solid Earnings Offer Hope for Aerospace Suppliers (Barron’s)
- GE Soars as Cash Outlook Shows Turnaround Regaining Traction (Bloomberg)
- The One Key Number in Johnson & Johnson’s Earnings (Barron’s)
- These 10 Stocks Offer Yields of 5% and Up (Barron’s)
- The 1920s Roared After a Pandemic, and the 2020s Will Try (Bloomberg)
- Why This Schlumberger Analyst Has ‘Growing Confidence In An International Inflection’ (Benzinga)
- IMF expects US and China to recover most strongly from virus economic hit (Financial Times)
- J&J Covid-19 vaccine data due ‘soon’ as drug maker boosts outlook (FoxBusiness)
- Goldman Sachs warns of a dangerous bubble in these 39 stocks (Yahoo! Finance)
- Regeneron (REGN) COVID-19 Antibody Cocktail Prevented 100% of Symptomatic Infections When Used as Passive Vaccine (streetinsider)
- GameStop Day Traders Won’t Sack Wall Street (Wall Street Journal)
- Amazon Union Drive Takes Hold in Unlikely Place (New York Times)
- How Options Trading Could Be Fueling a Stock Market Bubble (New York Times)
- Pfizer to Deliver U.S. Vaccine Doses Faster Than Expected: CEO (Bloomberg)
- GameStop Shorts Don’t Deserve All the Schadenfreude (Bloomberg)
- Home Prices in U.S. Cities Rise at Fastest Pace Since 2014 (Bloomberg)
- Booming Blank Check Companies Are the Talk of Reddit and TikTok (Bloomberg)
- Mania in stocks like GameStop suggest a market pullback is coming (CNBC)
- BlackRock calls for more disclosure on companies’ climate change plans (CNBC)
- Google says North Korean state hackers are targeting security researchers (CNBC)
- Tech companies could see blowout fourth quarters for ad revenue (CNBC)
- Short sellers are down $91 billion in January as GameStop leads squeeze in stocks they bet against (CNBC)
- Janet Yellen becomes the first female Treasury chief; may be a calming influence in a divided Washington (USA Today)
- Opinion: Insider selling is alarmingly high and small-cap stocks are in the crosshairs (MarketWatch)
- GameStop Stock Is Just the Latest Sign of a Speculative Frenzy (MarketWatch)
- Liberty Global’s $100 Billion Deal Making Spree Is Paying Off (Barron’s)
- The risk of a stock market correction is increasing as resistance levels come into play, BofA says (Business Insider)
- 5 Airlines Are Reporting Earnings This Week. Here’s What to Expect. (Barron’s)
- Yellen Passed the Economic Stability Baton to Powell. Now, He’s Handing It Back. (Wall Street Journal)
Industrials (top 30 weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the 2021 earnings estimates for the Industrials Sector ETF (XLI) top 30 weighted stocks. The column under the date 1/25/2021 has a letter that represents the movement in 2021 earnings estimates since the most recent print (11/25/2020).
Continue reading “Industrials (top 30 weights) Earnings Estimates/Revisions”
Where is money flowing today?
Data Source: Finviz
Tom Hayes – Quoted in Reuters article – 1/25/2021
Thanks to Devik Jain and Shreyashi Sanyal for including me in their article on Reuters today. You can find it here:
Be in the know. 25 key reads for Monday…
- Wells Fargo upgraded to Outperform from Neutral at Credit Suisse (TheFly)
- Parts of the market are in a bubble, but they pose low risk to the S&P 500, Goldman says (CNBC)
- Biden’s Bull Market. The Energy Report 01/25/2021 (Phil Flynn)
- GE Reports Earnings Tuesday. Why This Print Matters More Than Most. (Barron’s)
- Value Stocks Have Started Lagging Growth. Why the Trade Isn’t Dead. (Barron’s)
- Goldman Sachs is super bullish about a recovery this year. But here’s what could go wrong (MarketWatch)
- China Is Seeking a Summit With the U.S. Here’s What That Could Mean. (Barron’s)
- Nancy Pelosi’s Husband Bought Stock Options in Apple, Tesla, and Disney (Barron’s)
- 28 Undervalued European Stocks Set to Beat Pre-Covid Earnings in 2021 (Barron’s)
- Small-Investor Surge Shows No Sign of Slowing (Wall Street Journal)
- China’s Economy Overtaking the U.S. Will Be Harder Than It Looks (Wall Street Journal)
- For Oil Servicers, Adversity Spells Opportunity (Wall Street Journal)
- Nasal spray that blocks COVID-19 could be available by summer: report (New York Post)
- Dalio Calls for Bipartisan Solution to Post-Pandemic Recovery (Bloomberg)
- AMC Says Bankruptcy ‘Off the Table’ After Raising Financing (Bloomberg)
- This Chart Should Assuage Fears of a Housing Bubble (Bloomberg)
- BofA Securities Upgrades Schlumberger (SLB) to Buy on Confidence in Intl Inflection (Street Insider)
- Oxford’s PRINCIPLE Trial: Bringing Ivermectin Directly into the Developed World in the Battle Against COVID-19 (trialsitenews)
- Biden set for ‘buy American’ push to boost domestic manufacturing (Financial Times)
- Emerging markets attract $17bn of inflows in first three weeks of 2021 (Financial Times)
- Is value investing back from the dead? (Financial Times)
- 4 Energy MLPs to Buy for 2021 That Pay Massive Dividends (247wallst)
- China Flies Warplanes Near Taiwan in Show of Force, Prompting U.S. Warning (Wall Street Journal)
- Manufacturing Rebound Has Suppliers Struggling to Keep Up (Wall Street Journal)
- Nasdaq hits record high on big hopes for big-tech earnings (Reuters)
Be in the know. 30 key reads for Sunday…
Oil Players put out Carbon/ESG Plans to attract Institutional Investors back into the fold (Important Point Covered in this Week’s VideoCast):
- Occidental Petroleum Claims Green Push ‘Does More Than Tesla’ (hartenergy)
- ExxonMobil is doing its part to address the dual challenge of ensuring the world has the energy it needs while also minimizing climate-change risks (ExxonMobil)
- We’re charged up: Canada’s Electric Highway (Suncor)
- BP sets ambition for net zero by 2050, fundamentally changing organisation to deliver (BP)
- Shell unveils plans to become net-zero carbon company by 2050 (The Guardian)
SUNDAY READS:
- February Almanac: Worst S&P 500 Month of Post-Election Years (Almanac Trader)
- The U.N. Says America Is Already Cutting So Much Carbon It Doesn’t Need The Paris Climate Accord (Forbes)
- 12 Best Utility Stocks To Buy Now (insidermonkey)
- Opinion: Electric Cars’ Looming Recycling Problem (undark)
- How Mat Ishbia Cashed In On The Biggest SPAC Ever: From Benchwarmer To $13 Billion (Forbes)
- The EV Bubble spreadsheet: update uno (Financial Times)
- For Oil Servicers, Adversity Spells Opportunity (Wall Street Journal)
- Auto Investors Are Doing the Charleston (Wall Street Journal)
- Here’s What’s In The Two New Covid Relief Executive Orders Biden Just Signed (Forbes)
- 3 Reasons The Major Bank Stocks Should See Better Returns (Forbes)
- The NHL’s Highest-Paid Players 2021 (Forbes)
- U.S. factory activity near 14-year high; home sales rise in December (Reuters)
- ECRI Weekly Leading Index Update: WLI Highest Since Jan 2020 (advisorperspectives)
- Here are Larry King’s 10 most memorable interviews (New York Post)
- 5 Must-See Blockbuster Movies Coming Out in 2021 (Men’s Journal)
- this meme-generator puts bernie sanders anywhere on google street view (designboom)
- UFC 257: Where does Conor McGregor go from here? (espn)
- 10 free online classes from Harvard to learn something new (Mashable)
- Nobody — And We Mean Nobody — Was Consistently Great Like Hank Aaron (538)
- 9 Heavy-hitting Facts About the Greatest, Muhammad Ali (howstuffworks)
- The Glorious Fish and Chips at Dame (New Yorker)
- Why the Cost of Shipping Goods From China Is Soaring (Podcast) (Bloomberg)
- Sotheby’s is Selling the Ultimate Renaissance Painting (Town & Country)
- Inside Ford’s Plans to Become an EV Leader (Road and Track)
- Bullish Stock Bets Explode as Major Indexes Repeatedly Set Records (Wall Street Journal)