- Bank Stocks Could Be Set to Boom Under the Biden Administration (Barron’s)
- US banks release billions from reserves foreseeing lower Covid losses (Financial Times)
- A ‘Very Young’ Bull Market in Stocks Is Still Minting Believers (Bloomberg)
- America’s Big Banks Girded for a Wave of Bad Loans. They’re Still Waiting. (Wall Street Journal)
- Why Energy Could Have a Tesla-Like 2021 (Barron’s)
- The Dow Dropped Exxon Mobil in August. But as Oil Prices Rise, So Does Its Stock. (Barron’s)
- Blankfein Called It, Now the Whole World Is Watching Commodities (Bloomberg)
- Defense Challenges Awaiting Biden: From Kim Jong Un to Budgeting (Bloomberg)
- Charlie Munger: What Makes a Great Investor (Novel Investor)
- We Are What We Remember (Farnam Street)
- Wells Fargo records rare profit beat as credit costs fall (New York Post)
- Welcome to the Roaring ’20s, but Maybe Not for Stocks (Barron’s)
- JPMorgan posts strong final quarter of 2020, sounds optimistic for 2021 (New York Post)
- Xi Jinping asks ex-Starbucks CEO for help with US-China relations (New York Post)
- Howard Marks: Something of Value (oaktreecapital)
- Which Parts of Biden’s Stimulus Can Get Enacted Fast? (Bloomberg)
- U.S. Officials Plead for More Use of Languishing Antibody Drugs (Bloomberg)
- GM Working on Expanding Corvette Line With Crossover SUV (Bloomberg)
- Warren Buffett blasted Bitcoin as a worthless delusion and ‘rat poison squared.’ Here are his 16 best quotes about crypto. (BusinessInsider)
- Bank stocks are market favorites in 2021: Investment strategist (Fox Business)
- Biden called his $1.9 trillion relief plan the ‘first step.’ Here’s his idea for Part Two (MarketWatch)
- How Joe Biden’s stimulus plan shook up global financial markets (Financial Times)
- Kim Jong Un Offers a Rare Sneak Peek at North Korea’s Weapons Program (Wall Street Journal)
- Boeing’s Other Big Problem: Fixing Its Space Program (Wall Street Journal)
- Have Large-Growth Stocks Peaked? (Morningstar)
- LNG rally heralds more volatile gas prices to come (Financial Times)
- Bridgerton and the art of power dressing (Financial Times)
- Political Conflict & Markets (investoramnesia)
- Biden to Face a China Intent on Leading the World in Technology (Bloomberg)
- JPMorgan Lending Ratio Falls as Bank Is Flooded With Deposits (Bloomberg)
- Investors should avoid bonds: Wharton’s Jeremy Siegel (CNBC)
- The Periodic Table of Commodity Returns (2021 Edition) (visualcapitalist)
- Biden Proposes Bigger Federal Role in Vaccinations (Wall Street Journal)
- FAA Approves Fully Automated Commercial Drone Flights (Wall Street Journal)
- China’s Xi Looks to Take Advantage of a Strong Economic Hand (Wall Street Journal)
- Welcome to the Roaring ’20s, but Maybe Not for Stocks (Barron’s)
- 3M Stock Is Unloved and Underpriced. Here’s Why It Could Shoot Up Higher. (Barron’s)
- Citigroup Beats Profit Expectations for Fourth Quarter (Wall Street Journal)
- Why Toll Brothers Is a Play on the ‘Single-Family Supercycle’ (Barron’s)
- Biden’s ‘rescue America’ plan is big. How its trillions could help both Wall Street and Main Street (MarketWatch)
Tag: StockMarket
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 65
Article referenced in VideoCast above:
TikTok until the Stock Market “Ghosts” us (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 55
Article referenced in podcast above:
TikTok until the Stock Market “Ghosts” us (and Sentiment Results)…
Where is money flowing today?
Data Source: Finviz
Tom Hayes – The Claman Countdown – Fox Business Appearance – 1/15/2021
Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – January 12, 2021
Be in the know. 17 key reads for Friday…
- JPMorgan’s Wall Street Strength Draws a Record Quarterly Profit (Bloomberg)
- Here Are the Major Parts of $1.9 Trillion Biden Relief Plan (Bloomberg)
- Banks Boycott! The Energy Report 01/15/2021 (Phil Flynn)
- Buy any ‘sell-the-news reactions’ in the banks after earnings, market analyst says (CNBC)
- 6 Bank Stocks That Could Stand Out as the Sector Soars (Barron’s)
- Brazil’s Stocks Are in the Bargain Basement. Investors Should Start Shopping. (Barron’s)
- Value stocks are about to come out of their coma, says index fund powerhouse Vanguard (MarketWatch)
- Boeing Has a 787 Problem. But Investors Needn’t Worry. (Barron’s)
- With Rare Speed, Gene Editing Emerges as Biotech’s New Cutting Edge (Barron’s)
- Apache, Devon Energy, and EOG Are a Few of the Oil and Gas Industry’s ‘Democrat Darlings’ (Barron’s)
- Higher Dividend Tax Looks Possible for Top Earners Under Biden Administration (Barron’s)
- Delta Looks Toward Recovery After Dark Pandemic Winter (Wall Street Journal)
- Investors Find Value in Low-Rated Loans (Wall Street Journal)
- Why Finding Workers Is Getting Harder for U.S. Homebuilders (Bloomberg)
- U.S. producer prices increase moderately in December (Reuters)
- Wells Fargo profit beats Wall Street estimates as credit costs fall (Reuters)
- An S.U.V.? Ferrari Sees the Writing on the Road (New York Times)
Tom Hayes – Quoted in Reuters article – 1/14/2021
Thanks to Chibuike Oguh for including me in his article on Reuters today. You can find it here:
Where is money flowing today?
Data Source: Finviz
Be in the know. 25 key reads for Thursday…
- Why Wells Fargo Can Grow Faster Than Other Banks (Barron’s)
- JPMorgan, Wells Fargo & Citigroup may kick off a banner earnings season (Fox Business)
- Wall Street Fumes Over Last-Minute Rule From Bank Watchdog (Bloomberg)
- What to Expect From Bank Earnings Reports (Barron’s)
- TikTok until the Stock Market “Ghosts” us… (ZeroHedge)
- BlackRock Stock Gains as Earnings Top Forecasts. It Wasn’t Just ETFs. (Barron’s)
- The Political Pendulum Swings, but the Economy Does Its Own Thing (Barron’s)
- Boeing and 10 Other Companies That Don’t Have to Worry About Biden Raising Taxes (Barron’s)
- What’s up with WhatsApp? Everything you need to know about the shift to Signal (fnLondon)
- 5 Stocks That Could Pop After Earnings — and 5 That Are Ready to Drop (Barron’s)
- New Data Boosts Confidence In J&J Vaccine (Barron’s)
- Goldman Sachs says the S&P 500 will rise 14% in 2021. Here’s the road map (MarketWatch)
- It Could Be a Big Year for Bank Mergers. Here Are Names to Watch. (Barron’s)
- Spike in Gas Prices Drove Up Consumer Prices Last Month (Barron’s)
- Stocks Are Less Driven by Macro Forces. Keep Stock Picking. (Barron’s)
- Fed survey finds economy slowing in some areas of country (Fox Business)
- OPEC Monthly Report Signals Demand Optimism, On Track To Drain Oil Inventories (ZeroHedge)
- Biden to unveil plan to pump $1.5 trillion into pandemic-hit economy (Reuters)
- Option Trader Bets $4M On Citigroup Stock Ahead Of Q4 Earnings (Benzinga)
- Investors Bet U.K. Stocks Can Banish Brexit Blues (Wall Street Journal)
- Manhattan Bargain-Hunters Drive a 94% Jump in Apartment Leases (Bloomberg)
- CEO of world’s largest money manager sees stocks rallying in 2021 but not as much as last year (CNBC)
- Delta halves cash burn in fourth quarter, narrows losses to cap worst year ever (CNBC)
- How to stay in stocks if the record market has you fearing bubble (CNBC)
- All theories of what generates higher inflation are pointing in the same direction – up: Fed’s Bullard (MarketWatch)
TikTok until the Stock Market “Ghosts” us (and Sentiment Results)…
This week we’re going to have a little fun with our note. Many people know TikTok solely as the ByteDance owned social network app that President Trump attempted to ban. Continue reading “TikTok until the Stock Market “Ghosts” us (and Sentiment Results)…”