- A long winter for value investing could be ending. (Barron’s)
- Intel Can Shine Again (Barron’s)
- Moore’s Law Is Ending. Here’s What That Means for Investors and the Economy. (Barron’s)
- Yellen Under Consideration by Biden Team for Treasury Chief (Bloomberg)
- The Transcript 11.09.20 (quotes from this week’s earnings calls) (theweeklytranscript)
- Vaccine Bursts Bubble of Concern Over Dot-Com Level Valuations (Bloomberg)
- Value Investor Insight (OakMark)
- Pfizer Vaccine Brings Vision of Relief Even as Pandemic Rages On (Bloomberg)
- Learning From Cornelius Vanderbilt (IMC)
- Brothers Build $22 Billion Fortune on Hope for Covid-19 Vaccine (Bloomberg)
- How Allbirds Became Silicon Valley’s Favorite Sneaker (Wall Streeet Journal)
- Warren Buffett and Charlie Munger on Investing in Tobacco Stocks (dividendgrowthinvestor)
- Hedge funds hit after abrupt market pivot on vaccine (Financial Times)
- Horses for Courses (Verdad)
- Traditional Investments Can Weather Inflation (Morningstar)
- Stock market investors start to look beyond coronavirus (Financial Times)
- Learning Through Play (Farnam Street)
- Value Stocks May Have Done a Lot Better Than You Think (Wall Street Journal)
- Why Berkshire Hathaway Continues to Own Struggling Businesses (gurufocus)
- Warren Buffett likely bought back $2.4 billion of Berkshire Hathaway stock in October, boosting repurchases to a record $18 billion this year (Business Insider)
- Characteristics of High-Quality Compounders (vintagevalueinvesting)
- Paul Tudor Jones: The Mental Obstacles of Investing (NovelInvestor)
- These are the 14 value stocks that top-performing investment newsletters like the most (MarketWatch)
- Here are 20 stocks that may benefit as investors rotate money into cyclical sectors (MarketWatch)
- Want to become a better investor? Here are 5 lessons from Warren Buffett. (USA Today)
Tag: StockMarket
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 56
Article referenced in VideoCast above:
The Louis Armstrong, “What a Wonderful World” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 46
Article referenced in podcast above:
The Louis Armstrong, “What a Wonderful World” Stock Market (and Sentiment Results)…
Unusual Options Activity – Phillips 66 Partners LP (PSXP)
Data Source: barchart
Today some institution/fund purchased 3,764 contracts of June $35 strike calls (or the right to buy 376,400 shares of Phillips 66 Partners LP (PSXP) at $35). The open interest was just 155 prior to this purchase. Continue reading “Unusual Options Activity – Phillips 66 Partners LP (PSXP)”
Insider Buying in Tiptree Inc. (TIPT)
On Nov 12, 2020, Dominique Mielle – Director of Tiptree Inc. (TIPT) – purchased 20,000 shares of TIPT at $5.22. Her out of pocket cost was $104,400.
Where is money flowing today?
Data Source: Finviz
Be in the know. 17 key reads for Friday…
- Why Value Stocks’ Gains Might Be Real This Time (Barron’s)
- Stocks in these 11 industries are set to rocket higher once a COVID-19 vaccine is approved, UBS says (Business Insider)
- Disney’s Stream Is Floating an Awfully Big Ship (Wall Street Journal)
- Apple doc ‘Becoming You’ shows what happens when parents don’t coddle kids (New York Post)
- Why healthcare stocks are the best value sector to buy right now, according to a Goldman Sachs stock chief (Business insider)
- Markets Are Already Pricing a Successful Moderna Vaccine Shot (Bloomberg)
- DoorDash makes U.S. IPO filing public, reveals rapid revenue growth (Reuters)
- Palantir boosts its full-year revenue outlook (Fox Business)
- Betting Odds, Picks For 2020 Masters Tournament: DeChambeau, Johnson And Tiger (Benzinga)
- We’ll Be Home For Christmas. The Energy Report 11/13/2020 (Phil Flynn)
- 15 Stocks That Held Up Amid This Week’s Wild Swings (Barron’s)
- Quant Shock That ‘Never Could Happen’ Hits Wall Street Models (Bloomberg)
- ‘Help is coming — and it’s coming soon’: Dr. Fauci outlines when COVID-19 vaccine will be available to all Americans (MarketWatch)
- It’s Time to Get ‘Aggressive’ on Bank Stocks. Here’s Why. (Barron’s)
- Pfizer’s Vaccine Is a Pick-Me-Up for Value Stocks (Wall Street Journal)
- Scanwell Aims to Offer Instant At-Home Covid Antibody Test (Wall Street Journal)
- Oil Forecasters’ Gloom Eclipsed by Vaccine Hope (Wall Street Journal)
Where is money flowing today?
Data source: Finviz
Be in the know. 21 key reads for Thursday…
- Overall Consumer Prices Were Unchanged in October (Barron’s)
- Companies with more women in management have outperformed their more male-led peers, according to Goldman Sachs (Business Insider)
- 6 Bank Stocks That Could Be Winners in 2021 (Barron’s)
- The Louis Armstrong, “What a Wonderful World” Stock Market (and Sentiment Results)… (ZeroHedge)
- AC/DC’s Wild Ride on the ‘Highway to Hell’ (Wall Street Journal)
- Alibaba Sets ‘Singles Day’ Sales Record (Wall Street Journal)
- Hollywood gets back to work as film permits rise 24 percent (New York Post)
- U.S. Initial Jobless Claims Decline by the Most in Five Weeks (Bloomberg)
- Moderna Poised to Take Vaccine Spotlight With Data Due (Bloomberg)
- Oil CEOs believe a demand recovery is coming, but volatility is here to stay (CNBC)
- ‘Help is coming — and it’s coming soon’: Dr. Fauci outlines when COVID-19 vaccination will be available to all Americans (MarketWatch)
- Energy Assault. The Energy Report 11/12/2020 (Phil Flynn)
- Google releases predictions of popular holiday gifts (USA Today)
- The stock market’s fear gauge is approaching a key technical level that could signal further upside for equities, Fundstrat’s Tom Lee says (Business Insider)
- Nissan Is an Unlikely Pandemic Winner (Wall Street Journal)
- Landowners in America: These people own the most land in the U.S. (USA Today)
- Bridgewater’s Dalio Sees Governments Banning Bitcoin Should It Become ‘Material’ (Yahoo! Finance)
- Rob Arnott Sees Value Recovery Taking Root After Worst Meltdown Since 1931 (Institutional Investor)
- Consumer Sentiment Edges Higher – BofA Securities (Street Insider)
- American Airlines restarts China flights, bringing U.S. weekly total to 10 (Fox Business)
- Buy Raytheon, Spirit Because of Pfizer’s Vaccine News, Analyst Says. Here’s How Far Those Stocks Can Run. (Barron’s)
The Louis Armstrong, “What a Wonderful World” Stock Market (and Sentiment Results)…
This week, we chose Louis Armstrong’s, “What a Wonderful World” as the theme song to capture market sentiment. Continue reading “The Louis Armstrong, “What a Wonderful World” Stock Market (and Sentiment Results)…”