Thanks to Devik Jain and Medha Singh for including me in their article on Reuters today. You can find it here:
Tag: StockMarket
Be in the know. 20 key reads for Monday…
- Gilead raises 2020 profit forecast on remdesivir strength (CNBC)
- Exxon Mobil upgraded to Overweight from Equal Weight at Morgan Stanley (TheFly)
- Biden’s Big Decision on Tech Taxes (Wall Street Journal)
- Covid-19 Vaccine Rollout Goes Smoothly in Connecticut (Wall Street Journal)
- Stock market exuberance is here to stay, Credit Suisse says. Here’s why investors can be positive (MarketWatch)
- JPMorgan Chase, Wells Fargo, Delta, TSMC, and Other Stocks to Watch This Week (Barron’s)
- ‘Prepare to lose all your money’ — regulator’s blunt warning on bitcoin and other cryptocurrencies (MarketWatch)
- Earnings Season Is About to Begin. What to Expect. (Barron’s)
- Nearly $170 billion wiped off cryptocurrency market in 24 hours as bitcoin pulls back (CNBC)
- Twitter Shares Under Pressure After Ban on Trump’s Account (Barron’s)
- Wall Street analysts are cautiously optimistic on J&J’s ‘one-dose’ Covid vaccine (CNBC)
- Goldman, JPMorgan, Citi Suspend Political Donations (Bloomberg)
- Trump’s social media bans are raising new questions on tech regulation (CNBC)
- Pickup trucks dominate America’s 10 best-selling vehicles of 2020 (CNBC)
- Gene-Therapy Firm Bluebird Bio Is Spinning Off Its Cancer Programs (Bloomberg)
- Moderna to develop vaccine candidates for seasonal flu, HIV (MarketWatch)
- BioNTech to target supply of up to 2 billion doses of COVID-19 vaccine in 2021 (MarketWatch)
- Israel Plans to Vaccinate Everyone by March. Here’s How. (Wall Street Journal)
- Ban on Chinese Stocks Roils Investors (Wall Street Journal)
- Barron’s Picks And Pans: Dividend Aristocrats, Alibaba, GameStop, Walmart And More (Yahoo! Finance)
IBD 50 Growth Index (top 30 weights) Earnings Estimates
In the spreadsheet above I have tracked the earnings estimates for the top 30 weighted stocks in the IBD 50 Growth Index (ETF: FFTY) Continue reading “IBD 50 Growth Index (top 30 weights) Earnings Estimates”
Russell 2000 (top weights) Earnings Estimates
In the spreadsheet above I have tracked the earnings estimates for the top weighted Russell 2000 small cap stocks. I have columns for what the 2021 estimates were on 11/10/2020 and today. Continue reading “Russell 2000 (top weights) Earnings Estimates”
Be in the know. 12 key reads for Sunday…
- Bank Stocks Are Back in Vogue on Stimulus, Interest-Rate Outlook (Bloomberg)
- OPEC crude output cuts should help U.S. shale profits in 2021 (Reuters)
- How to Turn $3,000 Into $41 Million: Investing Lessons From a Century (Barron’s)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- TEN-YEAR TREASURY YIELD EXCEEDS 1% FOR FIRST TIME SINCE MARCH — THAT’S HELPING MAKE FINANCIALS THE DAY’S STRONGEST SECTOR — MATERIALS AND INDUSTRIALS HIT RECORDS (StockCharts)
- Markets Update: 2021 Global Growth Outlook (GoldmanSachs)
- Here’s Why Formula 1 Can’t Go Electric Yet, Explained with Simple Science (TheDrive)
- Chess Grandmaster Hikaru Nakamura on Twitch Streaming and ‘The Queen’s Gambit’ (Bloomberg)
- Transition 2021: What Will Biden’s Trade Policy Look Like? (CFR)
- Why Breathing Through Your Nose Is Best (howstuffworks)
- 2021 Performance Car of the Year (Road and Track)
- “Jootsing”: The Key to Creativity (Farnam Street)
Be in the know. 30 key reads for Saturday…
- JP Morgan Guide To The Markets Q1 2021 (JP Morgan)
- Here Comes Joe Biden’s Washington. Consider These Stocks and Funds for Your Portfolio. (Barron’s)
- The Risks Are Rising for Big Tech (Barron’s)
- China will vie to become world financial centre, says Ray Dalio (Financial Times)
- Dr. Jim Loehr on Mental Toughness, Energy Management, the Power of Journaling, and Olympic Gold Medals (#490) (Tim Ferriss)
- The Great Wisdom of Sam Zell (Real Vision)
- 33 Undervalued Stocks for 2021 (Morningstar)
- Energy Remains the Most Undervalued Sector (Morningstar)
- Value and Growth Are Attached at the Hip (dividendgrowthinvestor)
- Bill Miller 4Q 2020 Market Letter (Miller Value)
- Is Value Investing Dead? Not So Fast, Says A Recent Study (Forbes)
- Why Rookie CEOs Outperform (Harvard Business Review)
- 5 Investing Insights from Charlie Munger (2020) (behavioralvalueinvestor)
- 20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021? (thetwentyminutevc)
- Rob Arnott On Why Value Investing Is Here to Stay (Rob Arnott)
- The Best Time to Invest in Value (Validea)
- Wall Street Is the Most Bullish on Commodities in a Decade (Bloomberg)
- Stocks enter the manic, exuberant bull market stage, but that doesn’t mean it’s near ending (CNBC)
- Warren Buffett’s Equity Bond Method Explained (vintagevalueinvesting)
- Finding Value In The Stocks 2020 Left Behind (boyarvaluegroup)
- Kamala Harris’ top economic advisor is another BlackRock exec (New York Post)
- Bitcoin rally may be the ‘mother of all bubbles’ says BofA (CNN)
- Warren Buffett’s Latest Challenger Will Fizzle Like the Rest (Wall Street Journal)
- ‘Big Short’ investor Michael Burry predicts Tesla stock will collapse like the housing bubble: ‘Enjoy it while it lasts’ (Business Insider)
- Tom Brady Is 43. He’s Playing Like He’s 28. (Wall Street Journal)
- Rental Home Construction Climbs as Purchase Prices Surge (Wall Street Journal)
- Earnings Season Is About to Begin. Investors Are Already Looking Past it. (Barron’s)
- Oldies but Goodies: Some Century-Old Stocks Still Deliver (Barron’s)
- This Is What’s Driving Stocks to Records as the Nation Reels (Barron’s)
- Tiny Satellites Will Connect Cows, Cars and Shipping Containers to the Internet (Wall Street Journal)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 64
Article referenced in VideoCast above:
The Yogi Berra, “Fork in the Road” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 54
Article referenced in podcast above:
The Yogi Berra, “Fork in the Road” Stock Market (and Sentiment Results)…
Where is money flowing today?
Data Source: Finviz
Be in the know. 10 key reads for Friday…
- The Unbeatable Ed Hyman (Institutional Investor)
- Peak Oil? Drivers—and Voters—Could Delay It for Years (Wall Street Journal)
- Pfizer–BioNTech vaccine appears to protect against U.K. and South African COVID-19 strains in lab, study finds (MarketWatch)
- 10 stock picks in the industry that are pegged to economic reopening (Business Insider)
- Saudi Prince Hits a New Year Reset by Making Allies Not Enemies (Bloomberg)
- A Case to Buy Regeneron Stock After Its Recent Tumble (Barron’s)
- Rotation is picking up speed, December fund flow data show (MarketWatch)
- Big Oil and Shale Producers Ride Crude Price Run-Up (Barron’s)
- JPMorgan Chase Gets Two Upgrades Before Earnings Next Week (Barron’s)
- Opinion: Here’s why you should remain bullish on the stock market (MarketWatch)