Tag: StockMarket

Tom Hayes – Mark Simone Show Appearance with Larry Mendte on 710 WOR – 11/25/2020

Mark Simone Show Appearance with Larry Mendte on 710 WOR – Thomas Hayes – Chairman of Great Hill Capital – November 25, 2020.

Thanks to the legendary Larry Mendte for inviting me on the Mark Simone Show today to talk Stock Market and the Economy.

Mendte has over 80 Regional Emmy Awards from the New York, San Diego, Chicago and Philadelphia markets, and holds the record in several categories in Philadelphia and Chicago. In Philadelphia, he has won a record 4 Emmy Awards in the Outstanding Anchor category and seven in various writing categories.

Be in the know. 12 key reads for Wednesday…

  1.  Equal-Weighted Indexes Are Winning—and That’s a Good Sign for Stocks (Barron’s)
  2. Deere’s Blowout Earnings Are Good News for Caterpillar and Others (Barron’s)
  3. 4 Energy Companies Pumping Out Cash for Dividends (Barron’s)
  4. A Homebound Nation Goes All Out With Lavish Christmas Decorations (Wall Street Journal)
  5. Durable Goods Orders Expand Faster Than Expected in October (Bloomberg)
  6. U.S. Corporate Profits Surge at Record Pace, GDP Report Shows (Bloomberg)
  7. Wall Street Dealers in Hedging Frenzy Get Blamed for Volatility (Bloomberg)
  8. Another record low mortgage rate just caused demand to jump for both refinances and home purchases (CNBC)
  9. Dow 30,000 could draw in investors from the sidelines with more stocks participating in the next leg (CNBC)
  10. ECB says European banks can restart dividend payments next year if they show resilience, according to a report (Business Insider)
  11. The ‘surprisingly robust’ stock market will finish the year strong — and wary traders should stay invested, says Fundstrat’s Tom Lee (Business Insider)
  12. Oil’s Surge Toward $50 Risks Giving OPEC+ Yet Another Headache (Bloomberg)

Unusual Options Activity – Exxon Mobil Corporation (XOM)

Data Source: barchart

Today some institution/fund purchased 5,414 contracts of Jan 2023 $30 strike calls (or the right to buy 541,400 shares of Exxon Mobil Corporation (XOM) at $30). The open interest was just 956 prior to this purchase. Continue reading “Unusual Options Activity – Exxon Mobil Corporation (XOM)”

Be in the know. 22 key reads for Tuesday…

  1. Raymond James Upgrades Wells Fargo (WFC) Two-Notches to Outperform on Positive Catalysts (Street Insider)
  2. Why Wells Fargo Stock Is a Buy (Barron’s)
  3. Energy and Travel Stocks in Europe Are Flying Again. Here’s Why. (Barron’s)
  4. Biden Taps Janet Yellen for Treasury Secretary. What to Know About the Pick. (Barron’s)
  5. ‘The Queen’s Gambit’ Sends Chess Set Sales Soaring (New York Times)
  6. Why Now May Be the Time to Buy Health Care Stocks (Barron’s)
  7. Emerging Market Value Stocks Are Cheap and Attractive (Barron’s)
  8. Brent crude oil sees highest finish since March as positive vaccine news mounts (MarketWatch)
  9. GE Stock Is Soaring With Manufacturing, Consumer-Services on Upbeat PMI Data (Barron’s)
  10. GE Is Buying Again, Making Its First Deal Under Culp (Barron’s)
  11. Cyclicals Lead Global Stocks Higher; Dollar Drops: Markets Wrap (Bloomberg)
  12. 8 Stocks Warren Buffett Just Bought (Yahoo! Finance)
  13. Los Angeles County says science fueling new rules – but is it? Here are the stats (Fox Business)
  14. Why Treasury Secretary is Biden’s most crucial Cabinet pick (Yahoo! Finance)
  15. Opinion: Here are your odds that stock prices will be higher at the end of 2021 (MarketWatch)
  16. These five cyclical stocks could rocket when a Covid-19 vaccine drops, says Morgan Stanley (fnlondon)
  17. Home prices see biggest spike in 6 years in September, according to S&P Case Shiller (CNBC)
  18. Jim Cramer unveils list of ‘return to normalcy’ stocks to buy on vaccine optimism (CNBC)
  19. Economists are calling for more stimulus checks. Here’s where assistance plans stand (CNBC)
  20. U.S. Economic Activity Picks Up on Postelection Lift, Vaccine Results (Wall Street Journal)
  21. New York City Needs Federal Funds to Recover Economic Footing, Mayor Says (Wall Street Journal)
  22. Facebook Ads Could Be Reaching Saturation Point (Wall Street Journal)

Be in the know. 10 key reads for Monday…

  1. First coronavirus immunizations could come Dec. 12, says head of federal vaccine-development program (MarketWatch)
  2. AstraZeneca’s Covid-19 Vaccine Can Be up to 90% Effective. Why That’s Good News. (Barron’s)
  3. Credit the ‘Vaccine Put’ for Helping Stocks Look Past Bad Headlines (Barron’s)
  4. Treasury yields climb amid further Covid-19 vaccine developments (CNBC)
  5. The End of the Tunnel. The Energy Report 11/23/2020 (Phil Flynn)
  6. Joel Greenblatt – Common Sense for Value at Gotham Capital (EP.165) (capitalallocatorspodcast)
  7. Regeneron COVID-19 antibody given emergency authorization by FDA (Fox Business)
  8. How To Invest Like Carl Icahn (Yahoo! Finance)
  9. Ex-Hockey Player Steers Hedge Fund to Record Bullish Bet on Oil  (Bloomberg)
  10. Bank Stocks Already Had a Wild 2020. Then November Got Even Crazier. (Wall Street Journal)

Be in the know. 15 key reads for Sunday…

  1. How Wall Street Legend Michael Milken Became One of the Most Influential Financiers Ever (Maxim)
  2. FDA authorizes Regeneron’s Covid treatment, taken by Trump, for emergency use (CNBC)
  3. Editor’s Choice: The AC/DC ‘Thunderstruck’ Stock Market (And Sentiment Results)… (SeekingAlpha)
  4. Adam S. Posen on the Need for Fiscal Stimulus (Podcast) (Bloomberg)
  5. Parler Makes Play for Conservatives Mad at Facebook, Twitter (Wall Street Journal)
  6. The Thanksgiving Trade (Almanac Trader)
  7. Top 10 Stocks Billionaire Daniel Loeb Just Bought (InsiderMonkey)
  8. ECRI Weekly Leading Index Update (advisorperspectives)
  9. With new ‘elegant chemo,’ Israeli scientists edit genome to destroy cancer DNA (timesofisrael)
  10. First Drive: The Aston Martin Callum Vanquish 25 Is a Tour de Force in Power and Presentation (Robb Report)
  11. How Julia Child Used First Principles Thinking (Farnam Street)
  12. What Michael Jordan’s Relentless Drive Can Teach Us About Working Through a Crisis (entrepreneur)
  13. The Transcript 11.16.20 (Weekly Quotes From Earnings Calls):  (theweeklytranscript)
  14. The NOVITEC McLaren 620R Coupe is Based on One of The Most Successful Builds in GT4 Racing (luxuo)
  15. It Sure Looks Like Humans Have Found a Way to Reverse Aging (popularmechanics)

Be in the know. 20 key reads for Saturday…

  1. Interesting take on “output gap” by Jim Paulsen of Leuthold. Very constructive: (CNBC)
  2. 7 reasons why energy stocks will be 60% higher a year from now (MarketWatch)
  3. Mnuchin defends ending crisis lending tools amid split with Fed (Financial Times)
  4. Dolly Parton, the country singer trying to cure the world’s ills (Financial Times)
  5. Covid kills, but do we overestimate the risk? (Financial Times)
  6. How Jeff Bezos Built One of the World’s Most Valuable Companies (Harvard Business Review)
  7. Why value investing still works in markets (Financial Times)
  8. Liberty Media chairman says he’s buying hard assets in bet on currency devaluation (CNBC)
  9. Opinion: The Dow has completely recovered its 2020 bear-market loss. Here’s what comes next (MarketWatch)
  10. Lending Facilities Were a “Great Success!”  Secretary Mnuchin’s interview with Jim Cramer regarding Lending Facilities expiration and what to do with the $580B of unused taxpayer money (Hedge Fund Tips)
  11. Five U.S. agencies have started telling employees they could get Covid vaccine shots in 8 weeks (CNBC)
  12. Jim Cramer’s week ahead: Start of a ‘seasonally strong period’ for stocks (CNBC)
  13. The stock market will surge 26% next year as it has ‘one of the best setups’ in years, JPMorgan says (Business Insider)
  14. Stocks still have major upside potential with the Fed poised to backstop sluggish stimulus progress, says the world’s largest wealth manager (Business Insider)
  15. It’s Getting Very Costly to Worry About Covid in Stock Market (Bloomberg)
  16. Chef Mark Hix’s Fish House Burger Puts Prawns in a Bun (Bloomberg)
  17. Investors Look Past the Chaos and Throw $53 Billion at Stocks (Bloomberg)
  18. Credit the ‘Vaccine Put’ for Helping Stocks Look Past Bad Headlines (Barron’s)
  19. The Mall Isn’t Dead. It’s Time to Shop for Simon Property Group Stock. (Barron’s)
  20. 20 International Stocks You Don’t Want to Miss, According to Barron’s Investing Experts (Barron’s)