~200 Managers overseeing $500B AUM responded to this month’s BofA survey. Continue reading “August Bank of America Global Fund Manager Survey Results (Summary)”
Tag: StockMarket
Be in the know. 10 key reads for Tuesday…
- Big Deals Return as Mergers Show Signs of a Rebound. Here’s Why. (Barron’s)
- Oracle (Yes, Oracle) Reportedly Enters Bidding for TikTok’s U.S. Unit (Barron’s)
- The Storied French Brand Delage Returns, Aiming at Both Road and Track (Barron’s)
- Worried About Inflation? Bonds and Gold Don’t Care (Bloomberg)
- Walmart second-quarter results crush estimates, as e-commerce sales jump 97% (CNBC)
- Home Depot quarterly sales soar 23% as consumers take on more DIY projects in pandemic (CNBC)
- Kohl’s shares jump as quarterly sales hold up better than expected in pandemic (CNBC)
- Wealthier parents are more likely to send their kids back to physical classrooms — here’s why (MarketWatch)
- Bank of America Clients With $489 Billion Finally Trust This Bull Market (Bloomberg)
- Gilead announces another cancer deal (MarketWatch)
Tom Hayes – Quoted in Reuters article – 8/17/2020
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. 10 key reads for Monday…
- Cyclical Stocks Are Leading the Latest Leg of the Market’s Recovery (Wall Street Journal)
- Goldman Boosts S&P 500 Target by 20% as Strategists Catch Up (Bloomberg)
- Markets should be pricing in would-be Biden win already — they’re not (New York Post)
- Home Depot Braced for Covid Pain—Then Americans Remodeled (Wall Street Journal)
- Low Rates Push Homebuilder Optimism to Highest Since 1998 (Bloomberg)
- PBOC Adds Cash to Ease Liquidity Stress With Rate Unchanged (Yahoo! Finance)
- Oil Flows. The Energy Report (Price Group)
- 6 Stocks to Buy Now That Should Capitalize on the Economic Recovery (24/7 Wall Street)
- Stock Rally Gives Commodities New Shine (Wall Street Journal)
- Interior Secretary to Approve Oil Drilling Program in Alaska’s Arctic Refuge (Wall Street Journal)
Be in the know. 20 key reads for Sunday…
- Speculation & Innovation: The long history of electric cars (Investor Amnesia via The Big Picture)
- Top 10 Yachts Scheduled To Be At The Upcoming 2020 Cannes Yachting Festival (Forbes)
- The Master and the Prodigy (Project Syndicate)
- DOLLY PARTON Steers Her Empire Through the Pandemic — and Keeps It Growing (Billboard)
- Hedge Fund and Insider Trading News: John Thaler, Jim Simons, Jeffery Smith, Ray Dalio, Red Rock Resorts Inc (RRR), Zoom Video Communications Inc (ZM), and More (Insider Monkey)
- Another Roaring Twenties May Be Ahead (Yardeni)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- The 22 most expensive houses in the world (James Edition)
- The 2020 Ferrari F8 Spider Is a 710-Horsepower Smile Generator (Men’s Journal)
- Here’s How Well A 2021 Ford Bronco Sport Can Go Off-Road In The Toughest Terrain In America (Digg)
- Principles for Building Better Health Insurance (Manhattan Institute)
- The 1918 Flu Faded in Our Collective Memory: We Might ‘Forget’ the Coronavirus, Too (Scientific American)
- In coronavirus housing market, ‘better to be seller than buyer’ (Fox Business)
- The Economics of Gods and Mortals (NPR Planet Money)
- Think the Founding Fathers Were a Bunch of Old Men? Think Again (How Stuff Works)
- We Flattened the Curve. Our Kids Belong in School. (The Atlantic)
- Over 100 AMC Movie Theaters Reopen Aug. 20 (PC Mag)
- Yachting Vacations Are More Convenient and Affordable Than You Think (Just Luxe)
- Here’s One Way to Make Fusion Reactors Much Better (Popular Mechanics)
- “She Sticks Her Finger Right Into the Socket”: How ‘Ozark’ Star Julia Garner Became a Scene-Stealer and Emmy Favorite (Hollywood Reporter)
Be in the know. 20 key reads for Saturday…
- Warren Buffett Sold 26% of his Wells Fargo Position. Billionaire Hedge-Fund Manager David Tepper Was Buying It. (Barron’s)
- Retail Spending in July Topped Pre-Pandemic Levels (Wall Street Journal)
- The Bear Market Is Nearing an End. The Bubble Might Just Be Getting Started. (Barron’s)
- Merck, Big Pharma’s Quiet Giant, Looks Like a Buy (Barron’s)
- How the 2020 Election Could Affect Health-Care Stocks (Barron’s)
- Tailwinds for Small-Cap Stocks (Barron’s)
- How to Profit From the U.S.-China Cold War (Barron’s)
- U.S. Seizes Iranian Fuel Cargo for First Time (Wall Street Journal)
- Israel, U.A.E. Agree to Establish Formal Diplomatic Ties (Wall Street Journal)
- The Treatment That Could Crush Covid (Wall Street Journal)
- Goldman Sachs says the S&P 500 could climb another 7% from current levels if a ‘more optimistic US GDP forecast’ plays out (Business Insider)
- The Race to Build an American Rare Earths Industry (New York Times)
- Sia — The Alchemy of Blockbuster Songs, Billions of Views, and the Face You’ve Never Seen (#452) (Tim Ferriss)
- New York A-listers in $2bn bidding war to buy the Mets (Financial Times)
- Jeremy Siegel: I think we’re going to have a spending boom in 2021 (CNBC)
- Ariel Investments’ John Rogers Shares Insight About Stocks, Racial Relations (Investor’s Business Daily)
- Cyclical Recovery Coming? (upfina)
- Value Does Not Have To Mean Cheap (Boyar Value)
- Betting Against the Dollar Is More Popular Than Ever, BofA Says (Bloomberg)
- Credit investors go ‘all in’ rather than fight central banks (Financial Times)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 43
Article referenced in VideoCast above:
The Gordon Gekko, “Gridlock is Good” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 33
Article referenced in podcast above:
The Gordon Gekko, “Gridlock is Good” Stock Market (and Sentiment Results)…
Where is money flowing today?
Data Source: Finviz