Yesterday the market got hit on all fronts: Continue reading “The Luke Combs, “When It Rains It Pours” Stock Market (and Sentiment Results)…”
Tag: StockMarket
Unusual Options Activity – Las Vegas Sands Corp. (LVS)
Today some institution/fund purchased 1,750 contracts of Jan. 2022 $77.5 strike calls (or the right to buy 175,000 shares of Las Vegas Sands Corp. (LVS) at $77.5). The open interest was just 768 prior to this purchase. Continue reading “Unusual Options Activity – Las Vegas Sands Corp. (LVS)”
Where is money flowing today?
Data Source: Finviz
Be in the know. 20 key reads for Wednesday…
- A Tiff A Tariff. The Energy Report (Phil Flynn)
- The Tiny Bank That Got Pandemic Aid to 100,000 Small Businesses New York Times)
- ‘Welcome to the age of copper’: Why the coronavirus pandemic could spark a red metal rally (CNBC)
- Low Expectations for Tomorrow: Bank Dividends in Peril With Crisis Veterans Warning of Trouble (Bloomberg)
- Mnuchin Says U.S. May Emerge From Recession by End of Year (Bloomberg)
- Sweden’s Covid Expert Says ‘World Went Mad’ With Lockdowns (Bloomberg)
- The US could slam tariffs on $3.1 billion of European goods, with products like olives, beer, gin, and planes on the list. (Business Insider)
- Hospitals must disclose actual prices for tests and procedures, court rules (MarketWatch)
- Dell Explores Spinoff of $50 Billion Stake in VMware (Wall Street Journal)
- Global Economy Shows Signs of Pulling Out of Its Slump (Wall Street Journal)
- Treasury Dept. May Consider Extending Tax Filing Deadline a Second Time (Wall Street Journal)
- The Coronavirus Savings Glut (Wall Street Journal)
- Housing Market’s Green Shoots (Wall Street Journal)
- Property Owner Simon Sees Buying Tenants as a Way to Boost Malls (Wall Street Journal)
- Walt Disney (DIS) PT Raised to $135 at Morgan Stanley as the Firm Envisions ESPN DTC Product (Street Insider)
- China has picked up its ‘game’ on trade with U.S., Trump adviser says (Reuters)
- The housing market rebound continues (Yahoo! Finance)
- Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor by Seth Klarman, (Capital Allocators)
- Record number of US companies seek relief on loan terms (Financial Times)
- Barron’s on MarketWatch: Japan discovers the problem with yield-curve control — that it works too well (MarketWatch)
Tom Hayes – Cheddar TV Appearance – 6/23/2020
Cheddar TV Appearance – Thomas Hayes – Chairman of Great Hill Capital – June 23, 2020
Thanks to Brad Smith, Nora Ali and Francesca Conti for having me on your show:
Where is money flowing today?
Data Source: Finviz
Tom Hayes – Quoted in Reuters article – 6/23/2020
Thanks to Devik Jain, Medha Singh and Pawel Goraj for including me in their article on Reuters today. You can find it here:
Be in the know. 20 key reads for Tuesday…
- 5 Oil & Gas Stocks That Have Shown They Can Grow Safely (Barron’s)
- The U.S. Economy Is About Halfway Back to Normal, a Weekly Virus-Recovery Indicator Says (Barron’s)
- Trump supports second ‘very generous’ coronavirus stimulus package (New York Post)
- Trump says ‘China trade deal is fully intact’ (Street Insider)
- Gilead Sciences (GILD) will acquire 49.9% equity interest in Pionyr Immunotherapeutic for $275 million (Street Insider)
- Gilead to Begin Human Testing of Inhaled Version of Covid-19 Drug Remdesivir (Wall Street Journal)
- A Weaker Dollar Is Just What the World Needs (Bloomberg)
- Hotel stocks: Bull and bear cases for buying into the travel rebound (CNBC)
- European Economic Data Is V-Shaped, but the Economy Isn’t Wall Street Journal)
- European stocks lifted by PMI numbers (Financial Times)
- Tesla Analyst Estimates ‘Staggering’ 650K Cybertruck Preorders (Benzinga)
- Photo from Pixabay.
- BofA Bullish On Allegiant, Southwest, Says Leisure Travel Recovering (Benzinga)
- BofA Upgrades Concho Resources, Cimarex Energy On Improving Oil Outlook (Benzinga)
- Schwarzman Sees ‘Big V’ Economic Rebound in Next Few Months (Yahoo! Finance)
- Kansas City Southern volumes are ‘improving’ off of early-May bottom; stock gains (MarketWatch)
- Europe’s economy bounced back sharply in June (Business Insider)
- As States Reopen, Workers, Executives Want Government to Make Masks Mandatory (Wall Street Journal)
- Rally in Raw Materials Signals Economic Rebound (Wall Street Journal)
- Coronavirus Cash Needs Prompt Companies to Rethink Investments (Wall Street Journal)
Biotech (top weights) Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Nasdaq Biotech ETF (IBB) top 30 weighted stocks. Continue reading “Biotech (top weights) Earnings Estimates/Revisions”
Basic Materials Sector (XLB) – Earnings Estimates/Revisions
In the spreadsheet above I have tracked the earnings estimates for the Basic Materials Sector ETF (XLB). I have columns for what the 2020 and 2021 estimates were: 4/22/2020 and today. Continue reading “Basic Materials Sector (XLB) – Earnings Estimates/Revisions”