Tag: StockMarket

Be in the know. 10 key reads for Tuesday…

  1. Oil price plunge below zero sends ‘oil tourists’ on wild ride (Reuters)
  2. Risk Parity Is Supposed to Be All Weather. That’s Not Happening. (Institutional Investor)
  3. No One: Absolutely No One: I Wonder What Phil Falcone Is Up To? (Institutional Investor)
  4. Georgia and South Carolina Will Begin To Reopen (Barron’s)
  5. Why Oil Turned Negative (Barron’s)
  6. Schumer says he believes Senate will pass small business relief bill Tuesday (CNBC)
  7. The Fed Is Buying $41 Billion of Assets Daily and It’s Not Alone (Bloomberg)
  8. Ferrari rolls out coronavirus testing to get staff ready for work. (Business Insider)
  9. Opinion: This is the one leading economic indicator stock investors should follow (MarketWatch)
  10. Less Than Zero: What Oil’s Crazy Day Means (Wall Street Journal)

Be in the know. 25 key reads for Monday…

  1. Online Gambling Is Booming Amid the Lockdown (Barron’s)
  2. RBC Capital Upgrades Abbvie (ABBV) to Outperform, Added to Offensive Positioning List (Street Insider)
  3. Twitter goes insane for ‘Last Dance’ premiere (USA Today)
  4. A $1.2 Trillion Fund Says Skip Earnings Season, Buy U.S. Stocks (Bloomberg)
  5. Mnuchin, Democrats Close on Virus Aid Deal Nearing $500 Billion (Bloomberg)
  6. 12 Stocks That Can Rocket Higher — but Aren’t For the Faint of Heart (Barron’s)
  7. Marc Andreessen asks why we don’t build things anymore – here are some possible answers (CNBC)
  8. Cuomo says New York will roll out antibody testing in ‘aggressive way’ this week (CNBC)
  9. Trump to use Defense Production Act to increase swab production amid coronavirus testing shortage (CNBC)
  10. Novartis, US drug regulator agree to malaria drug trial against Covid-19 (CNBC)
  11. Traders are using giant supertankers to store 160 million barrels of oil as the coronavirus torpedoes demand (Business Insider)
  12. ‘Warren Buffett created the template’: Mark Cuban said US officials should copy the investor’s past bailout deals (Business Insider)
  13. Here’s why the U.S. stock market rally has legs, strategist says (MarketWatch)
  14. Muzzled Activists Are Mixed Blessing for Companies (Wall Street Journal)
  15. Computers Were Going to Upend Home Buying. They Didn’t See the Coronavirus Coming. (Wall Street Journal)
  16. Inside Italy’s trials to find effective antibody tests for Covid-19 (CNN)
  17. Buy Stocks at Crisis ‘Epicenter’ as Lows Are In, Top Bull Says (Bloomberg)
  18. Barron’s Picks And Pans: Dropbox, Ford, Johnson & Johnson, Teladoc And More Yahoo! Finance)
  19. Annie Duke – Decision Making in a Crisis (Capital Allocators Podcast)
  20. EXCLUSIVE: Michael Milken lobbying Amazon to distribute free coronavirus tests (Fox Business)
  21. Inside $370B relief deal Mnuchin, Dems are very close to finalizing (Fox Business)
  22. DuPont Earnings Beat Estimates. That Could Help the Stock. (Barron’s)
  23. Governments Face Pressure to Ease Coronavirus Lockdowns (Wall Street Journal)
  24. Oil Plunges by Record to Below $11 With Storage Rapidly Filling (Bloomberg)
  25. Why Deflation Is Poison for Virus-Plagued Economies (Wall Street Journal)

Be in the know. 25 key reads for Sunday…

  1. Typical April Trading: Strength from Start to Finish (Almanac Trader)
  2. ECRI Weekly Leading Index Update: WLIg At Lowest Levels (Advisor Perspectives)
  3. Starting to Think About Opening Day (FuturesMag)
  4. 5 Stock Picks from the Hedge Fund Manager Who Saw The Pandemic Coming (Insider Monkey)
  5. Doug Parker CEO Of American Airlines: US Treasury Has Been “Fair” Regarding Aid (ValueWalk)
  6. NY Fed Pres John Williams on coronavirus “We saw signs of concern and we acted promptly and decisively” (ValueWalk)
  7. Mark Cuban Calls for NBA Restart with No Fans, Says Owners Will Support (Breitbart)
  8. China now has more leading COVID-19 vaccine candidates than any other country (Fortune)
  9. Is remdesivir the drug that can kill the coronavirus? (The Economist)
  10. 16 Fascinating Facts About the Iconic Ferrari F40 (Robb Report)
  11. Real Estate Investors Are Set to Benefit from the Stimulus Bill (Architectural Digest)
  12. Hedge Fund and Insider Trading News: John Griffin, Jim Simons, Seth Klarman, Daniel Kamensky, Engaged Capital, JPMorgan Chase & Co. (JPM), Columbia Sportswear Company (COLM), and More (Insider Monkey)
  13. Severe truck driver shortage amid growing demand (OAN)
  14. Here’s What It Really Costs To Own Or Charter A Private Jet (TheDrive)
  15. Tom Hardy Goes Gangster In ‘Capone’ Trailer (Maxim)
  16. The US won’t run out of food during the coronavirus pandemic (Vox)
  17. Pennsylvania Is Place to Watch for Whether Post-Shutdown Recovery Works (Manhattan Institute)
  18. Episode 992: The Mask Mover (NPR Planet Money)
  19. Why Michael Jordan Was The Best (FiveThirtyEight)
  20. Boeing to restart operations at Philadelphia area plants next week (Fox Business)
  21. Chinese doctors using plasma therapy on coronavirus, WHO says ‘very valid’ approach (Reuters)
  22. A Feast for The Senses in Marrakech (justluxe)
  23. Drive-In Movie Theaters Thrive Despite Lack of New Titles: “People Just Want to Get Out” (Hollywood Reporter)
  24. Here’s How America Needs to ‘Reopen’ to Avoid Deeper Woes (Barron’s)
  25. Where Activist Investors Are Turning Their Focus to Now (Barron’s)

Industrials (top 30 weights) Earnings Estimates/Revisions

In the spreadsheet above I have tracked the earnings estimates for the Industrials Sector ETF (XLI) top 30 weighted stocks. The column under the date 4/18/2020 has a letter that represents the movement in 2020 earnings estimates since the most recent print (2/18/2020). Continue reading “Industrials (top 30 weights) Earnings Estimates/Revisions”

Be in the know. 30 key reads for Saturday…

  1. Seoul’s Full Cafes, Apple Store Lines Show Mass Testing Success (Bloomberg)
  2. Bank Earnings Were Terrible. It’s Time to Buy the Banks. (Barron’s)
  3. Energy Hedge Fund That Shorted Oil Sees Chance for $100 a Barrel (Bloomberg)
  4. Charlie Munger: ‘The Phone Is Not Ringing Off the Hook’ (Wall Street Journal)
  5. Opinion: Vitamin D and Coronavirus Disparities (Wall Street Journal)
  6. Opening Up America Again (CDC/White House PDF Plan)
  7. Here’s why sauerkraut and kimchi sales have surged during the coronavirus (New York Post)
  8. Coronavirus Ushered in Medicine’s Digital Revolution (Barron’s)
  9. Big Pharma Sees Its Strengths Surface ()
  10. Reasons to Gobble Up Kraft Heinz’s Battered Shares (Barron’s)
  11. 3 Former United Technologies Stocks That Are Ready to Fly (Barron’s)
  12. Union Pacific Sees Biggest Insider Stock Buy in Years (Barron’s)
  13. Trump Announces $19 Billion Relief Program for Farmers (Wall Street Journal)
  14. Here Are the Companies Getting Federal Funds for Covid Relief (Bloomberg)
  15. ‘MacGyvering’: A Modern ‘Can-Do’ Approach To Bad Situations (Wall Street Journal)
  16. Wells Fargo, J.C. Penney, Amazon.com: Stocks That Defined the Week (Wall Street Journal)
  17. Procter & Gamble Posts Biggest U.S. Sales Gain in Decades (Wall Street Journal)
  18. Leaked Research: This Drug May Be Saving COVID Patients’ Lives (Futurism)
  19. Coronavirus latest: Hong Kong shows no need for total lockdown, says study (Financial Times)
  20. The Day of Reckoning for Private Equity (Institutional Investor)
  21. Warren Buffett’s financial crisis bailouts inspired the US government’s ‘big 4’ airline rescue deals (Business Insider)
  22. Pro golf plans to be the first major sport to return during the coronavirus pandemic (CNBC)
  23. Macy’s reportedly looking to use real estate to come up with cash during coronavirus pandemic (CNBC)
  24. Fed Says It Will Disclose Borrower Information in Crisis Lending (Bloomberg)
  25. These Are the Drugs and Vaccines That Might End the Coronavirus Pandemic (Bloomberg)
  26. Google seeks to launch a debit card with banks (USA Today)
  27. Standing on the Shoulders of Giants: The Key to Innovation (Farnam Street)
  28. A Primer On Reading Annual Reports (docdroid)
  29. Have Small Value Stocks Become a Bargain? (Morningstar)
  30. Gilead increases enrollment target for remdesivir trial in COVID-19 patients (Reuters)