- Value Managers Fight Back (Institutional Investor)
- Southwest says bookings outpace cancellations in May (Reuters)
- 4 Energy Stocks to Buy Now as Massive Oil Rally Continues (24/7 Wall Street)
- TikTok nabs Disney’s streaming boss to be its new CEO (CNBC)
- Some signs children may not transmit COVID-19, two UK epidemiologists say (Reuters)
- The U.S. Space Force Is Starting to Launch Rockets. These Stocks Should Benefit. (Barron’s)
- Regions Financial funds 37,000 PPP loans totaling $4.7B (TheFly)
- Walmart earnings soar as e-commerce sales jump, shoppers flock to stores (CNBC)
- Home Depot (HD) Misses Q1 EPS by 18c, Revenues Beat; Suspending FY20 Guidance, ‘Sales Were Strong at End of 1Q’ (StreetInsider)
- JPMorgan hands out $30 billion in loans to small businesses: memo (StreetInsider)
- U.S. housing starts drop more than expected (Reuters)
- Kohl’s online sales surge amid lockdown, reopens about half of its stores (StreetInsider)
- 47% of people will visit restaurants ‘as soon as they reopen:’ Piper Sandler (Yahoo! Finance)
- Covid Patients Testing Positive After Recovery Aren’t Infectious, Study Shows (Bloomberg)
- Loaded With Cash, Real Estate Buyers Wait for Sellers to Crack (Bloomberg)
- Kudlow to Bartiromo: Why Beijing won’t sell US debt despite coronavirus feud (FoxBusiness)
- 3 factors why this economic bounceback won’t mirror 2008: Commerce Secretary Wilbur Ross (FoxBusiness)
- Olive Garden parent plans to reopen more than 65% of dining rooms by end of May (CNBC)
- Liability protections are top GOP priority in next coronavirus bill, McCarthy says (CNBC)
- The Auto Market Is Improving Faster Than Expected (Barron’s)
- President Trump says he is taking hydroxychloroquine (Reuters)
- Fed Chair Powell’s Comments Spark Rally in Bank Stocks Barron’s)
Tag: StockMarket
May Bank of America Global Fund Manager Survey Results (Summary)
Data Source: Bank of America
Each month, Bank of America conducts a survey of ~200 fund managers with ~$600B AUM. Here are the key takeaways from the survey published on May 19, 2020: Continue reading “May Bank of America Global Fund Manager Survey Results (Summary)”
Be in the know. 10 key reads for Monday…
- 21 Cheap Stocks With Above-Average Growth Prospects (Barron’s)
- Global Stocks Advance on Signs of Slowing Virus as Powell Interview Adds Cheer (Barron’s)
- Moderna Reports Positive Vaccine News (Barron’s)
- Fed’s Powell tells ‘60 Minutes’ he’s not out of ammunition to fight the recession (MarketWatch)
- Work-from-home productivity pickup has tech CEOs predicting many employees will never come back to the office (MarketWatch)
- Barron’s Picks And Pans: Cisco, Gilead, Netflix, Wayfair And More (Yahoo! Finance)
- Hertz appoints new CEO to lead car rental giant (Fox Business)
- Dwayne ‘The Rock’ Johnson ‘very proud’ of his daughter joining WWE New York Post)
- Dan Bilzerian Pushes Party Brand From a Social Distance (Bloomberg)
- Brent at one-month high, U.S. oil tops $31 as restrictions ease (Street Insider)
Be in the know. 20 key reads for Sunday…
- 5 COVID-19 Casualty Stocks to Buy With Big-Time Upside Potential (24/7 Wall Street)
- Retest Possible, But Bottom Likely In as Jobless Claims Trend Lower (Almanac Trader)
- Oil Futures Pricing in Tighter Supplies (Futures Mag)
- Hedge Fund and Insider Trading News: Barry Rosenstein, Jim Simons, Marshall Wace LLP, Selwood Asset Management, Pantera Capital, Vivint Smart Home Inc (VVNT), Penn National Gaming, Inc (PENN), and More (InsiderMonkey)
- Space Force unveils flag; Trump touts ‘super-duper missile’ (AP)
- President Trump unveils new vaccine effort ‘Operation Warp Speed’ (OANN)
- This Art Installation Of A Giant Wave In South Korea Is Honestly Pretty Chill (digg)
- Saudi wealth fund boosts U.S. holdings with stakes in Citi, Boeing, Facebook (OANN)
- Brabham Automotive Unleashes BT62 Race Car (Maxim)
- Seth Klarman: Top 10 Holdings (Q1 2020) (The Acquirers Multiple)
- Rethinking Fear (Farnam Street)
- 2020 Ferrari F8 Tributo review: Somehow, it got better (cnet)
- A Strategy for Reopening New York City’s Economy (Manhattan Institute)
- Reopening Sports: Does MMA Point The Way? (NPR Planet Money)
- Young Bulls and Old Bears (The Irrelevant Investor)
- Major tax benefits for Tesla if Elon Musk moves production from California (Fox Business)
- Maximilian Schneider Designs a 21st Century Batmobile Dubbed The Koenigsegg Konigsei Concept (Luxuo)
- Your Ultimate Grill Buying Guide—Tested and Approved (Popular Mechanics)
- “Poison Pills” Make Comeback at Hollywood Firms Bracing for Hostile Takeovers (Hollywood Reporter)
- Stock Market Keeping Score in the Three-Front War Against the Virus (Yardeni)
Be in the know. 25 key reads for Saturday…
- Newly Flush PNC Could Kick Off the Next Round of Bank M&A (Barron’s)
- Oil Market Dazzled With a Swift Delivery of Supply Cuts (Bloomberg)
- Slash tax rate in half for corporations returning to US, White House adviser suggests (New York Post)
- McConnell says next stimulus must have coronavirus liability protections (New York Post)
- Appaloosa buys Twitter, Netflix stakes, exits Caesars, cuts Facebook position (TheFly)
- TSA Preparing to Check Passenger Temperatures at Airports Amid Coronavirus Concerns (Wall Street Journal)
- Wells Fargo Has Lost $220 Billion in Market Value Under Fed Cap (Bloomberg)
- Inside the Science and Companies Racing to Develop a Covid-19 Vaccine (Barron’s)
- John Malone Has a Great Investing Record. Here’s How to Play Along. (Barron’s)
- How Investors Should Evaluate Energy Bonds — And the Funds That Own Them (Barron’s)
- This Economist Sees a ‘Regime Change’ Favoring Stockpickers (Barron’s)
- Assessing the stock market after one of the fastest declines and subsequent comebacks in history (CNBC)
- On Furlough From the Kingdom, Disney Workers Try to Keep the Magic Alive (Wall Street Journal)
- Michael Jordan Didn’t Manage People, He Lit Them on Fire (Wall Street Journal)
- Car Makers See Chinese Market Picking Up (Wall Street Journal)
- Bill Murray drinks, jokes with Guy Fieri on Nacho Showdown: ‘Truth is, he’s a redhead’ (USA Today)
- Google Antitrust Lawsuit Being Drafted by U.S Justice Department (Bloomberg)
- Next coronavirus aid package expected to become reality ‘in June at the earliest,’ as House passes its bill (MarketWatch)
- Is this the pullback you’ve been waiting for? (QuantifiableEdges)
- JPMorgan Bets on a Dash for the Suburbs (Institutional Investor)
- What Happens to Stocks After a Big Up Month? (A Wealth of Common Sense)
- Bill Miller doesn’t see market as ‘dramatically overvalued,’ says Amazon could double in 3 years (CNBC)
- Loeb’s Third Point Builds Stake in Disney, Exits Campbell Soup (Bloomberg)
- Saudi wealth fund snaps up $7.7bn of blue-chip stocks (Financial Times)
- How bank hedging jolted investors into talk of negative rates (Financial Times)
Hedge Fund Tips with Tom Hayes – VideoCast – Episode 30
Article referenced in podcast above:
The Thomas Rhett “Beer Can’t Fix” Stock Market (and Sentiment Results)…
Hedge Fund Tips with Tom Hayes – Podcast – Episode 20
Article referenced in podcast above:
The Thomas Rhett “Beer Can’t Fix” Stock Market (and Sentiment Results)…
Insider Buying in Simmons First National Corporation (SFNC)
On May 13, 2020, George Makris – Chairman & CEO of Simmons First National Corporation (SFNC) – purchased 10,000 shares of SFNC at $14.77. His out of pocket cost was $147,700.
Where is money flowing today?
Data Source: Finviz
Be in the know. 20 key reads for Friday…
- Value Stocks Look Cheaper Than Ever. How to Play a Rebound. (Barron’s)
- ‘Stealth Bailout’ Shovels Millions of Dollars to Oil Companies (Bloomberg)
- TikTok Raises Profile As Digital Ad Rival To Snap, Facebook, Google (Investor’s Business Daily)
- The Oil Market Is Changing Its Tune (Barron’s)
- GE Stock Dropped Again. Here’s What’s Going Right. (Barron’s)
- Factory Output in China Surged in April (Barron’s)
- NYSE Will Partially Reopen Its Trading Floor (Barron’s)
- Meet the trikini, beach fashion’s answer to coronavirus (New York Post)
- McDonald’s Details What Dining In Will Look Like (New York Times)
- Elon Musk’s Boring Company completes second tunnel in Las Vegas (USA Today)
- Wealthy Travelers Are Starting to Book Year-End Vacations (Bloomberg)
- Are We Asking Too Much of Testing? (Bloomberg)
- Drive-in theaters have become a safe haven for moviegoers. Here’s what it’s like to visit one (CNBC)
- Who’s on The Hook for Skipped Mortgage Payments? (Wall Street Journal)
- Economic Shock of Virus Hit Lower-Income Households Harder, Fed Finds (Wall Street Journal)
- Time for GE to Bring Good Things Back to Life (Wall Street Journal)
- Oil back at early April highs as demand shows signs of picking up (Street Insider)
- PPP Loans Under $2 Million Get A Significant Waiver From SBA (Yahoo! Finance)
- Ross to Bartiromo: Taiwan manufacturer hopes to bring supply chain to this state (Fox Business)
- Investors warn Covid-19 crisis is paving the way for inflation (Financial Times)