Be in the know. 5 key reads for Wednesday…

  1. Nothing scares Jeffrey Gundlach more than Bernie Sanders (MarketWatch)
  2. Starbucks, Lowe’s and 6 Other Consumer Stocks That Could Shine in 2020 (Barron’s)
  3. 3 Oil Stocks to Buy and 1 to Avoid in 2020, According to an Analyst (Barron’s)
  4. Iran’s Forewarned Strikes Give Trump a Path to Avert All-Out War (Bloomberg)
  5. Here’s What Could Take the Dow Up to 32,000 in 2020 (24/7 Wall Street)

Be in the know. 7 key reads for Monday…

  1. U.S. Consumer Tech Sales Projected to Increase 4% in 2020. These Trends Will Drive the Growth. (Barron’s)
  2. ‘Bad’ Manufacturing Data Contained Good News for Industrial Stocks. Here’s Why. (Barron’s)
  3. UK economy boosted by ‘greater Brexit clarity’ after conservative win (Fox Business)
  4. Barron’s Picks And Pans: Amazon, Dine Brands, Walgreens And More (Yahoo! Finance)
  5. Top Energy Stocks for January 2020 (Investopedia)
  6. Don’t laugh: Here’s why the ‘great rotation’ from bonds to stocks could finally happen in 2020 (MarketWatch)
  7. Here’s how the Dow and S&P 500 perform in years after they ring up gains of 20% (MarketWatch)

HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 10

Article referenced in VideoCast above:

The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)

In this episode we cover:

  • general stock market commentary
  • positioning and sentiment
  • CNBC and Fox Business quotes from this week
  • Increased Guidance on tap?
  • Earnings by Sectors
  • Energy E&P thesis
  • CEO/CFO sentiment
  • Fed Liquidity
  • AAII sentiment
  • NAAIM positioning
  • S&P and Euro Stoxx 600 earnings
  • Dogs of Dow
  • Transports
  • Jude Clemente Energy Article in Forbes
  • Rig count

Podcast – Hedge Fund Tips with Tom Hayes – Episode 1

Article referenced in podcast above:

The Earth, Wind & Fire “Shining Star” Stock Market (and Sentiment Results)

In this episode we cover:

  • general stock market commentary
  • positioning and sentiment
  • CNBC and Fox Business quotes from this week
  • Increased Guidance on tap?
  • Earnings by Sectors
  • Energy E&P thesis
  • CEO/CFO sentiment
  • Fed Liquidity
  • AAII sentiment
  • NAAIM positioning
  • S&P and Euro Stoxx 600 earnings
  • Dogs of Dow
  • Transports
  • Jude Clemente Energy Article in Forbes
  • Rig count