Tag: StockMarket

Be in the know. 20 key reads for Saturday…

  1. It’s Time To Get Greedy In The Energy Sector (The Felder Report)
  2. GOLDMAN SACHS: These 20 unloved stocks are spring-loaded for surprisingly big gains in 2020 (Business Insider)
  3. U.S.-China trade deal swaps tariff rollbacks for farm, energy purchases (Reuters)
  4. Here are the best-performing stocks of the decade (CNBC)
  5. PBD TOP 100 MOVIES (Patrick Bet-David)
  6. U.S. and China Reach ‘Phase-One’ Deal Easing Trade Tensions (Bloomberg)
  7. McDonald’s launching first vegan meal in the UK (New York Post)
  8. Boris Johnson’s chance to forge a new role for Britain (Financial Times)
  9. Here’s what the new trade deal means for the markets (CNBC)
  10. What you need to save monthly to retire with $1 million to $3 million, broken down by age (CNBC)
  11. Tradeoffs: The Currency of Decision Making (Farnam Street)
  12. Automation and artificial intelligence could save banks more than $70 billion by 2025 (Business Insider)
  13. These 3D-Printed Houses Could Solve Homelessness (Futurism)
  14. Gary Keller — How to Focus on the One Important Thing (#401) (Tim Ferriss)
  15. Hedge Funds Have Taken Smaller Active Bets — and Delivered Less Alpha — Since the Financial Crisis (Institutional Investor)
  16. Bull Markets Last Much Longer Than You Think (A Wealth of Common Sense)
  17.  One Ratio to Rule Them All: EV/EBITDA (Focused Compounding)
  18. John Malone Has A Very Simple Approach To Screening For Opportunities (GreenBackD)
  19. Copper’s seasonal rally underway (Almanac Trader)
  20. The NHL’s Best Fans 2019: No. 4 Golden Knights Prove Hockey Can Thrive In The Desert (Forbes)

2020 Earnings Estimates Stand Strong

Data Source: Factset

S&P 500 Earnings estimates for 2020 held in strong this week at $178.47 – down modestly from $178.57 last week.  While the normal trajectory over the next two weeks – heading into earnings season – would be to lower estimates further, we may find that this time is different. Continue reading “2020 Earnings Estimates Stand Strong”

Deutsche Bank Aktiengesellschaft (DB) – Unusual Options Activity

Today some institution/fund purchased 661 contracts of Jan 2021 $3 strike calls (or the right to buy 661,000 shares of Deutsche Bank Aktiengesellschaft (DB) at $3). The open interest was just 100 prior to this purchase. Continue reading “Deutsche Bank Aktiengesellschaft (DB) – Unusual Options Activity”

Be in the know. 15 key reads for Friday…

  1. Regeneron (REGN) Upgraded to “Top Pick for 2020” and “Outperform” by Credit Suisse (TheFly)
  2. US and China agree to phase one trade deal, December Chinese tariffs canceled (Fox Business)
  3. 100 Books Everyone Should Consider Reading (AOM)
  4. Fed Statement on Repo Operations (NY Fed)
  5. Fed Aims a Half-Trillion Dollar Liquidity Hose at Year-End Risks (Bloomberg)
  6. Johnson secures crushing UK election victory (Financial Times)
  7. Watch Out, China: Why Investors May Flock to India Next (Institutional Investor)
  8. Shares and sterling soar as trade and Brexit fog lifts (Reuters)
  9. Trump says Britain, U.S. free to strike new trade deal after Brexit (Reuters)
  10. Are Energy Stocks Hot Again? (Oil Price)
  11. Emerging Markets Cut Rates With Russia Following Turkey, Brazil (Bloomberg)
  12. Happy birthday, Taylor Swift! (New York Post)
  13. The Hedge Fund CQS Is Looking at Unloved Parts of the Credit Market for 2020 (Barron’s)
  14. Big Pharma’s Coming Back in 2020. ()
  15. Navy SEAL: How To Pick Yourself Back Up From Failure (Investor’s Business Daily)

Be in the know. 15 key reads for Thursday…

  1.  Trump meets with top trade advisers to strategize before major China tariff deadline (Fox Business)
  2. Saudi Aramco touches $2tn valuation on second day of trading (Financial Times)
  3. Why Exxon’s Stock Could Hit $100 In 2020 (Oil Price)
  4. The “Crazy Rich Asians” Stock Market (and Sentiment Results) (ZeroHedge)
  5. Continental Resources founder Harold Hamm steps down as CEO (Financial Times)
  6. U.S. producer prices unchanged; underlying inflation soft (Reuters)
  7. Oil prices rise on OPEC deficit forecast (Reuters)
  8. The Fed Did Everything It Needed To By Doing Nothing (Barron’s)
  9. The Fed could consider buying other short-term Treasuries, Powell says (Barron’s)
  10. Supercar maker McLaren to skip electric vehicles. Here’s why — and what it will build instead. (USA Today)
  11. Cisco says its new silicon, software, router products will ‘change the economics of the Internet’ (Yahoo! Finance)
  12. Apple (AAPL) China iPhone Shipments in Nov Declined Sharply – Credit Suisse (Street Insider)
  13. Japan and the Art of Making the Same Mistakes Over and Over Again (Wall Street Journal)
  14. Britain Votes in an Election That Will Set the Course of Brexit (Wall Street Journal)
  15. US weekly jobless claims race to a more than 2-year high (CNBC)

The “Crazy Rich Asians” Stock Market (and Sentiment Results)

“Crazy Rich Asians” is a 2018 American romantic comedy film directed by Jon M. Chu.  The film chronicles a Chinese-American professor who travels to meet her boyfriend’s family and is surprised to discover they are among the richest in Asia. Continue reading “The “Crazy Rich Asians” Stock Market (and Sentiment Results)”