“Are you tired of winning yet?” Stock Market (and Sentiment Results)…

James Branch Cabell, “The optimist claims we live in the best of all possible worlds, and the pessimist fears this is true.”

In many of his campaign rallies, President Trump said, “you’re going to start winning so much that you’re going to beg that I can’t take it anymore!”

Well that was quite a tall order, but regardless of what side of the political spectrum you lie on, Wednesday’s “Phase 1” deal was a big win for the U.S., for China, and the rest of the world. Continue reading ““Are you tired of winning yet?” Stock Market (and Sentiment Results)…”

Be in the know. 12 key reads for Monday…

  1. Stocks Continue to Rise. How Much Is Due to the ‘January Effect?’ (Barron’s)
  2. Trump administration nears decision on LNG shipping by train (Financial Times)
  3. Goldman Sachs says Europe’s stocks have a huge ‘cushion’ not seen since the financial crisis (Business Insider)
  4. Commodities may not stay cheap forever (Financial Times)
  5. History will repeat itself when it comes to stocks in 2020, Goldman Sachs says (MarketWatch)
  6. Biotech Stocks Could Soar In 2020 On CRISPR Gene Editing And Precision Medicine (Investor’s Business Daily)
  7. Time to Buy Long-Dated TIPS, Says Bank of America (MarketWatch)
  8. Stock Picker Who Pummeled The Market By 76% Reveals His 2020 Bets (Investor’s Business Daily)
  9. China’s yuan rallies, yen slides ahead of U.S. trade deal (Street Insider)
  10. Photos of Yelp’s top 100 places to eat in 2020 (USA Today)
  11. U.S.-China phase one trade deal: 7 things you need to know (FoxBusiness)
  12. Barron’s Picks And Pans: Apple, Bank of America, Lockheed Martin And More (Yahoo! Finance)

Podcast – Hedge Fund Tips with Tom Hayes – Episode 2

Article referenced in podcast above:

The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results)

In this episode we cover:

  • Jobs Report
  • Rig Count
  • Harold Hamm on Oil Prices
  • General stock market commentary.
  • Hemline Indicator
  • Valueline Geometric Index – Long Term Implications
  • Positioning and sentiment.
  • Increased Guidance on tap?
  • Fed Liquidity.
  • AAII sentiment.
  • NAAIM positioning.
  • Earnings by Sectors: Energy, Gold Miners, REITs
  • S&P and Euro Stoxx 600 earnings.
  • Where to find value?  What’s Cheap?
  • India Small Caps
  • Commodities/CRB
  • Exploration & Production
  • Servicers?

Be in the know. 10 key reads for Thursday…

  1. Red-Hot Biotech Stocks Brace For Key Meeting — Here’s What To Expect (Investor’s Business Daily)
  2. Legal sports betting: California among states set for 2020 push (Fox Business)
  3. The CAKE “Short Skirt, Long Jacket” Stock Market (and Sentiment Results) (ZeroHedge)
  4. Taco Bell Offering $100,000 Salary Amid Mounting Worker Shortage (Bloomberg)
  5. Defense Stocks Have Climbed on Mideast Tension. The Run Isn’t Over. (Barron’s)
  6. City bosses reveal their bargains and bubbles for 2020 (Financial News)
  7. Divergent paths: Oil, natural gas going different directions (for now) (Reuters)
  8. Pepperidge Farm releasing its first gluten-free products – Farmhouse Thin & Crispy cookies (USA Today)
  9. XPO Logistics CEO Brad Jacobs Centers His Strategy Around Tech (Investor’s Business Daily)
  10. To Save Avon, New Owner Comes Calling on Social Media (Wall Street Journal)