T.J. Hayes

Founder, HedgeFundTips.com
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T.J. Hayes is Founder, Chairman and Managing Member of Great Hill Capital, LLC (a long/short equity manager based in New York City).  He started Hedge Fund Tips as a platform to share actionable insights, tips and research for investors/traders to ... more

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“Should’ve Been Me” Stock Market (And Sentiment Results)
Thursday, June 23, 2022 1:13 PM EDT
In this week’s AAII Sentiment Survey result, bullish percent ticked down to 18.2% this week from 19.4% last week.
In this article: SBUX, AMZN, META, BABA, XBI, HD, SPX
Read
“Take Your Medicine” Stock Market (And Sentiment Results)
Thursday, June 16, 2022 12:50 PM EDT
They raised 75bps in November 1994. The S&P bottomed a month later.
In this article: BABA, NKE, TSM, SPX
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The “TGIF” Stock Market (And Sentiment Results)
Thursday, June 9, 2022 9:10 AM EDT
About a third of U.S. inflation is a result of new and used cars, all due to the shortage of semiconductors.
In this article: SMH, OIL, UCO, PALL, GLD, WMT, GPS
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“Chip Shot” Stock Market (And Sentiment Results)
Thursday, June 2, 2022 1:51 PM EDT
Chips are the key to the economy/inflation moving forward.  They are also the key to one of our major new positions in an auto-supplier
In this article: BABA, XBI, SOYB, UUP, SPX, JO
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The Deflating “Inflation Narrative” Stock Market (And Sentiment Results)
Thursday, May 26, 2022 7:41 PM EDT
Managers have the highest cash balances since 9/11 in 2001 and are the Most Underweight stocks since May 2020
In this article: SOYB, WOOD, JJC, NIB, TWTR, SPX, COW, JO
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The “Mystery Liquidator Revealed” Stock Market (And Sentiment Results)
Thursday, May 19, 2022 1:22 PM EDT
In this week’s AAII Sentiment Survey result, Bullish Percent ticked up a hair to 26% this week from 24.3% last week. Bearish Percent rose to 50.4% from 49%.
In this article: XBI, NDX, BABA, SPX
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Comments

Latest Comments
Indicator Of The Day: Dow Volume McClellan Summation Index
1 year ago

When more money flows in on the buy side the price goes up. Simple supply and demand. If there was equal money on both sides, the price would never change.

The Taylor Swift “Bad Blood” Energy Market (and Sentiment Results)
2 years ago

Thanks Ayelet. Appreciate it!

In this article: OXY, XOP
The Taylor Swift “Bad Blood” Energy Market (and Sentiment Results)
2 years ago

Thanks Barry

In this article: OXY, XOP
AAII Sentiment Survey Results: Know When To Hold ‘Em
2 years ago

I agree, not causal - coincident. But given the premature move, there will have to be continuous noise in the coming weeks to justify the initial action.

Is 3 Quarters Of Negative Earnings Bad News?
2 years ago

Hi Gary. Thanks for your comment. I addressed this point (and the lagged effect of tightening/loosening) in the second to last paragraph. Hope that helps. T.J.

AAII Sentiment Survey Results: Getting Up There…
2 years ago

You're welcome

In this article: SPY
1 to 6 of 6 comments

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Latest Posts
China Deal Details And Fed Mid-Cycle Adjustment - VideoCast
Wednesday's Fed meeting was as important as Friday's announcement. Many people missed this key point...
In this article: CHK, OXY, REGN, SPY
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NYSE New 52 Week Highs: Indicator Of The Day
Our Applied Stock Market Indicator of the Day is: NYSE New 52 Week Highs
In this video: NYA
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Work Experience

Chairman and Managing Member
Great Hill Capital, LLC
January 2015 - Present (7 years 7 months)

Long/Short Equity Strategy for accredited investors and qualified institutions.
Responsible for generating investment ideas and managing portfolio.
Produce monthly investment report to clients summarizing core portfolio positions.
Commodity/Equity Research Consultant
Cornwall Capital Management, LP
January 2013 - January 2015 (2 years 1 month)

Firm predicted the 2008 credit crisis (featured in Michael Lewis’ Book/Movie, “The Big Short”)
Offered position after generating 500% return short trade (long puts) on Soybeans late summer/fall 2012.
Responsible for generating actionable investment ideas/trades (Commodities, Equities, Currencies) with derivatives expression.
Patent Development Corp – Chief Operating Officer
Wright Investors’ Service Holdings f/k/a National
February 2011 - January 2013 (2 years)

$27mm public cash shell controlled through fund at Bedford Oak Advisors, LLC (Bedford Oak owned ~33% of common equity outstanding). Mario Gabelli (Chairman & CEO of GAMCO, Ticker: GBL) owned ~13%. Dr. Phillip Frost (Fmr. Chairman of Teva Pharmaceutical Industries, Ticker: TEVA) owned ~10%.
Charged with responsibility to analyze and restructure shell – over two years – through managing sale of non-core assets.
Sourced, negotiated and signed up deal.
Managing Director
Bedford Oak Advisors, LLC
January 2009 - January 2013 (4 years 1 month)

Responsible for generating investment ideas for portfolio and co-managing fund positions/business.

Education

Columbia University
Bachelor of Arts
Class of 2001

Publications