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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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The Taylor Swift “You Need To Calm Down” Stock Market (And Sentiment Results)
When you look around at many of the small businesses that were affected by COVID – as well as those impacted with “front-facing” jobs in leisure/hospitality and travel, it is hard for many to understand why the stock market is doing so well.
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The Fleetwood Mac “Dreams” Stock Market (And Sentiment Results)…
In this week’s AAII Sentiment Survey result, Bullish Percent jumped to 34.74% from 26.24% last week. Bearish Percent fell to 38.97% from 43.07% last week.
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The “Build Me Up Buttercup” Stock Market (And Sentiment Results)
The market is starting to ease into the “re-opening” trade (Cyclicals) – in anticipation of the imminent vaccine approval. We saw this with Industrials, Materials, Transports, and Financials all outperforming Tech in September.
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The Scott McCreery, “In-Between” Stock Market (And Sentiment Results)
We are in an “in-between” period. Given the overweight to tech, my sense is there is still some more to work out in coming weeks for some of the overvalued pockets of tech/saas, etc.
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The Barry White, “Never Gonna Give You Up” Stock Market (And Sentiment Results)
The catalyst for change (an abrupt move of money into Cyclicals) will likely come from science at this point. Don’t bet against science.
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The Run-DMC, It’s Tricky Stock Market And Sentiment Results
Signals are mixed. We’ve moved a long way in a short period of time. Some stocks are extended, but many sectors/stocks are trading at valuations that will prove to be attractive buys for the intermediate-term.
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Comments

Latest Comments
The Taylor Swift “Bad Blood” Energy Market (and Sentiment Results)
10 months ago

Thanks Ayelet. Appreciate it!

In this article: OXY, XOP
AAII Sentiment Survey Results: Know When To Hold ‘Em
1 year 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?
1 year 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…
1 year ago

You're welcome

In this article: SPY
1 to 5 of 5 comments

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Work Experience

Chairman and Managing Member
Great Hill Capital, LLC
January 2015 - Present (5 years 10 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