T.J. Hayes | TalkMarkets | Page 1

T.J. Hayes

Founder, HedgeFundTips.com
Contributor's Links: Hedge Fund Tips
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 benefit ...more
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Latest Posts
1 to 16 of 352 Posts
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Is It Time Yet? Stock Market (And Sentiment Results)
Thursday, July 11, 2024 11:59 AM EDT
I find more value in looking at individual company’s fundamentals than focusing on Macro/Fed, etc. The reason is, one you can control and one you can’t.
In this article: SPY
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“Cash Flow Is The Name Of The Game” Stock Market
Thursday, July 4, 2024 6:50 PM EDT
Liquidity is becoming a problem and the Fed (and other Central Bankers) know it.  Higher for longer is a luxury they can no longer afford.
In this article: BA Also: , BA, BAX, CCI, HRL, PYPL, GOOS, VFC
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The Next Pain Trade – Stock Market
Friday, June 21, 2024 4:35 AM EDT
Nvidia has been all the rage – and justifiably so. But now we have a different landscape – one of decelerating growth...
In this article: INTC, NVDA, BABA, GXO
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What I’m Thinking About Now – Stock Market (And Sentiment Results)…
Wednesday, June 12, 2024 7:37 AM EDT
Updated views on Alibaba, Comstock Resources, Intel, and expectations for the Fed moving forward.
In this article: CRK, INTC, BABA
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Trucks And Towers Stock Market (And Sentiment Results)…
Thursday, June 6, 2024 10:20 AM EDT
Crown Castle is a Cell Phone tower provider that generates cash to pay out to owners. Because it is a REIT and trades on yield,it will trade up as rates come down.
In this article: CCI, GXO
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Should I Be Worried? Stock Market (And Sentiment Results)…
Thursday, May 30, 2024 11:50 AM EDT
We are aggressively putting money to work in individual companies that are excessively undervalued relative to what we believe their normalized earnings power will look like as their recoveries progress/continue.
In this article: SPX, TLT, UUP, NDX, KRE, SMH, XBI, EEM, KWEB
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BABA Bad Or BABA Beautiful? Stock Market (And Sentiment Results)
Thursday, May 16, 2024 10:50 AM EDT
Managers are finding global fiscal policy to be too stimulative. They consistently have this view before continuation rallies in equities.
In this article: SWK, BABA, PYPL, SPY
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Are You Mad Or Glad? Stock Market (And Sentiment Results)
Thursday, May 9, 2024 3:45 PM EDT
In this week’s AAII Sentiment Survey result, Bullish Percent rose to 40.8% from 38.5% the previous week. Bearish Percent collapsed to 23.8% from 32.5%.
In this article: CPS, SPY
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Powell’s, “Let There Be Light” Stock Market (And Sentiment Results)
Friday, May 3, 2024 4:08 AM EDT
Chair Powell came to play yesterday and the market liked it. Is this the bottom in the short term 3-8% pullback we started calling for in Q1 on our podcast|videocast(s)?
In this article: PYPL
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More Work To Do? Stock Market (And Sentiment Results)
Thursday, April 25, 2024 11:31 AM EDT
There’s a little more work to do to the downside in the next couple of weeks – either to retest the lows after a bounce or maybe take them out just to flush some of the timid – before resuming higher.
In this article: C, SPY
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“All Done Or More To Come?” Stock Market (And Sentiment Results)
Thursday, April 18, 2024 2:06 PM EDT
Latest views on bonds, the Fed, cuts, and April's BofA Global Fund Manager Survey Results.
In this article: K Also: C, IEF, SPY, SMH
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Rising Sun Or Fallen One? Stock Market (And Sentiment Results)
Thursday, April 4, 2024 1:49 PM EDT
Japanese equities have been all the rage in the last couple of years as the Bank of Japan agreed to be the unofficial Global liquidity provider – while the rest of the world tightened policy to arrest inflation.
In this article: MMM, COPX, GLD, IEF, OIL
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“More To Grow Or Time To Go?” Stock Market (And Sentiment Results)…
Thursday, March 28, 2024 11:50 AM EDT
We are past the lows and finishing the “Depression” stage. Standby for the “Disbelief” rally, when people begin to pay attention to fundamentals again.
In this article: CRK, DIS, RRC, BABA
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“Predator’s Ball” Stock Market (And Sentiment Results)
Friday, March 15, 2024 2:45 PM EDT
Good things happen when you buy high-quality assets at low prices.
In this article: AP, CCI, DIS, MMM, VFC, SPY
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“Tool Time” Stock Market (And Sentiment Results)
Thursday, March 7, 2024 2:06 PM EDT
If you’ve been around long enough you know a shift is coming. The last shall be first, yet again…
In this article: SPY
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“Advance Is Advancing” Stock Market (And Sentiment Results)…
Thursday, February 29, 2024 10:30 AM EDT
Commentary on the stock market, economy, inflation, biotech, and auto sales, as well as a deep dive into Advance Auto Parts.
In this article: AAP, XBI, BABA
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1 to 16 of 352 Posts
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