T.J. Hayes Blog | Talkmarkets | Page 1
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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Stock Market (and Sentiment Results)…
A review of the stock market and the economy.
Hedge Fund Tips: When It Rains It Pours ...
A new “weapon of mass destruction” is coming (this time it’s good news)...
Hedge Fund Tips: The Drake "Toosie Slide" Stock Market
In this week's Podcast/VideoCast stock market commentary, we cover why the stock market has made limited progress over the past 53 days and economic recovery data.
Hedge Fund Tips - Who Was Really The Dumb Money?
The narrative this week was that Retail Investors got it all wrong. The data tells a different story...
Hedge Fund Tips - The Chase Is On ...
Episode 33. Which stocks outperform coming out of recessions? What happens when the yield curve steepens this quickly? What has to happen for the rally to continue?
The Morgan Wallen “Chasin’ You” Stock Market (And Sentiment Results)
Chasing you like a shot of whiskey Burning going down, burning going down…
The Next Sector Rotation
Five stocks make up ~25% of weighting in the S&P 500. What sectors can step up to fill in the gap moving forward?
The Grace Potter “Falling Or Flying” Stock Market (And Sentiment Results)
Q2 will be the 2nd quarter of negative GDP growth, so by the time they declare the “recession” after Q2, the stock market will already have discounted the recovery and cyclical historically outperform coming out of recessions.
The Morgan Wallen, “Whiskey Glasses” Stock Market (& Sentiment Results)…
When you look at the data that has come out on the U.S. economy in recent days, one might suggest you need more than “Beer Goggles” to see the green shoots, you need “Whiskey Glasses.”
Nasdaq (Top 30 Weights) Earnings Estimates/Revisions
The cumulative 2020 earnings power of these 30 stocks was revised Down by -10.89% in the past 60 days.
The Spanish Flu – Coo Coo Ca Choo – Stock Market (And Sentiment Results)…
What happened to the stock market during the Spanish Flu of 1917-1918?
Energy Earnings Estimates/Revisions
The cumulative 2020 earnings power of these stocks was revised down by -13.6% in the past 60 days.
Transports Earnings Estimates Revisions
The cumulative 2020 earnings power of these 20 stocks was revised down by -4.43% in the past 60 days.
Retail Earnings Estimates/Revisions 3-8-2020
The cumulative 2020 earnings power of these 30 stocks was revised up by +2.22% in the past 60 days.
Technology Earnings Estimates & Revisions- Saturday, March 7
The cumulative 2020 earnings power of these 30 stocks was revised upward by +1.728% in the past 60 days.
HFT VideoCast – Stock Market Commentary And Weekly Recap – Episode 20
This week in the video we discuss the market's wild week, bonds, the OPEC+ debacle, credit spreads, the Coronavirus and more.
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