T.J. Hayes | TalkMarkets | Page 2

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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17 to 32 of 342 Posts
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“Doom & Gloom” Stock Market (And Sentiment Results)
Thursday, October 26, 2023 6:13 PM EDT
The key way to sit with equanimity when others are selling in the hole and running for the hills is to look at each business you own (not stock), business.
In this article: IEF, TLT, NDX, SPX, XLP, XLU, XLV
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“The Only Chart That Matters” Stock Market (And Sentiment Results)…
Thursday, October 19, 2023 2:14 PM EDT
Markets are clearly concerned about the U.S. budget deficit and war spending. Whether you view these expenses as discretionary or non-discretionary, the markets do not like it.
In this article: BABA, TLT
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“Let There Be Light” Stock Market (And Sentiment Results)
Thursday, October 12, 2023 1:40 PM EDT
With rates steadying and turning, a new day has begun.
In this article: BAX, CPS, SPY, TLT, TYX
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End Of The World? Stock Market (And Sentiment Results)
Thursday, October 5, 2023 3:20 PM EDT
In this week’s AAII Sentiment Survey result, Bullish Percent rose to 30.1% from 27.8% the previous week.
In this article: SPY, SPX
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“Is It Really Different This Time?” Stock Market (And Sentiment Results)…
Thursday, September 28, 2023 2:47 PM EDT
Despite 10 year yields breaking above the dreaded 4.50% level, history shows at least 11x since 1960 that many of the “breakouts” in yields wind up actually being “fake outs” in yields.
In this article: GNRC, BABA, CPS, IEF, SPX, EEM, JJC (RETIRED)
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“What A Girl Wants” Stock Market (and Sentiment Results)…
Thursday, September 21, 2023 12:40 PM EDT
So while we believe in the intermediate-term secular story in Oil, we made our play from 2020-2022.
In this article: TLT, XLE, XLK, SMH, SPX, UUP
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“Inflate It Away” Stock Market (and Sentiment Results)
Thursday, September 14, 2023 2:24 PM EDT
Yesterday the inflation numbers came out. The good news is it did not change expectations for a pause in Fed hikes next week. November expectations – while recently as high as ~50% – are now showing a more moderate 36% probability:
In this article: BNO, QQQ, DIA, GLD, OIL, SLV, UCO, UGA, UNG, USO, SPX
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“Steady As She Goes” Stock Market (and Sentiment Results)
Thursday, September 7, 2023 10:07 AM EDT
Everyone is crowded short into the same trade – just like they were in 2018 before we had a monster rally in the 10yr (compression in yields).
In this article: MMM, BABA, QQQ, DIA, SPX
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“So Far, So Good” Stock Market And Sentiment Results
Thursday, August 31, 2023 1:40 PM EDT
What this “catch up” trade will look like and some areas we are finding opportunity to pounce.
In this video: I Also: ICI, C, CCI, TLT, QQQ, DIA, JJC (RETIRED), JJU (RETIRED), BABA, SPX
Watch
“At The Starting Gate” Stock Market (And Sentiment Results)
Thursday, August 24, 2023 5:38 PM EDT
The NAAIM (National Association of Active Investment Managers Index) (Video Explanation) dropped to 59.87% this week from 65.49% equity exposure last week.
In this article: IPS Also: I, AAP, BAC, BAX, C, CCI, DIS, VFC, VNO, AMZN, INTC, TLT, BABA, GOOGL, PYPL, SE
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Is That It? Stock Market (And Sentiment Results)
Thursday, August 17, 2023 4:16 PM EDT
Alibaba update and the most important investing lesson I can share with you.
In this article: BABA, PYPL, SPX
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“Vegas Baby, Vegas!” Stock Market (And Sentiment Results)
Thursday, August 10, 2023 9:29 PM EDT
In this week’s AAII Sentiment Survey result, Bullish Percent moderated to 44.7% from 49% the previous week. Bearish Percent rose to 25.5% from 21.3%.
In this article: BABA, CPS, MSFT, SPY
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“Dumb Money” Is The New “Smart Money” Stock Market (And Sentiment Results)…
Thursday, August 3, 2023 2:14 PM EDT
The “dumb money” has been right and the “smart money” has been wrong this year and in recent preceding years.
In this article: SPX Also: DIS, BABA, PYPL, CPS
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“More Good News” Stock Market (And Sentiment Results)
Thursday, July 27, 2023 5:50 PM EDT
In this week’s AAII Sentiment Survey result, Bullish Percent dropped to 44.9% from 51.4% the previous week. Bearish Percent rose to 24.1% from 21.5%. The retail investor is still optimistic.
In this article: MMM, IWM, KRE, BABA, CPS
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“Heart Like A Truck” Stock Market (And Sentiment Results)
Thursday, July 20, 2023 10:35 PM EDT
In this week’s AAII Sentiment Survey result, Bullish Percent jumped to 51.4% from 41% the previous week. Bearish Percent dropped to 21.5% from 25.9%. The retail investor is very optimistic.
In this article: SPY
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“Inflation Relaxation” Stock Market (And Sentiment Results)
Friday, July 14, 2023 12:19 AM EDT
Between the jobs report on Friday and the inflation print this week, the Fed has more than enough cover to “skip” in July and wait for “more data”.
In this article: BAX, GNRC, MMM, SWK, VFC, VNO, INTC, IWM, KRE, BABA, PYPL, CPS
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17 to 32 of 342 Posts
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