T.J. Hayes | TalkMarkets | Page 3

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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33 to 48 of 342 Posts
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“The Secret To Happiness” Stock Market (And Sentiment Results)
Thursday, July 6, 2023 5:22 PM EDT
There’s an old maxim, “the secret to happiness is low expectations”. This saying could not apply more directly than to what we are seeing coming into the Q2 earnings season.
In this article: EEM, IEF, UUP, XBI, XLF, BABA, SPX
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“Burdened By The Facts” Stock Market (And Sentiment Results)
Thursday, June 29, 2023 2:00 PM EDT
While the back half of the year returns for the indices may be more muted than the first half, there is still significant opportunity. However, the most money will be made “under the surface”.
In this article: SPY, SPX
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“Somethin’s Tellin’ Me This Ain’t Over Yet” Stock Market (And Sentiment Results)
Thursday, June 22, 2023 2:36 PM EDT
In this week’s AAII Sentiment Survey result, Bullish Percent ticked down to 42.9% from 45.2% the previous week.
In this article: GNRC, BABA, PYPL, CPS, SPY, SPX
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“When Doves Cry” Stock Market (And Sentiment Results)
Thursday, June 15, 2023 6:04 PM EDT
The biggest risk is no longer inflation moving forward. The biggest risk is deflation. You cannot have debt to GDP at ~120% and enter deflation.
In this article: GNRC, PYPL, SPX
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“The One That Got Away” Stock Market (And Sentiment Results)
Thursday, June 8, 2023 2:26 PM EDT
It was very lonely being a bull last fall when the S&P 500 was in the 3600s to 3700s. The good news is there’s plenty of runway ahead. The bad news is, it’s going to be a bit more tricky.
In this article: MMM, SWK, VFC, VNO, INTC, EEM, IWM, IYR, KRE, XBI, BABA, CPS
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“Skip Or Flip” Stock Market (And Sentiment Results)
Thursday, June 1, 2023 9:05 AM EDT
We are at the cusp of a sea change, and the knock-on effects will be material. We expect to see two meaningful changes in the coming months as a result of the Fed being done.
In this article: BAX, MMM, SWK, VFC, INTC, EEM, IEF, IYR, KRE, UUP, XBI, BABA
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“The Long Run” Stock Market (And Sentiment Results)
Thursday, May 25, 2023 2:36 PM EDT
It takes a “long run” view to look through the short-term noise of the debt ceiling.
In this article: BABA, CPS, SPY, SPX
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The Dierks Bentley “Feels Like Gold” Stock Market (And Sentiment Results)
Thursday, May 18, 2023 1:07 PM EDT
Markets top when everyone is overweight stocks on margin. We are nowhere close to that point
In this article: XBI, BABA, CPS, SPY
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“Heads Carolina, Tails California” Stock Market (And Sentiment Results)
Thursday, May 11, 2023 1:34 PM EDT
he market will push higher over time, regardless of the new “worries” that are thrown at it on a daily basis. The “bad news” was priced last year.
In this article: BABA, SPY, SPX
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“Tell Me You’re Pausing, Without Telling Me You’re Pausing” Stock Market
Thursday, May 4, 2023 4:47 PM EDT
To a man with a hammer, everything looks like a nail. Powell is single-mindedly focused on lagging inflation data.
In this article: QQQ, DIA, KRE, SPY, BABA, SPX, CPS
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“Put It Out Of Its Misery” Stock Market (And Sentiment Results)
Thursday, April 27, 2023 12:34 PM EDT
The resurgence of FRC fears may cause the Fed to think twice at their meeting next week – as to how hawkish they want to be.
In this article: VNO, BABA, SPX, FRCB
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“Knockin’ On Heaven’s Door” Stock Market (And Sentiment Results)
Thursday, April 20, 2023 3:00 PM EDT
We’ve come through the “point of control” on the S&P 500.  This simply means there is less “overhead supply” to come on the market as we press higher. 
In this article: VNO, XBI, SPY, SPX
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“Snatching Defeat” Stock Market (And Sentiment Results)
Thursday, April 13, 2023 5:56 PM EDT
It didn’t take long for the Fed to mess things up (once again) and snatch defeat from the jaws of victory
In this article: BABA, CPS, OIL, SPY, UCO, SPX
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“Stuck In The Middle With You” Stock Market (And Sentiment Results)
Thursday, April 6, 2023 2:00 PM EDT
The CNN “Fear and Greed” rose from 40 last week to 53 this week. Sentiment is neutral.
In this article: SPY, SPX
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“Don’t Stop Believin'” Stock Market (And Sentiment Results)
Thursday, March 30, 2023 1:26 PM EDT
In this week’s AAII Sentiment Survey result, bullish percent ticked up to 22.5% from 20.9% the previous week.
In this article: BAX, CNC, INTC, XBI, BABA, SPX
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“How Did This Happen?” Stock Market (And Sentiment Results)
Thursday, March 23, 2023 2:49 PM EDT
Pandora’s box was opened by the Fed’s unyielding rate hike campaign until something broke.
In this article: SPY, SPX
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33 to 48 of 342 Posts
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