T.J. Hayes Blog | Talkmarkets | Page 1
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 ... more

Articles

Latest Posts
1 to 16 of 119 Posts
1 2 3 ... 8
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.
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.
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.
The Stevie Wonder, “Faith” Stock Market (And Sentiment Results)…
The "most hated" stock in the S&P 500 versus the "most loved" stock in the S&P 500. What does the math tell us?
The 'Dancing On The Ceiling' Stock Market (And Sentiment Results)
The only way to reconcile these uncommon conflicting signals is to be selective. Trim what has run excessively and is due for a break, and buy where there is still pessimism and a durable long-term franchise.
The Morgan Wallen “Chasin’ You” Stock Market (And Sentiment Results)
Chasing you like a shot of whiskey Burning going down, burning going down…
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.
The Old Dominion “Snapback” Stock Market? (And Sentiment Results)
This article explores the question of whether in fact this is a “Snapback” rally or actually a fake out...
Communication Services Earnings Estimates And Revisions
The cumulative 2020 earnings power of these 23 stocks is up by .34% in the last 60 days.
1 to 16 of 119 Posts
1 2 3 ... 8