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 256 Posts
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Stock Market Commentary: “Volumes Are The Name Of The Game…”
Thursday, February 22, 2024 2:46 PM EDT
Short, intermediate, and long term outlook on the market. Plus, a deep dive into our thesis on Cooper Standard
In this article: BAX, PYPL, CPS, GOOS
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“Goolsbee Saves The Day” Stock Market (And Sentiment Results)
Friday, February 16, 2024 2:31 PM EDT
Thoughts on the CPI report, sentiment/positioning, and a deep dive into one of our favorite picks.
In this article: CRK, GNRC, SPY
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“It’s Good To Be The King” Stock Market (And Sentiment Results)…
Thursday, February 1, 2024 10:20 AM EDT
Time will tell, but my experience indicates the “first move” after a Fed meeting is often the “wrong move” – and so far it’s down. We’ll see how it plays out in the coming days.
In this article: AAP, BA, SWK, GOOGL, SPY, SPX
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“Hedge Or No Hedge?” Stock Market (And Sentiment Results)…
Thursday, January 4, 2024 12:17 PM EDT
While we did/do expect some consolidation/volatility in Q1 after a nice move in Q4, don't get too cute with shorting or hedging as it’s tough to short new highs.
In this article: CCI, VFC, PYPL, CPS, GOOS, SPY, SPX
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“The Last Shall Be First” Stock Market (And Sentiment Results)…
Thursday, December 28, 2023 2:14 PM EDT
This year, we are paying close attention to the areas that have underperformed in 2023 for opportunities in 2024. 
In this article: CCI, CRK, GNRC, VNO, KRE, TLT, XBI, BABA, PYPL, CPS
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“Rally Over Or Just Beginning?” Stock Market (and Sentiment Results)…
Thursday, December 21, 2023 12:25 PM EDT
Yesterday’s sell-off in equity markets coincided with another weak Treasury bond auction. That minor catalyst was compounded by the low liquidity of holiday markets.
In this article: SPY
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How It Started. How It’s Going – Stock Market (And Sentiment Results)
Thursday, December 14, 2023 8:56 PM EDT
A look back at what we were doing and publishing when all of the bears were out in full force. Also, an update on PYPL following their reported results.
In this article: VNO, PYPL, IEF, TLT, UUP, SPX
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Tools And Tech Stock Market (And Sentiment Results)
Thursday, November 23, 2023 5:11 PM EDT
I’m trying to highlight the results from 1-2 companies per week that we have talked about on our weekly podcast|videocast(s). Today we’ll do a deep dive on SWK and BABA:
In this article: SWK, BABA, SPY
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“Earnings Results Hopping” Stock Market (And Sentiment Results)
Thursday, November 9, 2023 4:15 PM EDT
Updated economy/market views alongside some favorite stock picks...
In this article: DIS, GNRC, INTC, CPS, SPX
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“Weak Sisters Flushed” Stock Market
Thursday, November 2, 2023 6:58 PM EDT
Slowly but surely we are getting all of the weak sisters flushed out of undervalued great companies – while they chase into overpriced momentum vehicles that are set up for a fall.
In this article: VFC, PYPL Also: INTU, LOGI
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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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17 to 32 of 256 Posts
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