T.J. Hayes | TalkMarkets | Page 8
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 benefit ...more

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TikTok Until The Stock Market “Ghosts” Us
Is the market about to "Ghost" us? How to take advantage.
The Yogi Berra “Fork In The Road” Stock Market (And Sentiment Results)…
“When you come to a fork in the road, take it.” We’ll be using any weakness that potentially comes our way in Q1 to add more value/cyclical names to hold for the next 3-5 years
The Happy Is As "Happy Does” Stock Market - (And Sentiment Results)
As Kenny Chesney sings, "Laugh and live with a half-full cup Yeah, happy is as happy does…"
The Sheryl Crow, “Merry Christmas Baby” Stock Market (And Sentiment Results)…
While December has been nice, there may still be some gas left in the tank.
The Luke Combs, “Lovin’ On You” Stock Market (And Sentiment Results)
We’re seeing signs of froth and euphoria everywhere we look – but no place is it more evident than in IPO valuations. Does that necessarily mean we must correct now as many are calling for in recent days/weeks?
The Frankie Valli, “Can't Take My Eyes Off You” Stock Market (And Sentiment Results)…
Sentiment is generally euphoric for the indices, but under the surface, the rotation we have anticipated since late summer – continues to perform
The U2, “Elevation” Stock Market (And Sentiment Results)…
Did it make sense to short a 60% rally in a “new business cycle” the last three times?
The Buster Poindexter – Hot Hot Hot – Stock Market (And Sentiment Results)
The market rising and the heaviest weights weakening is a sign of strength.
"Super Steve" Saves The Day...
Secretary Mnuchin's move to return ~$500B of taxpayer money back to the Treasury may prove to be one of the most important moves of the Administration this year. Here's why...
The AC/DC “Thunderstruck” Stock Market (And Sentiment Results)
NYC School Shutdowns led to end of day weakness yesterday. What are the implications in the short -term? How is positioning set up for the Stock Market moving forward? Which sectors will thrive?
The Louis Armstrong, “What A Wonderful World” Stock Market (And Sentiment Results)…
Despite yesterday’s dip, energy stocks in the S&P remain on track for their best week ever.
The “Back To The Future” Stock Market (And Sentiment Results)
In 2016 all major indices were weak going into the election – just like today. Is this 2016 all over again?
The Taylor Swift “You Need To Calm Down” Stock Market (And Sentiment Results)
When you look around at many of the small businesses that were affected by COVID – as well as those impacted with “front-facing” jobs in leisure/hospitality and travel, it is hard for many to understand why the stock market is doing so well.
The Fleetwood Mac “Dreams” Stock Market (And Sentiment Results)…
In this week’s AAII Sentiment Survey result, Bullish Percent jumped to 34.74% from 26.24% last week. Bearish Percent fell to 38.97% from 43.07% last week.
The “Build Me Up Buttercup” Stock Market (And Sentiment Results)
The market is starting to ease into the “re-opening” trade (Cyclicals) – in anticipation of the imminent vaccine approval. We saw this with Industrials, Materials, Transports, and Financials all outperforming Tech in September.
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.
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