T.J. Hayes Blog | China Deal Details And Fed Mid-Cycle Adjustment - VideoCast | TalkMarkets

T.J. Hayes

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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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China Deal Details And Fed Mid-Cycle Adjustment - VideoCast

Date: Saturday, December 14, 2019 12:22 PM EDT

I've just recorded my 7th weekly VideoCast on Stock Market Commentary and Weekly recap. You can view it here:

https://youtu.be/cReEDnOZnLY

It covers: Details of "Phase One" China Deal (better than expected), Comprehensive analysis of Chairman Powell's mid-cycle plan to increase Labor Force Participation (and household formation), 2020 Earnings Estimates and Target Price, Healthcare Earnings, Financials Earnings, REGN, OXY, CHK.

Article referenced in VideoCast above:

https://www.hedgefundtips.com/the-crazy-rich-asians-stock-market-and-sentiment-results/

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