Trading Ideas

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(Bloomberg) — Dire earnings results at SAP SE wiped out more than 35 billion euros ($41 billion) from the German software company’s market value in a matter of minutes, sending a warning to tech investors about the health of the business software industry.In a surprise release late Sunday, SAP, one of Europe’s largest tech companies, cut its revenue forecast for the full year and said it expected the fresh wave of Covid-19 lockdowns to hurt demand through the first half of 2021. The results caused shares to fall the most ever in a single day, according to data compiled by …read more […]

(Bloomberg) — More than two dozen wildfires have broken out in California as hurricane-strength gusts sweep the state, including a blaze outside Los Angeles that’s forced 60,000 people to evacuate.Firefighters have managed to tamp down most of the fires, which began Sunday and Monday even after the state’s largest utility, PG&E Corp., cut power to an estimated 1.1 million people to prevent live wires from toppling into dry brush. But the blaze prompting evacuations near Irvine in Orange County remains uncontrolled after quickly ripping through more than 2,000 acres, according to fire officials.It’s some of most dangerous weather the state …read more […]

Dr. Anthony Fauci, director of the National Institute of Allergy and Infectious Diseases (NIAID), discusses the progress made on COVID-19 vaccines. …read more […]

I’m not sure whether to be amazed or amused that so many professional economists don’t understand the first thing about the stock market.
Exhibit A is Paul Krugman, a Nobel laureate and regular columnist for The New York Times.
Four years ago, he predicted a market collapse and “a global recession with no end in sight” if Donald Trump were elected president.
He then spent the next three years pooh-poohing the economic boom – and bull market – that followed.
The pandemic and government-imposed economic lockdown ended both, of course.
But when the market rallied off its March lows, Krugman wrote column after column declaring …read more […]

Kenny Rogers sang, in “The Gambler,” “You got to know when to hold ’em, know when to fold ’em” — a poker reference that has merged into popular culture. But how many know another line of the same song? “…Every hand’s a winner/And every hand’s a loser…”The meaning, of course, is clear: a player must understand the lay of the game, the intentions of his opponents, and the odds of improving his hand – only then can he decide whether to draw or bow out. And a skilled player can always find a path to win, no matter what cards …read more […]

Delta Air Lines CEO Ed Bastian on flying demand: “We don’t want customers to worry about their health on our planes.” …read more […]

Delta Air Lines CEO Ed Bastian: “At whatever point a stimulus is approved, I’m optimistic it will support the sector.” …read more […]

Former New York Fed President Bill Dudley says the Fed’s ability to prop up the economic recovery is getting weaker. …read more […]

Delta Air Lines CEO Ed Bastian says “We haven’t had a single documented case of transmission aboard our aircraft, even though we’re flying 1M per week.” …read more […]

In this article we are going to use hedge fund sentiment as a tool and determine whether Chevron Corporation (NYSE:CVX) is a good investment right now. We like to analyze hedge fund sentiment before conducting days of in-depth research. We do so because hedge funds and other elite investors have numerous Ivy League graduates, expert […] …read more […]

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Before we spend countless hours researching a company, we like to analyze what insiders, hedge funds and billionaire investors think of the stock first. This is a necessary first step in our investment process because our research has shown that the elite investors’ consensus returns have been exceptional. In the following paragraphs, we find out […] …read more […]

Many prominent investors, including Warren Buffett, David Tepper and Stan Druckenmiller, have been cautious regarding the current bull market and missed out as the stock market reached another high in recent weeks. On the other hand, technology hedge funds weren’t timid and registered double digit market beating gains. Financials, energy and industrial stocks aren’t doing […] …read more […]

Out of thousands of stocks that are currently traded on the market, it is difficult to identify those that will really generate strong returns. Hedge funds and institutional investors spend millions of dollars on analysts with MBAs and PhDs, who are industry experts and well connected to other industry and media insiders on top of that. Individual investors can piggyback […] …read more […]