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The Channel

  1. Fly Intel: Wall Street's top stories...

    15 minutes ago
    The Fly
  2. Stone Gagged Again As Judge Threatens...

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  3. Stocks Slide As "Bad News Is Bad News...

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  4. Billionaire Investor’s Take On...

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  5. The Last Time This Divergence Emerged...

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  7. Illinois Hopes to Fix $134 Billion...

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  8. Magical thinking

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Trade Idea of the Day Presented by: Zero Hedge

Sleepy Stocks Drift As Fed Minutes Fail To Ignite Buying Boost

The market's hopes that today's snow-delayed Fed minutes would resolve the debate over the fate of the balance sheet unwind, were dashed with the Fed confirming what traders already knew: the Fed would remain patient, data dependent, focused on the fading inflation impulse, and would seek a plan for when the Fed's... Read More

For The First Time Since 2000, Most Assets Are Overbought

What a difference two months makes. Back in December, with virtually every asset class getting clobbered ahead of the year-end flood of hedge fund redemption requests, the most popular chart was one from Deutsche Bank showing how virtually every single asset class would post negative returns in 2018. Fast forward to today when just days after we noted that stock market breadth had just hit an all time high, prompting some commentators to describe the move in January and February as a blow off top...

Bausch shares 'overvalued,' pipeline 'underwhelming,' says Wells Fargo

Wells Fargo analyst David Maris says Bausch Health's Q4 results and 2019 outlook further support his negative outlook on the shares. The analyst keeps an Underperform rating on the name with a $9 price target. The stock closed yesterday at $24.05. Bausch is still not willing to abandon its guidance of doubling Dermatology sales by Q3 of 2022, Maris tells investors in a post-earnings research note. The analyst, however, continues to see "little chance" the company will add $740M in Derm sales between now and then...

Fly Intel: Top five analyst downgrades

Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. CVS Health (CVS) downgraded to Market Perform from Outperform at Wells Fargo with analyst Peter Costa citing its "continued failure" to stabilize its existing businesses, particularly the long-term care business, after two years of pressure. 2. Southwest (LUV) downgraded to Sell from Neutral at Goldman Sachs with analyst Catherine O'Brien saying Southwest's fiscal 2019 pretax margin will decline 60 basis points due to the dilutive impact of its new Hawaii flying and unit...

HSBC Made $120 Million In One Day As Turkish Lira Imploded

Countless Japanese amateur FX traders and Mrs. Watanabes were crushed last summer when the Turkish lira, one of Japan's favorite FX pairs, tumbled in an accelerating avalanche following a sharp deterioration in the Turkish economy and a major deterioration in US-Turkish relations over the ongoing arrest of Pastor Brunson which resulted in brief US tariffs. Yet while the losers were known, the big winners remained under the radar. Until now. As part of its (disappointing) earnings results...

Fly Intel: Top five weekend stock stories

Catch up on the weekend's top five stories with this list compiled by The Fly: 1. The U.S. Commerce Department sent a report to President Trump that could unleash steep tariffs on imported cars and auto parts, provoking a sharp backlash from the industry even before it is unveiled, the agency confirmed to Reuters' David Lawder and David Shepardson. Trump has 90 days to decide whether to act upon the recommendations, which auto industry officials expect to include at least some tariffs on fully assembled vehicles or on technologies...

Economists Can’t Forecast Retail Sales, But You Have an Edge Because You Can

I had to chuckle when I saw how surprised the Wall Street media crowd was by Thursday's monthly retail sales report for December. The consensus of economists guesses for the month was for a 0.2% increase. Instead, they got smacked with a drop of 1.2% in the seasonally adjusted headline number. How could they have been so wrong? The funny thing is that if they had been paying attention all these years, they would know that, retail sales track the stock market with a slight lag...

Aradigm announces plans for reorganization under Chapter 11

Aradigm has filed for protection under Chapter 11 of the U.S. Bankruptcy Code in the Alameda County Court District to facilitate the sale of its assets. On February 11, 2019, Aradigm determined that without confirmation of funding from its primary investor and partner, the company would not have enough funds to meet all of its future financial obligations. Therefore, the company had no alternative but to consider filing for bankruptcy protection in order to preserve its going concern value. As a result, Aradigm's...

Amazon VP Invites Ocasio-Cortez To "Take A Tour" Of Amazon Facility After Critical Tweet

Reputed master of the clapback Alexandria Ocasio-Cortez just got a taste of her own medicine...dished out by Amazon senior vice president for worldwide operations Dave Clark. In a tweet AOC referenced myriad reports in the media about the strict performance metrics at Amazon's fulfillment centers, which reportedly make it difficult for workers to take bathroom breaks and also involve difficult conditions like working without air...

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