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The Channel

  1. Box Office Battle: 'Wreck-It Ralph...

    7 minutes ago
    The Fly
  2. Comments on October Existing Home Sales

    4 minutes ago
    Calculated Risk
  3. Fly Intel: Wall Street's top stories...

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    The Fly
  4. Owner Of Blown-Up Hedge Fund Left...

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  5. "This Is Stupid, I'm Done" - Traders...

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  6. Rising High: International Cannabis...

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  7. Weiner: "Buying Gold Is A Non-Expiring...

    39 minutes ago
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  8. Goldman: "Hedge Fund Returns And...

    about 1 hour ago
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Trade Idea of the Day Presented by: Zero Hedge

Amazon Rolling Out 'Amazon Pay' Digital Wallet In Physical Stores

As FAANG stocks lead the market lower during what has become a relentless Q4 selloff, Amazon is hoping to reassure anxious investors that the company's relentless expansion and revenue growth will continue. To wit, the company is taking another big step toward establishing itself as the American WeChat or Alipay as... Read More

WTI Tumbles After Ninth Consecutive Weekly Crude Build

WTI has rallied since last night's API-reported surprise crude draw, but remains drastically lower even from yesterday's highs. President Trump's tweet thanks Saudi Arabia for lower oil prices one day after announcing the U.S. won’t let the murder of a journalist jeopardize relations with the kingdom, slowed the momentum a little. “Another week of inventory builds would most certainly push oil prices down further, as market concerns over waning demand growth intensify,” says Cailin Birch, global economist at The Economist Intelligence Unit. API Crude -1.545mm. Cushing +398k - 9th week in a row. Gasoline +706k...

Zuckerberg tells CNN stepping down as Facebook chairman 'not the plan'

In an interview with CNN, Facebook CEO Mark Zuckerberg said stepping down as the company's chairman is "not the plan." Zuckerberg also expressed support for Chief Operating Officer Sheryl Sandberg. "Sheryl is a really important part of this company and is leading a lot of the efforts for a lot of the biggest issues that we have," Zuckerberg told CNN Business. "She's been an important partner to me for ten years. I'm really proud of the work that we've done together and I hope that we work together for decades more to come." He added,...

WTI Crude Crashes To $53 Handle, 12-Month Lows

Oil is plunging again this morning (down almost 6%) on persistent fears that a surplus will re-emerge next year despite OPEC’s plans to cut production. As trader await API inventory data tonight, expected to show a ninth weekly increase - the longest streak in a year - concerns grow that Russia may not play nice with OPEC and cut production when they meet next month. “The name of the game in the oil market is volatility,” International Energy Agency Executive Director Fatih Birol said at a conference in Oslo...

Housing Starts Increased to 1.228 Million Annual Rate in October

Housing Starts: Privately‐owned housing starts in October were at a seasonally adjusted annual rate of 1,228,000. This is 1.5 percent above the revised September estimate of 1,210,000, but is 2.9 percent below the October 2017 rate of 1,265,000. Single‐family housing starts in October were at a rate of 865,000; this is 1.8 percent below the revised September figure of 881,000. The October rate for units in buildings with five units or more was 343,000. Building Permits: Privately‐owned housing units authorized by building permits in October...

On The Fly: Top five analyst initiations

Catch up on today's top five analyst initiations with this list compiled by The Fly: 1. Cognex (CGNX) initiated with a Buy at Berenberg. 2. Yeti (YETI) was initiated with a Buy at Jefferies, Goldman Sachs, Stifel, BofA/Merrill and Citi, an Overweight at Piper Jaffray, KeyBanc, and Morgan Stanley, as well as an Outperform at Baird, William Blair, and Raymond James. 3. WillScot (WSC) initiated with an Equal Weight at Barclays. 4. CarGurus (CARG) initiated with a Buy at SunTrust. 5. Independence Realty Trust (IRT) initiated with an Equalweight at Capital One...

Tech Tanks As Macro Funds "Nuke" Positions Into Year-End

After a roller-coaster ride overnight, US equities are tumbling out of the gate with tech-heavy Nasdaq leading the collapse as various big-tech 'no brainers' such as AAPL, FB, and NVDA are all plunging. As Nomura's Charlie McElligott notes, all leadership stocks are getting crushed as macro funds absolutely nuke 'risk-on' positioning into year-end. Whether due to 1) “end of cycle” view accelerating, 2) monetization / protection of YTD gains or the most likely 3) a mix of both points #1 and #2, Macro Funds cut risk across the board. Macro Fund Beta to SPX down to just 17th %ile (from 39th %ile, and was 79th %ile one month ago). Macro Fund Beta to Eurostoxx down to just 22nd %ile (from 76h %ile, and was 87th...

On The Fly: Top five analyst downgrades

Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Home Depot (HD) downgraded to Neutral from Buy at BofA/Merrill with analyst Elizabeth Suzuki saying peak growth has passed. 2. J.C. Penney (JCP) downgraded to Sell from Hold at Argus with analyst John Eade saying he anticipates continued losses for the stock for the next two years while also warning that at a current share price below $2, the company is operating with a more elevated risk. 3. Nvidia (NVDA) was downgraded to Neutral from Buy at B. Riley FBR and to Buy from Conviction Buy at Goldman Sachs. 4. Michael Kors (KORS) downgraded to Perform from Outperform at Oppenheimer with analyst Brian Nagel saying he is "concerned" that ongoing challenges with inventory management and replenishment...

On The Fly: Top five analyst upgrades

Catch up on today's top five analyst upgrades with this list compiled by The Fly: 1. Qualcomm (QCOM) upgraded to Equal Weight from Underweight at Morgan Stanley with analyst James Faucette saying he thinks consensus estimates now imply a more realistic scenario for QCT margins and that lowered expectations on a resolution with Apple (AAPL) gives room for the stock to react positively should legal proceedings trigger a settlement. 2. Spark Therapeutics (ONCE) upgraded to Neutral from Underperform at Credit Suisse with analyst Martin Auster saying with uniQure's (QURE) update validating AMT-061, its second generation hemophilia B gene therapy construct incorporating the Padua variant, and Freeline's initial data...

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