《向錢汗》 (Sweatin’ Money!) EP39: May 22, 2016

Welcome to 向錢汗 (Sweatin’ Money)‘s latest episode:

In this episode, we dabble in:

  • Apple dropping, but buying Tencent’s DiDi.
  • Subaru recalls.
  • Alaska leases for shell.
  • SWIFT hacks.
  • Reports.
  • Minimum wage.

Sources:
S&P Cuts Icahn Enterprises Rating to Junk, Outlook Stable
Warren Buffett Buys Stake in Apple
Warren Buffett Says He’s Lost $2-Billion on IBM
David Einhorn and Warren Buffett Agree That Apple Is A Buy
Exclusive Warren Buffett, Quicken Loans Founder in Yahoo Bid – Sources
Microsoft is Selling Its Cheap Phone Business to Foxconn
Rule to Make More Workers Eligible for Overtime
New Rule Expands Overtime Pay to Millions of Workers
BlackRock’s Fink Says Everyone Should Worry About China Debt
Automation Accelerates in the Fast Food Industry
Pensions May Be Cut to ‘Virtually Nothing’ for 407,000 People
A Third of Cash is Owned by 5 U.S. Companies
NAHB Index Unchaged in May, Pointing to Steoady Housing Growth
existing Home Sales Hit $5.45-Million Units in April, vs Expectations of $5.4-Million
US Consumer Price Index Rose 0.4% in April Vs. 0.3% Increase Expected
Fed Signals Interest Rate Hike Firmly on the Table for June
California Adds 59,600 Jobs in April, Unemployed Ticks Down to 5.3%
Federal Reserve Industrial Production Report Released May 17, 2016
Scandal-Hit VW Agrees to 4.8 Percent Pay Rise for Workers
China Has Conducted a ‘War’ –Not Trade– With Steel, Experts Say
Wendy’s Serves Up Kiosks as Wage Rise Hits Fast Food Group

[International Markets]
Hedge Funds Bet Against Australia’s Big Banks in Record Numbers
NZ Export Log Prices Lift in May
Dollar Falls vs Yen After Japan Logs Larger-than-Expected Trade Surplus
Dividends Are Raising the Popularity of ETFs
China Names Wu Qing as Head of Shanghai Stock Exchange
China to Restrict TRading Halts, Report Says, Boosting MSCI Odds
台股遇「陸障」政府基金備戰
Hong Kong and Shanghai Markets Open Higher on Monday

Playbook Positions:
-PHG – Call (but not optimistic)
-SQ – Long (but not optimistic, in the short-term)
-DNKN – Long
-DIS – Long

-CZR – Short
-MCD – Long
-DIS – Long

Form 4 Square, Inc. For May 06 Filed by: Giampetroni John
The Best Mobile Payment Apps For Sending Money to Friends

Recommendations:
What Investors Can Learn From Insider Trading
When Insiders Buy, Should Investors Join Them?
Keeping An Eye On the Activities of Insiders and Institutions
http://www.insider-monitor.com

Companies mentioned:
-Apple (AAPL)
-Icahn Enterprises LP (IEP)
-International Business Machines (IBM)
-Yahoo (YHOO)
-Yelp (YELP)
-Berkshire Hathaway (BRK.A, BRK.B)
-Microsoft (MSFT)
-Wendy’s (WEN)
-Alphabet/Google (GOOG)
-Cisco (CSCO)
-Oracle (ORCL)
-Pfizer (PFE)
-Volkswagen (VLKAY, VLKPY)
-PayPal (PYPL)
-Caesar’s Palace (CZR)

《向錢汗》 (Sweatin’ Money!) EP38: May 15, 2016

Welcome to 向錢汗 (Sweatin’ Money)‘s latest episode:

In this episode, we dabble in:

  • Apple dropping, but buying Tencent’s DiDi.
  • Subaru recalls.
  • Alaska leases for shell.
  • SWIFT hacks.
  • Reports.
  • Minimum wage.

Sources:
A Message to Subaru Customers About Air Bag Recalls
Turn! Turn! Turn! Subaru Recalls 48,500 Cars for Steering Issues.
Fuji Heavy Recalling Over 80,000 Subaru Vehicles in Japan
Shell Abandons All But One Lease for Drilling in Arctic’s Chukchi Sea
A Giant Moth Managed to Knock Out a Tesla Car’s Autopilot System
Europe Sides With the US: Sorry, Chian, You’re Still Not a Market Economy
Details Emerge on Global Bank Heists by Hackers
SWIFT Warns of Hack Attack on a Bank After Bangladesh Heist
Warren Buffett Supports Bid for Yahoo Assets
Small-Business Sentiment Rises to Halt Three-Month Slide, NFIB Says
Blame This For That Spike in Weekly Jobless Claims
Consumer Comfort Drops to a Five-Month Low
Why the U.S. Retail Sales Numbers Are a Bit Suspicious
The Labor Market Suggests a Recession Could Be Coming Soon
China’s Great Distortion
Hong Kong Property Market in ‘Free Fall’: Hayman’s Bass
Apple Invests $1-Billion in Chinese Ride-hailing Service DiDi ChuXing
Is Carl Icahn Calling a Market Correction? (IEP, AAPL)
Uber’s CEO Responds to the News that Apple Invested $1-Billion in its Chinese Nemesis
Senegal’s Handicrafts: Made in China?
Wendy’s Serves Up Kiosks as Wage Rise Hits Fast Food Group
Ghost Pepper
Bernie Sanders Says Minimum Wage Hike to $15 Would Reduce Federal Assistance by $7.6-Billion a Year
Who Owns America’s Debt?

The S&P 500 Is Having Its Best Day Since Mid-April

S&P/ASX200 Set to Open Lower: 9 Shares to Watch
Aussie Hits 10-Week Low as China Reports Show Growth Slowdown
商品9時30分 原油が小動き、強弱感定まらず 金は小幅安
China’s Stocks Slump to Two-Month Low on Economic Growth Concern
台股5月16日 訊息盤點(二) 個股訊息

Recommendations:
Microeconomics and McDonald’s

Playbook Positions:
-PHG – Call
-SQ – Long

-BAC – Long
-CZR – Put
-MCD – Call
-DIS – Long

Companies mentioned:
-Advanced Micro Devices (AMD)
-Intel (INTC)
-Amazon (AMZN)
-Netflix (NFLX)
-Berkshire Hathaway (BRK.A, BRK.B)
-Vanguard 500 Index Fund (VOO)
-iShares 1-3 Year Treasury Bond ETF (SHY)

-Honda Motors (HMC)
-Royal Dutch Shell (RDS.A, RDS.B)
-Sony Corp (SNE)
-Yahoo Inc (YHOO)
-Berkshire Hathaway B-shares (BRK.B)
-Apple (AAPL)
-BaiDu (BIDU)
-Google (GOOG)
-Wendy’s (WEN)
-Starbucks (SBUX)

《向錢汗》 (Sweatin’ Money!) EP37: May 8, 2016

Welcome to 向錢汗 (Sweatin’ Money)‘s latest episode:

In this episode, we dabble in:

  • AMD: Buying opportunity?
  • Amazon’s 3-Trillion?
  • China’s metals, and “positive energy”.
  • Buffet jabs hedge funds.
  • We know who Satoshi Nakamoto is. Or do we?
  • Square!

Sources:
Should You Buy Advanced Micro Devices Inc., After Its Earnings Beat?
New Monthly Amazon Prime Membership Plas Offer Little Value
Amazon Could Be a $4 Trillion Company, Says Top VC
Starbucks And Steel: The Diwergent Directions of China’s Economy
China Pressures Economists to Inject ‘Positive Energy’ Into Their Outlooks
China CaiXin April Manufacturing PMI 48.4 vs 49.7 in March
US Markit Manufacturing YMI Index for April Sees No Improvements
Survey: Growth at US Services Firms Strengthened in April
Buffett Hits Hedge Funds While They’re Down, Faulting Fees
Put Buffett’s Advice Into Action With These Two ETFs
Construction Spending Rose in March: What Does It Mean?
Australian Computer Scientist Claims He Created Bitcoin
Was There a Connection Between Craig Wright and Bitcoin Price?
More Oilsands Production Shutdown As Fort McMurray Fire Continues to Rage, Knocking One Million Barrels Offline
Square, Inc. Plunges Despite Boosted Guidance
Square Inc., Slips Over Competition and Saturation Woes
Square Will End Payment-Processing Agreement With Starbucks
Goldman Explains How to Make Money Even if the Stock Market Is Flat This Year

The Employment Situation in April
Most Asian Stocks Rise After U.S. Payrolls as Japan Drives Gains
Takata Shares Fall On New Recall Reports
China’s Iron Ore Futures Tumble As April Trade Data Disappoints
HK Stocks Rise — Shanghai and Shenzhen Fall on Monday

Recommendations:

Playbook Positions:
-PHG – Call
-BAC – Put
-CZR – Put

Companies mentioned:
-Advanced Micro Devices (AMD)
-Intel (INTC)
-Amazon (AMZN)
-Netflix (NFLX)
-Berkshire Hathaway (BRK.A, BRK.B)
-Vanguard 500 Index Fund (VOO)
-iShares 1-3 Year Treasury Bond ETF (SHY)
-Starbucks (SBUX)
-Apple (AAPL)
-Honda Motors (HMC)

《向錢汗》 (Sweatin’ Money!) EP36: May 1, 2016

Welcome to 向錢汗 (Sweatin’ Money)‘s latest episode:

In this episode, we dabble in:

  • Rate hikes?
  • Chipotle falls…
  • So did Chevron and Exxon…
  • …And Tesla…
  • …And Apple, and probably others…
  • Under Armour has some copycats.

Sources:
Fed Holds Rates: Three Key Takeaways From FOMC Meeting For Global Markets
Chipotle Just Reported Their First Ever Quarterly Loss and Now They’re Considering Adding This Menu Item

Refining’s Silver Lining Loses Luster At Exxon and Chevron
Tesla Motors Inc., Hasn’t Exactly Been on Firm Footing in a While, But Today the Rug Got Pulled Out From Underneath It.
Following the Delivery Miss, Baird Reduces its Q1 Margin Estimate on Model But Expects Tesla to Hit the Full-Year Guidance
Mercedes Is Brewing Some Poison for Tesla Motors Powerwall in Germany
Apple Reports First Year-Over-Year Revenue Decline Since 2003: $10.5B Profit on $50.6B in Revenue
Citing Concerns in China, activist Investor Carl Icahn No Longer Owns Shares of Apple
The No-Good Week in Tech’s (Hopeful) Trip to a Bright Future
How Creating New Facebook Stock Will Keep Mark Zuckerberg in Control
A Chinese Sportswear Brand Called Uncle Martian Just Launched, and it Appears to be Openly Ripping Off Under Armour

Bank of Japan Stuns Market by Holding Off on More Stimulus
S. Korea Won Pares Losses From U.S. Exchange Rate Report, Stocks Down
Hong Kong Stocks Post Biggest Loss After Weak Earnings

Recommendations:
Berkshire Hathaway’s Investor’s Meeting (streamed for the first time!!!)Although, archived by the time we talk about it)

Playbook Positions:
-PHG – Call
-BAC – Put
-CZR – Put

Companies mentioned:
-Chipotle (CMG)
-Exxon (XOM)
-Chevron (CVX)
-Tesla Motors (TSLA)
-Daimler (DDAIF)
-Apple Inc. (AAPL)
-Facebook (FB)