Thomas Hayes

I see continued strength into year end, led by small caps in December. That should be followed by a sideways grind/consolidation in the front half of next year as policy and Trump Administration appointments crystallize. Generac Holdings Inc. (GNRC) is one favorite small cap in this environment, advises Tom Hayes, editor of HedgeFundTips.

I recently joined the great Stuart Varney on Fox Business to discuss bond yields, the election, the Fed, the market outlook, misconceptions about the “Trump Trade,” and a lot more. Here are a few things to keep in mind about the iShares 20+ Year Treasury Bond ETF (TLT) – and stocks, writes Tom Hayes, editor of HedgeFundTips.

I just put out a summary of the monthly Bank of America “Global Fund Manager Survey.” This month they surveyed institutional managers with $593 billion in assets under management. Here are the key investor takeaways, writes Tom Hayes, editor of HedgeFundTips.

In my recent notes and podcast, I covered everything that was finally going UP – in-line with the imminent “Sea Change” I began talking about publicly since late June. Now we are seeing the second piece to the puzzle with Magnificent Seven stocks/Nvidia Corp. (NVDA) underperforming the rest of the market, writes Tom Hayes, editor of Hedge Fund Tips.

A radical change in central bank policy in the last 18 months coupled with the return of inflation have re-energized the market for long-short investing strategies. For much of the previous decade, near-zero-interest rate policies lured investors toward long-duration assets like tech stocks and long-term bonds The upshot is that long-short funds are finding new opportunities while traditional investors struggle to adjust to the new environment. Hear from several managers who are capitalizing on the changing landscape.

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