Be in the know. 15 key reads for Tuesday…

  1. ‘Fear of missing out’ triggers huge fund manager shift from cash to stocks, Bank of America Merrill Lynch says (MarketWatch)
  2. Opinion: Winter is coming: These stocks can fire up your portfolio as energy demand spikes (MarketWatch)
  3. Opinion: The U.S. can slash health-care costs 75% with 2 fundamental changes — and without ‘Medicare for All’ (MarketWatch)
  4. Hedge Fund and Insider Trading News: Tom Steyer, Whitebox Advisors, CQS Cayman LP, Carlson Capital, Henry Schein, Inc. (HSIC), Uber Technologies Inc (UBER), and More (Insider Monkey)
  5. “We say…easy part of rally over, tougher part of rally beginning…but rally it can as no ‘excess greed,’ there is ‘excess liquidity’ (and trade/fiscal easing), and corporate earnings set to accelerate.” (CNBC)
  6. FOMO Grows as Investors Scurry to Catch Stock Market Boom (Bloomberg)
  7. How Trump’s Stock Market Record Stacks Up (Bloomberg)
  8. Buying Stocks At Record Highs Works Until It Doesn’t (Bloomberg)
  9. The Unsolved Mystery of the Medallion Fund’s Success (Bloomberg)
  10. Trump is expected to delay European auto tariffs for 6 months, report says (CNBC)
  11. Stock Markets Were Wrong, and That’s Good (Wall Street Journal)
  12. Jim Cramer: Want to Know Why We Keep Going Up? Look at Stocks (Yahoo! Finance)
  13. Frackers Prepare to Pull Back, Exacerbating a Slowdown in U.S. Oil Growth (Wall Street Journal)
  14. The Paycheck Prognosis (Institutional Investor)
  15. The wealth tax plan worrying US billionaires (Financial Times)