Be in the know. 12 key reads for Sunday…

  1. Mario Gabelli Says It’s Time to Invest in Stocks That Will Save the World. These Two Stocks Fit the Bill. (Barron’s)
  2. How Will You Measure Your Life? (HBR)
  3. The House From Entourage Sells for $5.32 Million (Architectural Digest)
  4. DeLorean Confirms Plans to Produce Limited Run of Iconic DMC-12 (Maxim)
  5. Metallica frontman’s built-from-scratch vintage car collection goes on view in LA (designboom)
  6. February Almanac: Weak Link in Best Six Months (Almanac Trader)
  7. ECRI Weekly Leading Index Update (Advisor Perspectives)
  8. Episode 966: The Rise Of Putin (NPR)
  9. Why Is Joe Rogan So Popular? (The Atlantic)
  10. Taylor Swift: No Longer ‘Polite at All Costs’ (Variety)
  11. Japan’s Mystical Masterpiece, The Four Seasons Hotel Kyoto (JustLuxe)
  12. Libya Oil Closure a ‘Bullet in the Head,’ Says Bank Governor (Bloomberg)

Be in the know. 10 key reads for Saturday…

  1. How the stock market has performed during past viral outbreaks, as epidemic locks down 16 Chinese cities (MarketWatch)
  2. Sam Zell — Strategies for High-Stakes Investing, Dealmaking, and Grave Dancing (#407) (Tim Ferriss)
  3. Sports Gambling Will Be Huge. Buy These Stocks. (Barron’s)
  4. Stocks Catch a Cold After Fed Stops Expanding Its Balance Sheet (Barron’s)
  5. Porsche’s first Super Bowl ad since 1997 features car chase with its all-electric Taycan (CNBC)
  6. EIA expects U.S. net natural gas exports to almost double by 2021 (EIA)
  7. Life is Short (safalniveshak)
  8. Seth Klarman passionately defends value investing and said its time is coming again soon (CNBC)
  9. You Can Buy Into These Sports Teams. But the Valuations Are Lofty. (Barron’s)
  10. Opinion: Here’s what the Super Bowl ‘Predictor’ sees for stocks in 2020, depending on whether the 49ers or the Chiefs win (MarketWatch)

Be in the know. 12 key reads for Friday…

  1. Tiger Cubs, the Next Generation: Meet Chase Coleman’s Proteges (Bloomberg)
  2. 3 Pieces to the 2020 Earnings Puzzle (and Sentiment Results) (Zero Hedge)
  3. Adding a Chronograph Makes This Already-Great Watch Even Better (Bloomberg)
  4. Exclusive: U.S. pushing India to buy $5-6 billion more farm goods to seal trade deal – sources (Reuters)
  5. European stocks climb as economic data fuels growth hopes (Reuters)
  6. 3 Oil and Gas Equipment Stocks in Possible New Uptrend (Investopedia)
  7. Legendary investor Bill Miller scored 120% returns though he did ‘nothing’ in the last months of 2019 (Business Insider)
  8. Trump is studying ‘numerous’ middle-class tax cut plans ahead of election, White House says (Business Insider)
  9. If You Missed Out on Tesla, Consider This Chinese Car Maker (Barron’s)
  10. Vietnam’s Economy Is Booming. Just Don’t Expect to Find Its Stocks In Your Emerging Markets Fund. (Barron’s)
  11. Help! I’m Trapped Inside TikTok and I Can’t Get Out (Wall Street Journal)
  12. Activist Investors and the Art of the Deal (Wall Street Journal)

Be in the know. 12 key reads for Thursday…

  1. Boeing’s Latest Setback Could Have a Silver Lining (Wall Street Journal)
  2. 4 Tech Stocks With Big Dividends (Barron’s)
  3. IBM’s Turn Might Stick (Wall Street Journal)
  4. Bulletproof 1928 Caddy once owned by Al Capone up for sale for big bucks (Fox Business)
  5. The new kings of the bond market (Financial Times)
  6. White House has started work on second round of tax cuts to boost growth, Mnuchin says (CNBC)
  7. Greta Thunberg isn’t qualified to lecture the US on climate change, Treasury Secretary Steven Mnuchin says (Business Insider)
  8. ECB launches review that will redefine its mission and tools (Reuters)
  9. Secretive Startup Promises Satellite Internet for the Masses (Bloomberg)
  10. One value strategy now favors commodity sector over techs (MarketWatch)
  11. Pound Forecasters Tune Out BOE Cut Calls to Sound Upbeat (Bloomberg)
  12. Brexit Divorce Deal Clears U.K. Parliament (Wall Street Journal)

Be in the know. 10 key reads for Wednesday…

  1. Founder of world’s largest hedge fund says ‘cash is trash’ as the Dow soars to records (Yahoo! Finance)
  2. EXCLUSIVE: Trump promises ‘very big’ middle-class tax cut, trade deals, and health care in second term (Fox Business)
  3. At Davos, Kudlow touts huge wage gains among blue-collar worker (Fox Business)
  4. Monopoly Power and the Malfunctioning American Economy (Institutional Investor)
  5. Trump expects EU trade deal before November election (Financial Times)
  6. Americans Don’t Want to Drive Electric Cars (24/7 Wall St.)
  7. Trump Says Dow Would Be 10,000 Points Higher Without Fed’s ‘Big Mistake’ (MarketWatch)
  8. Bets on BOE Rate Cut Fall Below 50% as Factory Optimism Jumps (Bloomberg)
  9. Nio’s stock has soared 60% during 9-day win streak through Tuesday (MarketWatch)
  10. GOLDMAN SACHS: Stocks that pay huge dividends are historically cheap. Here are the 12 poised to make the biggest payouts to investors through 2021. (Business Insider)

Be in the know. 10 key reads for Tuesday…

  1. The Most Popular Small Caps Underperformed Last Year. They’re Perking Up in 2020. (Barron’s)
  2. Small Dogs Offer Incredible Dividend Yields (Barron’s)
  3. Asked if he wants to get off the train in the bull run, Paul Jones said, “Not really. The train has got a long, long way to go if you think about it.” (CNBC)
  4. The Davos Plutocrats Warm Up to Trump (New York Times)
  5. Liberty Global Signals U.K. Expansion With New Broadband Unit (Bloomberg)
  6. U.S. tech stocks ‘most crowded’ trade for bullish investors: BofA survey (Reuters)
  7. This Shale Giant Is Ready For A Rebound (Yahoo! Finance)
  8. Trump touts ‘blue collar boom’ in speech to global elite (Fox Business)
  9. Trump Slams Impeachment “Hoax” & Climate Change “Prophets Of Doom” During Davos Address (ZeroHedge)
  10. Trump’s Former Economic Chief Gary Cohn Predicts No Recession (Bloomberg)

Be in the know. 6 key reads for Martin Luther King Day…

  1. ‘Took me right out of my seat’ — Warren Buffett was inspired by a Martin Luther King Jr. speech to push for civil rights (Business Insider)
  2. Hedge-Fund Titans Hohn, Mandel Lead $178 Billion Year of Profits (Bloomberg)
  3. Hedge Funds That Bet on Big Trends Are Trying to Bounce Back (Bloomberg)
  4. OPEC oil production cuts likely to continue for the ‘whole of 2020’: Wood Mackenzie (CNBC)
  5. Oil climbs above $65 after an escalation in Libya’s civil war forces the shutdown of 2 major oilfields (Business Insider)
  6. British Pound Shows Signs of Strength Before Brexit (Bloomberg)

Be in the know. 25 key reads for Sunday…

  1. How the SECURE Act Affects Investors (U.S. News and World Report)
  2. A Big Contrarian Investor Bought Up Boeing Stock (Barron’s)
  3. Federal Reserve’s embrace of higher inflation is ‘momentous’ for markets (Financial Times)
  4. The Real-Life Diet of NHL Player Brent Burns, Who Hunts and Farms His Own Food (GQ)
  5. Mark Wahlberg’s Secret to Becoming More Disciplined (Entrepreneur)
  6. ‘Blank-Check’ Companies Are Hot on Wall Street. Investors Can’t Ignore Them. (Barron’s)
  7. The Method Behind the Melt-up: Why the Dow Won’t Stop at 30,000 (Barron’s)
  8. The 47,500% Return: Meet The Billionaire Family Behind The Hottest Stock Of The Past 30 Years (Forbes)
  9. The Hidden Dangers of the Great Index Fund Takeover (Bloomberg)
  10. Bill Miller 4Q 2019 Market Letter (Miller Value)
  11. The Secretive Company That Might End Privacy as We Know It (New York Times)
  12. Hedge Fund and Insider Trading News: Stanley Druckenmiller, David Tepper, D.E. Shaw, Millennium Management, Aurora Cannabis Inc (ACB), Lennar Corporation (LEN), and More (Insider Monkey)
  13. Trump Fans or Not, Business Owners Are Wary of Warren and Sanders (New York Times)
  14. A theory on who’s doing all the buying that’s pushing stocks higher and higher (CNBC)
  15. ECRI Weekly Leading Index Update (Advisor Perspectives)
  16. Europe is rediscovering its penchant for statist intervention (The Economist)
  17. Dan Fink Designs the Ultimate Automobile-Friendly Man Cave (Architectural Digest)
  18. The World’s Most Beautiful Libraries: Wiblingen and Schussenried Abbeys (Daily Beast)
  19. The Quiet Billionaires Behind America’s Predator Drone That Killed Iran’s Soleimani (Forbes)
  20. China’s Birth Rate Falls to New Low, Threatening Economy (Wall Street Journal)
  21. Martha Stewart mocks Gwyneth Paltrow’s ‘vagina-scented’ candle: ‘I wouldn’t buy it’ (Fox Business)
  22. How To Create Havoc In The U.S. Options Market (Podcast) (Bloomberg)
  23. Connecticut’s Bold Population Goal (U.S. News & World Report)
  24. Kill Switch for CRISPR Could Make Gene Editing Safer (Scientific American)
  25. Inside Jared Kushner’s Unusual White House Role (Time)

Be in the know. 15 key reads for Saturday…

  1. Tepper, Druckenmiller Say They’re ‘Riding’ Market Rally (Bloomberg)
  2. OPEC secretary general says oil demand has ‘upside potential’ (CNBC)
  3. Tesla and 25 Other Stock Picks from Barron’s Roundtable Panelists (Barron’s)
  4. Here’s what Elon Musk said when Jack Dorsey asked him how to fix Twitter (CNN Business)
  5. Netflix earnings, Trump speaks at Davos, IBM reports: 3 things to watch for on Tuesday (CNBC)
  6. Ex-Millennium Trader Quadruples Hedge Fund Assets to $1 Billion (Bloomberg)
  7. Emerging Markets Could Be Poised to Outperform U.S. Stocks for a Very Long Time (Barron’s)
  8. Barron’s Beat the Stock Market Last Year. Here’s How We Did It. (Barron’s)
  9. These Leaders and CEOs Will Be in Davos Next Week. What They Say May Move Markets. (Barron’s)
  10. Pharma and Biotech Aren’t Worried About Democrats’ Attacks Against Drugmakers (Barron’s)
  11. Oil’s Minnows Need to Start Earning Their Keep (Bloomberg)
  12. Intel earnings: How Intel figures in data-center recovery is key (MarketWatch)
  13. Can HBO Maintain its Dominance in the Streaming Wars? (Vanity Fair)
  14. Bob Iger — CEO and Chairman of Disney (#406) (Tim Ferriss Show)
  15. Value Investing Isn’t Dead Yet, Research Associates Argues (Institutional Investor)

Be in the know. 5 key reads for Friday…

  1. Peak Permian Oil Output Is Closer Than You Think, Investor Says (Yahoo! Finance)
  2. Gap Stock Is Soaring After Company Scraps Old Navy Spinoff (Barron’s)
  3. TikTok Revenues Are Exploding (Barron’s)
  4. The U.S. Natural Gas Boom Is On Its Last Legs (Yahoo! Finance)
  5. Here Are the Emerging-Market Bonds to Watch If Oil Spikes Again (Barron’s)