Category: What I’m Reading Today

Be in the know. 12 key reads for Saturday…

  1. Walmart Finds Amazon’s Weak Spot (Bloomberg)
  2. Big Tech Promised to Reinvent Banking. It Didn’t. (Barron’s)
  3. Lyft Stock Can Double, Analyst Says. That’s a Bold Statement. (Barron’s)
  4. Are Nike’s Vaporfly Running Shoes Too Good? (Bloomberg)
  5. Apple is now worth more than the entire US energy sector: BAML (Business Insider)
  6. Elon Musk’s Boring Company Starts Digging “Viva Las Vegas Loop” (Futurism)
  7. McLaren Debuts Sports Car With Windshield Made of Air (Futurism)
  8. U.S. natural gas production, consumption, and exports set new records in 2018 (EIA)
  9. Taylor Swift Goes After The Carlyle Group in Record Label Dispute (Institutional Investor)
  10. Private Equity Firms Are Ready to Buy Out Companies. After Walgreens, Here’s Who Might Be Next. (MarketWatch)
  11. The analyst who sniffed out Buffett and Icahn moves believes someone big is buying Netflix (CNBC)
  12. Next Stop: Dow 30,000? It Could Happen. (Barron’s)

Be in the know. 10 key reads for Friday…

  1. Billionaires Circle Distressed Assets in U.S. Oil and Gas Patch (Bloomberg)
  2. Hedge Fund and Insider Trading News: Leon Cooperman, Kyle Bass, Jana Partners, Golden Entertainment Inc (GDEN), Liberty Broadband Corp (LBRDA), and More (Insider Monkey)
  3. Beware Telco and Cable Stocks Amid Streaming War (Barron’s)
  4. Oil Prices Are Steady. Why Are Risky Energy Companies Unpopular as Ever? (Barron’s)
  5. Subzero Interest Rates Are Luring Insurers to Risk (New York Times)
  6. U.S. ‘getting close’ to trade deal with China: White house economic adviser (Reuters)
  7. Independent Research Firm Thinks It’s Finally Safe to Buy Uber Stock (24/7 Wall Street)
  8. Warren Buffett’s Berkshire Hathaway reveals new RH, Occidental stakes (MarketWatch)
  9. One of the hottest new hedge funds is loading up on FAANG stocks (Business Insider)
  10. Nancy Pelosi says a USMCA trade deal breakthrough could be ‘imminent’ (CNBC)

Be in the know. 12 key reads for Thursday…

  1. Paul Tudor Jones sees an ‘explosive combination’ of forces driving the market higher (CNBC)
  2. China’s Genetics Giant Wants Everyone to Live to at Least 99 (Bloomberg)
  3. Google is getting into banking. It’s not as crazy as it sounds. (Barron’s)
  4. One year after Amazon’s HQ2 announcement, here’s what happened to house prices in Northern Virginia (MarketWatch)
  5. Tesla stock is back from oblivion and could keep climbing (Barron’s)
  6. Chip Makers Push Spending to the Extreme (Wall Street Journal)
  7. The Lil Nas X – “Old Town Road” Stock Market (and Sentiment Results) (ZeroHedge)
  8. Goldman Sachs keeps losing top traders to hedge funds (EFC)
  9. Paying to play: Hedge fund fees may not be as expensive as they seem, especially compared to banks (Financial Post)
  10. Walmart Boosts Outlook After Beating Estimates; Shares Gain (Bloomberg)
  11. Glaxo Wants to Look Inside Your Gut to Discover New Vaccines (Bloomberg)
  12. Chesapeake Energy stock rallies as Morgan Stanley says it can manage debt (MarketWatch)

 

Be in the know. 10 key reads for Wednesday…

  1. Rally just getting started and stocks could gain more than 20% from here, chart analysis shows (CNBC)
  2. Global Fund Manager Survey (BAML): Bullish or Bearish? (ZeroHedge)
  3. Hedge Fund and Insider Trading News: Viking Global, Renaissance Technologies, Och-Ziff Capital Management, Parker-Hannifin Corp (PH), Cognex Corporation (CGNX), and More (InsiderMonkey)
  4. Trump Says a Trade Deal Between the U.S. and China Is ‘Close’ (Barron’s)
  5. Trump May Punt on Auto Tariffs as European Carmakers Propose Plan (New York Times)
  6. Guy Fieri expands fried chicken chain with new Tennessee locations (New York Post)
  7. Sandy and Joan Weill Give $106 Million to Fund Neuroscience Hub (Bloomberg)
  8. Jeremy Siegel: The S&P 500 will see at least a ’10% pop’ on US-China trade settlement (CNBC)
  9. Trump advisor Kudlow teases middle class tax cut as 2020 campaign heats up (CNBC)
  10. ‘Too big to fail’ remains the prevailing view on Chesapeake,” said Paul Sankey, an analyst with Mizuho. (Barron’s)

 

 

 

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)

Be in the know. 8 key reads for Monday…

  1. A $100 Billion Fund Manager Is Debunking Stock-Bubble Theories (Bloomberg)
  2. How Big Investors Cash In on ‘Alternative Data’ (Bloomberg)
  3. Aston Martin’s DBX Could Be Game-Changing for Stock, HSBC Says (Bloomberg)
  4. Barron’s Picks And Pans: Honeywell, Oshkosh, Uber, Walgreens And More (Yahoo! Finance)
  5. The Rust Belt Is the Next Hot Spot for Stocks. Check Out Cummins and 3 More. (Barron’s)
  6. Pound Jumps After Nigel Farage Promises Not to Contest Tory Seats (Bloomberg)
  7. 3 Merrill Lynch US Stocks That Could Rule for Investors in 2020 (24/7 Wall Street)
  8. Florida’s Sunshine and Tax Benefits Beckon Billionaires (Wall Street Journal)

 

Be in the know. 20 key reads for Sunday…

  1. Psst! Want the Secret to Picking Winning Stocks? Keep Reading. (Barron’s)
  2. What is indicator “PINNING” and how does it apply right now? (ZeroHedge)
  3. Opinion: These battered biotech stocks are now buying opportunities even as Elizabeth Warren climbs in the polls (MarketWatch)
  4. Edward Norton Has Figured Some Things Out (GQ)
  5. Get Ready as ‘Beta-Chasing’ Stock Managers Try to Make Up Ground (Bloomberg)
  6. Pound Outlook Gets Brighter From Here in Most Election Scenarios (Bloomberg)
  7. Buffett vs Icahn rematch: Is history on Icahn’s side? (FoxBusiness)
  8. Is It Time to Shop for Stocks in Europe and Japan? (Barron’s)
  9. Issues 2020: Drug Spending Is Reducing Health-Care Costs (Manhattan Institute)
  10. Gene Therapy: For Investors, a Source of Dreams—and Duds (CIO)
  11. The Rig Count Collapse Is Far From Over (OilPrice)
  12. Bond Women: How Rising Stars Lashana Lynch and Ana de Armas Are Helping Modernize 007 (Hollywood Reporter)
  13. The Drilling Frenzy Is Over For U.S. Shale (OilPrice)
  14. Miranda Lambert’s ‘Wildcard’ Is a Country-Rock Masterpiece (RollingStone)
  15. China’s Ultrawealthy Catch the Family Office Bug (OZY)
  16. HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 2 (Hedge Fund Tips)
  17. Value Stocks Have Another Big-Name Bull in Their Corner (Barron’s)
  18. Repo Fragility Exacerbated by a Hot New Corner of Funding Market (Bloomberg)
  19. Chesapeake Energy: Going Concern Worries Out Of Control (Seeking Alpha)
  20. Companies run by billionaires performed twice as well as the market average in the last 15 years and it’s part of the ‘billionaire effect,’ new study says (Business Insider)

Be in the know. 20 key reads for Saturday…

  1. Leon Cooperman – Looking For More For Less (Podcast)
  2. Illusion of Transparency: Your Poker Face is Better Than You Think (Farnam Street)
  3. Hedge Fund and Insider Trading News: David Einhorn, Ken Fisher, Tom Steyer, Jim Simons, QAD Inc. (QADA), Chesapeake Energy Corporation (CHK), and More (Insider Monkey)
  4. Carl Icahn Renews Attack on Occidental Petroleum (Barron’s)
  5. Elon Musk Is in a Twitter Fight With Hedge Fund. Both Sides Could Be Right. (Barron’s)
  6. Joe Biden allies are worried that a Mike Bloomberg candidacy could clinch the nomination for Elizabeth Warren (CNBC)
  7. Get ready for another Santa Claus rally: Fundstrat’s Tom Lee (MarketWatch)
  8. Kolanovic Says Value Renaissance Will Live Beyond Short Covering (Bloomberg)
  9. Trump Advisers Want to Get WiFi, Amazon Deliveries in National Parks (Futurism)
  10. Michael Bloomberg Earned $48 Billion and Eternal Adoration From Wall Street. But Does Anyone Else Want Him to Be President? (Institutional Investor)
  11. Is Buying Stocks at an All-Time High a Good Idea? (Meb Faber)
  12. The Four Most Important Market Indicators (The Reformed Broker)
  13. Why You Shouldn’t Bet Against Warren Buffett (Forbes)
  14. the rolls-royce cullinan uses 1344 lights to create ‘starry sky’ effect inside (designboom)
  15. How Billionaire Jim Simons Learned To Beat The Market—And Began Wall Street’s Quant Revolution (Forbes)
  16. ECRI Weekly Leading Index Update (Advisor Perspectives)
  17. The American Dream And The Children Of Immigrants (NPR Planet Money)
  18. How Seriously Should We Take Michael Bloomberg’s Potential 2020 Run? (FiveThirtyEight)
  19. Boys Will Be Boys in “Ford v Ferrari” (The New Yorker)
  20. Why The Repo Markets Went Crazy (Podcast) (Bloomberg)

Be in the know. 10 key reads for Friday…

  1. Chesapeake Energy’s CEO, chairman buy stock on the dip below $1 (MarketWatch)
  2. It’s Showtime for Streaming. What’s Ahead for Netflix, Disney, and Apple. (Barron’s)
  3. If You Can Take the Risk, Take on Chesapeake (TheStreet)
  4. Cliff Asness: It’s ‘Time to Sin’ (Institutional Investor)
  5. Active Equity Managers Actually Do Generate Alpha. Here’s How They Squander It. (Institutional Investor)
  6. The Katy Perry “Hot ‘N Cold” Stock Market (and Sentiment Results) (Hedge Fund Tips)
  7. Epic Meltdowns. Vicious Arguments. Jim Simons’ Renaissance Made Him Billions – But It Came at a Price. (Institutional Investor)
  8. Carried Interest Warning From Court May Be Trouble for Treasury (Bloomberg)
  9. Kanye West Says Yeezy Line to Be Made In America ()
  10. Teva Pharmaceutical Is in Recovery ()

 

Be in the know. 10 key reads for Thursday…

  1. Do you double dip your chips? New report reveals surprising trans-Atlantic cultural differences (MarketWatch)
  2. The Katy Perry “Hot ‘N Cold” Stock Market (and Sentiment Results) (ZeroHedge)
  3. Baidu’s Search for Growth Isn’t Over (Wall Street Journal)
  4. Stock futures climb after report China, U.S. agree to cancel tariffs in stages (MarketWatch)
  5. Oil Could Go to $85 in 2020: 3 Top Stocks to Buy Now (24/7 Wall Street)
  6. Japan Abe pledges ‘timely’ steps to fight risks, signals more spending (Reuters)
  7. Three Magic Words Boosting European Stocks: Trade Talks Progress (Yahoo! Finance)
  8. Teva Pharma Earnings Miss, But Drug Giant Rises On Guidance (Investor’s Business Daily)
  9. Regeneron Upgraded to Buy at Citi ($420 PT) (TheFly)
  10. Jim Grant: Why Private Equity Isn’t for You (Barron’s)