Be in the know. 12 key reads for Sunday…

  1. How Costco Succeeded By Doing The Opposite Of Amazon (Digg)
  2. This Hedge Fund Returns 22% Annually, Here Are Its Latest Picks (Insider Monkey)
  3. The ‘Alfa Romeo Montreal Vision GT’ Looks Like the Future of Italian Horsepower (Maxim)
  4. Barron’s Picks And Pans: Altria, Square, Walmart And More (Yahoo! Finance)
  5. Bishops Ask Pope to Approve Married Priests, and Open the Way to Women Deacons (Daily Beast)
  6. Aldi, Right Moves – The German Grocer Sending Shock Waves Throughout Walmart and Kroger (Forbes)
  7. French luxury group LVMH offers to buy U.S jeweler Tiffany: sources (Reuters)
  8. Episode 947: Some-of-the-Money Ball (NPR Planet Money)
  9. If gambling is all probability, why aren’t mathematicians the richest people? (Quora)
  10. The Definitive Nate Silver Candy Poll (FiveThirtyEight)
  11. New Gene-Editing Tool Could Fix Genetic Defects—with Fewer Unwanted Effects (Scientific American)
  12. The Best All-You-Can-Eat Buffet in Every State (Reader’s Digest)

 

Be in the know. 20 key reads for Saturday…

  1. Tesla starts selling China-made Model 3 with autopilot function (New York Post)
  2. Microsoft snags hotly contested $10 billion defense contract, beating out Amazon (CNBC)
  3. She lost her arm in a shark attack, but surfer Bethany Hamilton is living ‘an unstoppable life’ (CNN)
  4. Jeff Kagan: Walmart Health Wants to Disrupt Healthcare (Equities)
  5. Three things to watch when the Fed meets next week (MarketWatch)
  6. Margot Robbie Becomes Her Own Biggest Competition in the Oscar Race (Vanity Fair)
  7. The Kenny Chesney “Everything’s Gonna Be Alright” Stock Market: (AAII Sentiment Survey) (ZeroHedge)
  8. GM Strike Ends After Almost Six Weeks At Cost Of $2 Billion (Investors)
  9. ‘They Were Like Gods’ (Institutional Investor)
  10. How did Mohnish Pabrai inspire Guy Spier? An interview in the Aquamarine Fund’s office in Zurich (YouTube)
  11. What Black Monday Taught Us (Morningstar)
  12. Ayn Rand on Why Philosophy Matters (Farnam Street)
  13. 5G Is a Lot of Hype, But There Are Still Real Opportunities for Investors (Barron’s)
  14. Great Escapes: France’s Enchanting Loire Valley (Barron’s)
  15. Oil prices clock strong weekly gains on trade hopes, crude supply (Street Insider)
  16. U.S., China say they are ‘close to finalizing’ part of a Phase One trade deal (Reuters)
  17. This unexpected trade-war outcome will send stocks soaring, says Jefferies analyst (MarketWatch)
  18. Blackstone’s Online-Shopping Play: 800 Million Square Feet of Warehouses (Wall Street Journal)
  19. Boris Johnson Wants a Brexit Election. He May Not Get It. (Wall Street Journal)
  20. The Drones Are Coming! How Amazon, Alphabet and Uber Are Taking to the Skies (Wall Street Journal)

Be in the know. 10 key reads for Friday…

  1. The Future of Power Still Means Fossil Fuels, for Now (Bloomberg Businessweek)
  2. The Kenny Chesney “Everything’s Gonna Be Alright” Stock Market (ZeroHedge)
  3. Opinion: U.S. stock market has a good chance to record new highs (MarketWatch)
  4. Opinion: Intel suggests the chip recovery is here, even as rivals are still waiting (MarketWatch)
  5. Goldman Sachs predicts the Fed will make two big changes next week (CNBC)
  6. Brexit Relief Fuels Biggest European Equity Inflows in 20 Months (Bloomberg)
  7. Chipmaker Intel Crushes Third-Quarter Targets, Guides Higher (Investors)
  8. Natural-Gas Prices Rise on Expectations for Cooler Fall Weather (Wall Street Journal)
  9. A Biotech Giant Not Named Biogen Also Had a Good Week (Bloomberg)
  10. Billionaire investor Ron Baron sees the Dow at 650,000 in 50 years (CNBC)

Be in the know. 12 key reads for Thursday…

  1. China Willing to Buy $20 Billion of U.S. Farm Goods in Year One (Bloomberg)
  2. The Kenny Chesney “Everything’s Gonna Be Alright” Stock Market: (AAII Sentiment Survey Results) (Hedge Fund Tips)
  3. Health Care Gains as a Warren Victory Looks Less Certain (Barron’s)
  4. Three Hedge Fund Titans Celebrated Over Dinner. Everything Was Fair Game Except Investing. (Institutional Investor)
  5. ECB keeps money taps open as Draghi denied grand finale (Reuters)
  6. British pound hovers around $1.29 as attention turns to EU and possible Brexit extension (MarketWatch)
  7. How to Watch Scorsese on Broadway (and Why That’s Possible) (New York Times)
  8. The Complete Berkshire Hathaway Portfolio (U.S. News)
  9. 6 Energy Stocks for Value Investors (U.S. News)
  10. Texas Roadhouse CEO Kent Taylor Defies Convention — And Wins (Investor’s Business Daily)
  11. Five Guys has the best french fries in fast food, according to our survey of more than 3,000 customers (Business Insider)
  12. Elon Musk Makes Good on ‘Short Burn of the Century’, 18 Months Later (Bloomberg)

 

 

Be in the know. 12 key reads for Wednesday…

  1. Hedge Fund and Insider Trading News: Carl Icahn, Paulson & Co., Corvex Management, Vertex One Asset Management, Northern Dynasty Minerals Ltd. (NAK), Moelis & Co. (MC), and More (Insider Monkey)
  2. Death by Amazon’ Was a False Alarm for Walmart and Some Other Retailers (Barron’s)
  3. Health Care Gains as a Warren Victory Looks Less Certain (Barron’s)
  4. The Future of Technology: 16 Predictions (Barron’s) and (196 Slides)
  5. Tusk Tells Johnson He’ll Recommend Extension: Brexit Update (Bloomberg)
  6. Opinion: Here’s the stock-market trade this hedge-fund star is most excited about right now (MarketWatch)
  7. Here’s where hedge-fund shorts are at risk of getting burned (MarketWatch)
  8. China’s premier says cooperation with the U.S. can create mutual benefit (Reuters)
  9. Schlumberger- Shale and Deepwater (Yahoo! Finance)
  10. Range Announces Asset Sales, Enhanced Financial Resources, and Initiation of Share Repurchase Program (Yahoo! Finance)
  11. 4 Fallen Angel Large-Cap Blue Chips May Have Massive 2020 Rebounds (24/7 Wall Street)
  12. Google scientists have claimed a massive breakthrough in cutting-edge computing with ‘quantum supremacy’ — here’s what that means (Business Insider)

 

Be in the know. 10 key reads for Tuesday…

  1. Biogen Stock Is Soaring as Hope Returns for Alzheimer’s Drug (MarketWatch)
  2. $8 Billion Fund Manager Picks Battered Indian Auto Stocks (Bloomberg)
  3. Biden Regains Lead, Warren Too Extreme (Mish Talk)
  4. Chinese vice foreign minister says progress made in trade talks with U.S. (Reuters)
  5. Pierre Delecto? Mitt Romney’s Secret Twitter Account Is Unveiled (Bloomberg)
  6. FDA approves new breakthrough therapy for cystic fibrosis (Vertex Pharma) (FDA)
  7. A Commodities Hedge Fund Titan Is Quitting After 50 Years (Hellenic Shipping News)
  8. Foreign Stocks Are Looking Cheap. 5 Ways to Take Advantage. (Barron’s)
  9. Last-Minute Opioid Deal Could Open Door to Bigger Settlement (Wall Street Journal)
  10. SAP Extends Cloud Partnership With Microsoft (Wall Street Journal)

Be in the know. 10 key reads for Monday…

  1. It’s Time to Stop Playing Defense in Stocks (Barron’s)
  2. Johnson Prepares to Put Brexit Deal to Vote After Foiled First Try (Wall Street Journal)
  3. Frackers Float ‘Shale Bonds’ as Traditional Investors Flee (Wall Street Journal)
  4. Goldman Sachs says pound could hit $1.35 as risk of no-deal Brexit fades (MarketWatch)
  5. Fed Poised to Cut, Goodbye to Draghi, Appropriate Yuan: Eco Day (Bloomberg)
  6. ECB Restarting QE Will Need More Purchase of Private Debt (Bloomberg)
  7. Robert Shiller: Recession likely years away due to bullish Trump effect (CNBC)
  8. The Chip Industry Gets a Strong 5G Signal (Wall Street Journal)
  9. The Week Ahead In Biotech: Earnings Trickle In, While Glaxo, Melinta, Foamix And Eton Await FDA Verdict (Yahoo Finance!)
  10. China’s growth slumped to a record low last quarter — and it could drop even lower next year, the IMF warns (Business Insider)

Be in the know. 10 key reads for Sunday…

  1. How Private Sector Balance Sheets Changed Recessions (Podcast) (Bloomberg)
  2. Theodore Roosevelt: A Timeline of the 26th President’s Life (Mental Floss)
  3. How Biotech and Big Pharma Have Upside Heading Into Earnings ()
  4. Stocks ‘no brainer’ over bonds (Fox Business)
  5. How Non-Profit Hospitals Are Driving Up The Cost Of Health Care (NPR Planet Money)
  6. How His Obscure Tax Break Became a $60B Venture Fund for Low-Income America (OZY)
  7. ConocoPhillips Stock Looks Cheap After a Selloff (Barron’s)
  8. What’s Next After the U.K. Parliament’s Non-Vote on Brexit (Barron’s)
  9. Can ‘Modicare’ Save Sick Indians From Poverty? (OZY)
  10. The Downside of Reusable Bags More People Need to Be Thinking About (Reader’s Digest)

Be in the know. 20 key reads for Saturday…

  1. Hedge Fund and Insider Trading News: James Dondero, Eddie Lampert, Chris Rokos, ExodusPoint Capital, SkyBridge Capital, Nektar Therapeutics Inc. (NKTR), Oshkosh Corp (OSK), and More (Insider Monkey)
  2. Wealth Taxes Don’t Work. Here’s Why. (Barron’s)
  3. How to pretend to understand the Brexit deal (Barron’s)
  4. Meet the Buffett bot: quant fund tries to crack the ‘value’ code (Financial Times)
  5. China’s GDP growth grinds to near 30-year low as tariffs hit production (New York Post)
  6. Why Popular Investments Are Doomed to Underperform (Institutional Investor)
  7. Howard Marks Latest Memo – Mysterious (OakTree)
  8. Invest like Warren Buffett — Is this value’s time to finally shine? (CNN)
  9. Wall Street’s top hedge fund managers reveal their best ideas (CNBC)
  10. ‘Feel the Force’: Gut Instinct, Not Data, Is the Thing (Wall Street Journal)
  11. Bill Miller 3Q 2019 Market Letter (Miller Value)
  12. Buy in October, and Get Yourself Sober (Almanac Trader)
  13. Google affiliate begins drone deliveries in Virginia town (AP)
  14. Mark Zuckerberg Takes Hard Stance Against China And Censorship In Georgetown University Speech (Forbes)
  15. Trump hopes U.S.-China trade deal will be signed by middle of November (Reuters)
  16. Empire State Manufacturing Survey: Slight Growth in October (Advisor Perspectives)
  17. Norway Is a Green Leader. It’s Also Drilling More Oil Wells Than Ever (Fortune)
  18. Lavender Fields, Bouillabaisse, and Calanques: The 4-Day Weekend in Marseille (Men’s Journal)
  19. List Of Top 10 Best Beaches In The World (ValueWalk)
  20. Here They Are: The 20 Best Places To Visit In 2020 (Forbes)

Be in the know. 9 key reads for Friday…

  1. Why Mega-Cap Dividend Energy Stocks May Be the Best 2020 Bet (24/7 Wall Street)
  2. 4 Biotech Stocks That Are Set to Rally, Analyst Says (Barron’s)
  3. Hedge Fund and Insider Trading News: Ken Fisher, D.E. Shaw, Dalton Investments, Safehold Inc (SAFE), ResMed Inc. (RMD), and More (Insider Monkey)
  4. A Fed recession indicator has lit up. It’s not the only one to watch. (Barron’s)
  5. Saudi Aramco Delays Launch of World’s Largest IPO (Wall Street Journal)
  6. With Advice Like This, Gilead Can’t Go Wrong (Wall Street Journal)
  7. Schlumberger profit beats as international gains offset weak North America (Reuters)
  8. This Robotic Surgery Giant Just Crushed Third-Quarter Earnings Forecasts (Investors)
  9. The Taylor Swift, “Shake It Off” Market…(AAII Sentiment Survey) (ZeroHedge)