Be in the know. 12 key reads for Friday…

  1. Wells Fargo names BNY Mellon’s Charles Scharf as CEO (Reuters)
  2. Baird Says US Banks Still Have Big Value: 4 to Buy Now (24/7 Wall Street)
  3. What Exxon Mobil and Chevron Could Buy Next, According to Morgan Stanley (Barron’s)
  4. China trade talks are set to resume on October 10 (CNBC)
  5. Wall Street Democratic donors warn the party: We’ll sit out, or back Trump, if you nominate Elizabeth Warren (CNBC)
  6. Hedge Funds Struggle to Replicate Warren Buffett’s Reinsurance Success (Bloomberg)
  7. Las Vegas Sands (LVS) will replace Nektar Therapeutics (NKTR) in S&P 500 (StreetInsider)
  8. China’s top diplomat says Beijing willing to buy more U.S. products (Reuters)
  9. New Kinder Morgan pipeline frees natgas long-trapped in Permian (Yahoo! Finance)
  10. These three stocks are overlooked and undervalued, says Greenwich Wealth (MarketWatch)
  11. LNG Buyers Fret Over Feast-or-Famine Forecasts (Wall Street Journal)
  12. Oil drops after Iran’s president said US offered to remove all sanctions in exchange for talks (CNBC)

 

Be in the know. 15 key reads for Thursday…

  1. The Fed will be growing its balance sheet again, but don’t call it ‘QE4’ (CNBC)
  2. James Bullard says the Fed still has a ‘little more to go’ with rate cuts (CNBC)
  3. Hedge Fund and Insider Trading News: Tiger Global Management, Elliott Management, Aldeyra Therapeutics Inc (ALDX), Restoration Hardware Holdings, Inc (RH), and More (Insider Monkey)
  4. Drug-Price Legislation Unlikely Before Election, Analyst Says (Barron’s)
  5. China says in close communication with U.S. over October trade talks (Reuters)
  6. Netflix Stock Has Taken a Beating. Here’s How to Play a Bounceback. (Barron’s)
  7. Trump Announces a Trade Pact With Japan (New York Times)
  8. Latinos may be the key to future US economic growth, study argues (CNBC)
  9. AbbVie Is Up After Another Analyst Reconsidered Its Allergan Acquisition and Upgraded the Stock (Barron’s)
  10. Wells Fargo acting chief Parker likely to get job by default (Yahoo! Finance)
  11. Despite Setbacks, Biogen is a Buy for Value Investors (Yahoo! Finance)
  12. 4 Blue-Chip Large-Cap Stocks That All Yield a Massive 7% or More (24/7 Wall Street)
  13. Millennials Continue to Leave Big Cities (Wall Street Journal)
  14. Trump Says Impeachment Could Derail U.S.-Mexico-Canada Trade Deal (Wall Street Journal)
  15. An Unimpeachable Reason to Buy Stocks (Wall Street Journal)

 

 

Be in the know. 7 key reads for Wednesday…

  1. How Pelosi’s impeachment inquiry into Trump could be a plus for one stock sector (MarketWatch)
  2. Metals billionaire Andrew Forrest is making a $300 million bet on the next big commodity — plastic (MarketWatch)
  3. What Trump’s Impeachment Inquiry Means for the Stock Market (Barron’s)
  4. McDonald’s CEO Wants Big Macs to Keep Up With Big Tech (Bloomberg)
  5. Trump’s Fed tweets pull interest-rate expectations lower, new study finds (Business Insider)
  6. Explainer: Trade deal in focus as Trump, Japan’s Abe head for summit (Reuters)
  7. 7 Value Stocks With Double-Digit Revenue Growth (Yahoo! Finance)

Be in the know. 10 key reads for Tuesday…

  1. The Bull Market Has Thrived Even Though Retail Investors Have Fled Stocks. Here’s Why. (Barron’s)
  2. Trump is surprised when Mnuchin says he asked China trade delegation to cancel farm tour (CNBC)
  3. Pound Spikes after Court Rules Suspension of U.K. Parliament Ahead of Brexit Unlawful (MarketWatch)
  4. Why a sideways stock market could indicate the highs are yet to come (MarketWatch)
  5. Drugmakers, Worried About Losing Pricing Power, Are Lobbying Hard (Wall Street Journal)
  6. Wall Street is underestimating how much money Apple will make off 5G, says Jefferies (MarketWatch)
  7. China grants new tariff waivers for U.S. soybean imports: Bloomberg (Reuters)
  8. Life in China Is Getting Harder, and Xi Jinping Should Worry (Bloomberg)
  9. Struggling Farmers See Bright Spot in Solar (Wall Street Journal)
  10. The Last Time the Market Acted This Way, Value Stocks Gained 30 Percent (Institutional Investor)

Be in the know. 17 key reads for Sunday…

  1. The weight of evidence is on the side of the ECB’s doves (Financial Times)
  2. How DJ Khaled Overcame His Fear Of Flying And Earned $67 Million In Two Years (Forbes)
  3. Watch Brad Pitt and Jimmy Fallon Hilariously One-Up Each Other With Wild Orders (Men’s Journal)
  4. Sarah Ketterer Discusses Investment Management (Podcast) (Bloomberg)
  5. Blackstone CEO Steve Schwarzman Says Recession Is ‘Unlikely Now’ (Fortune)
  6. New land rover defender makes its long-awaited debut (designboom)
  7. ECRI Weekly Leading Index Update (AdvisorPerspectives)
  8. Episode 940: Interest Rates… Why So Negative? (NPR)
  9. Why Netflix’s Founding CEO Always Carries a Notebook (Inc.)
  10. Google Says It’s Achieved Quantum Supremacy, a World-First: Report (Gizmodo)
  11. Stitch Fix: Katrina Lake How I Built This with Guy Raz (NPR)
  12. A Kelley Blue Book for Hospitals? He’s Got a Fix for Surprise Bills (Ozy)
  13. The Rolling Stone Interview Taylor Swift (Rolling Stone)
  14. Don’t Stop Believin’, Part 2 – E&Ps Boosting Production Despite Sharp Cuts to Capital Spending (RB Energy)
  15. The Power 100 2019 (Worth)
  16. Will Ferrell, Ryan Reynolds to Star in Musical Reimagining of ‘A Christmas Carol’ (Exclusive) (Hollywood Reporter)
  17. Stocks will soar 17% through next year, market bull Ed Yardeni predicts (CNBC)

Be in the know. 15 key reads for Saturday…

  1. Hedge Fund and Insider Trading News: T. Boone Pickens, Carl Icahn, Glen Kacher, Camber Capital Management, Elliott Management, Abbvie Inc. (ABBV), Fidelity National Financial Inc (FNF), and More (Insider Monkey)
  2. Fed officials are studying whether market plumbing issues contributed to a spike in short-term lending rates this week. (Wall Street Journal)
  3. Paranoia Written All Over S&P 500 in Struggle to Get Back to Record Bloomberg)
  4. Meet Goldman Sachs’ top quant, Bankers in Portland, Alt data may not be a gold mine (Business Insider)
  5. The Pentagon will deploy U.S. forces to the Middle East on the heels of the attack on Saudi Arabian oil facilities (CNBC)
  6. After the Fed’s Second Rate Cut, Hints of Another to Come (New York Times)
  7. Week in Review: How Trump’s policies moved stocks (TheFly)
  8. The Stocks Jim Chanos and Leon Cooperman Are Buying — And Shorting (Institutional Investor)
  9. Why Value Investing Works (Safal Niveshak)
  10. Why We Love to Call Everything a Bubble (Bloomberg)
  11. The Evolutionary Benefit of Friendship (Farnam Street)
  12. How to invest like Warren Buffett (CNBC)
  13. A World Without Fossil Fuels Is Approaching. But You Might Not Live Long Enough to See It. (Barron’s)
  14. McLaren GT: Introducing the World’s Most Civilized Supercar (Wall Street Journal)
  15. How Lil Nas X Inspired a New Cowboy-Hat Craze (Wall Street Journal)

Be in the know. 12 key reads for Friday…

  1. Fed’s Bullard on his rate cut dissent: US manufacturing appears to be ‘in recession’ (CNBC)
  2. Larry Ellison on Uber, Tesla, AI, and More (Barron’s)
  3. AbbVie Stock Is Falling Because Investors Hate the Allergan Deal. The Vice Chairman Bought Up Shares. (Barron’s)
  4. China cuts new loan rate for second month but struggling economy likely needs more (Reuters)
  5. Activist investor Peltz says GE CEO Culp is doing a good job (Yahoo! Finance)
  6. U.S. bankers seize on repo-market stress to push for softer liquidity rules (Reuters)
  7. Light Street’s Glen Kacher: ‘Multiples Should be Higher’ (Institutional Investor)
  8. Jim Grant, “Nobody’s going to be right all the time. Our job was to make people stop and think.”  (Institutional Investor)
  9. Netflix chief says ‘The Crown’ will look a bargain after streaming explosion (Reuters)
  10. Hold That Recession: U.S. Indicators Are Trouncing Forecasts (Bloomberg)
  11. Fed Will Weigh Resuming Balance Sheet Growth at October Meeting (Wall Street Journal)
  12. Tesla’s Model 3 earns insurance industry’s top safety rating (New York Post)

Be in the know. 8 key reads for Thursday…

  1. Hedge Fund and Insider Trading News: John Paulson, Daniel Loeb, Tom Steyer, GoldenTree Asset Management, Fox Factory Holding Corp (FOXF), Silicon Laboratories (SLAB), and More (Insider Monkey)
  2. Investors and the Fed: I’m OK, You’re OK (Wall Street Journal)
  3. U.S., Chinese trade deputies face off in Washington amid deep differences (Reuters)
  4. 10 Stable Growth Socks That Are Still Worth the Price, Analyst Says (Barron’s)
  5. Buffett protégé Tracy Britt Cool leaving Berkshire Hathaway (New York Post)
  6. U.S. Jobless Claims Increase Less Than Forecast to 208,000 (Bloomberg)
  7. Microsoft to Buy Back Up to $40 Billion in Stock (Wall Street Journal)
  8. Just Two Stocks Turned Pennies Into Billions (Investor’s Business Daily)