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Wall Street May Get $40 Billion Reprieve From Trump Regulators (Bloomberg )
Banks Warm to Mortgage Bonds That Burned Them in 2008 (Wall Street Journal )
Global Fund Managers Favor US Stocks, But Not Yet Ready for Value Rotation –BAML (The Street )
Oil Prices Can’t Make or Break Emerging Markets Anymore (Barron’s )
Value Stocks Look Ready to ‘Take the Reins.’ Here’s Why. (Barron’s )
U.S. Tells Saudi Arabia Oil Attacks Were Launched From Iran (Wall Street Journal )
Former Oil CEO Aims to Change How the U.S. Exports Natural Gas (Wall Street Journal )
Saudis Face Lengthy Oil Halt With Few Options to Fill Gap (Bloomberg )
Opinion: Stock investors have overreacted to the Saudi oil attack (MarketWatch )
Former Cisco CEO John Chambers makes fast friends with anyone, including royalty — here’s how he does it (Business Insider )
Oil Spike, Auto Strike Won’t Derail U.S. Economy (Barron’s )
Chicago School Professor Fights ‘Chicago School’ Beliefs That Abet Big Tech (New York Times )
British Prime Minister Boris Johnson is set to explore a Brexit deal with the President of the European Commission Jean-Claude Juncker over lunch of snails and salmon. (Business Insider )
The 2019 McLaren 720S Spider is a $315,000 supercar with mind-bending performance (CNBC )
Strong U.S. Dollar Prompts Speculation of Trump Intervention (Wall Street Journal )
Global spare oil capacity in U.S. hands after Saudi outage (Reuters )
Uber and Lyft say they don’t plan to reclassify their drivers as employees (Vox )
The Debt That Never Dies: China’s Imperial Bonds (NPR Planet Money )
VIDEO: Short Selling Stocks Was Invented As Revenge (NPR Planet Money )
The Third Democratic Debate In 7 Charts (FiveThirtyEight )
This Guy Grew Up Knowing 2 Things: Hard Work and Hockey. Now He’s Combined Them Into a Hugely Successful Business (Inc. )
The Co-Founder of Shareholder Activism Is Dead, but His Cause Is Thriving (Cheif Investment Officer )
Coach Parent Tapestry Could See a Turnaround (Barron’s )
Saudi Oil Attack: This Is the Big One (Wall Street Journal )
Surge in Treasury Yields Highlights Easing Economic Worries (Wall Street Journal )
Stephen Schwarzman’s Lifelong Audacity (Wall Street Journal )
U.K. Steps Up Efforts Toward a Brexit Deal, Pushing Pound Higher (Wall Street Journal )
Souring Bets on Apocalypse Were at Center of Quant Stock Storm (Bloomberg )
Ken Burns — A Master Filmmaker on Creative Process, the Long Game, and the Noumenal (#386) (Tim Ferriss Show )
The Faulty Metric at the Center of Private Equity’s Value Proposition (Institutional Investor )
The Power of Questions (Farnam Street )
The Great Rotation Continues (Quantifiable Edges )
Citigroup’s Stock Bear Acquiesces With S&P 500 on Cusp of Record (Bloomberg )
Billionaire Ken Fisher Wants to Knock Out Wall Street (Bloomberg )
Value Finally Replaces Growth. But Will This Hate Rotation Last? (Barron’s )
LEGO Unveils 2,573-Piece Model of New Land Rover Defender (Maxim )
These Are the Next Wave of Ultra-Luxury Electric Cars Entering the Market—and They Don’t Disappoint (Architectural Digest )
S&P 500 up 13 of last 16 September option expiration weeks (Almanac Trader )
Kara Swisher Discusses the Tech Industry (Podcast) (Bloomberg )
Euro surges as investors see ECB done with stimulus (StreetInsider )
China adds US agricultural products to tariff exemptions ahead of trade talks (CNBC )
Trump says he would consider an interim trade deal with China (CNBC )
Transformative? New Device Harvests Energy in Darkness (New York Times )
America’s Billionaire Playgrounds: Rockets, Ranches and Rivers (Bloomberg )
Shares, bond yields perch at six-week highs (Reuters )
Pound climbs to nearly two-month high on Brexit report (MarketWatch )
Old Navy Plans to Open 800 More Stores (Wall Street Journal )
Walmart rolls out unlimited grocery delivery subscription ()
ECB cuts key rate, to restart bond purchases (Reuters )
Treasury Secretary Mnuchin says there’s no plan for Trump to meet Iran’s Rouhani at this time (CNBC )
Trump says China will be buying ‘large amounts’ of US agricultural products (CNBC )
Nearly half of stock pickers beat their passive peers over the last year (CNBC )
T. Boone Pickens, the ‘Oracle of Oil,’ corporate raider and billionaire philanthropist, dies at 91 (CNBC )
Here’s What We Know About How Drugs Are Priced — And What We Don’t ()
Dividends Are Now Part of the Oil-Stock Playbook (Barron’s )
Major Biotechs Scare Off Short Sellers (24/7 Wall Street )
How David Swensen Made Yale Fabulously Rich (Bloomberg )
Biotech EPS UP 8.58%, Price DOWN 9.52% (Hedge Fund Tips )
Shift into value stocks could fuel a solid rally, says J.P. Morgan (MarketWatch )
Never Mind Yield Curves. What’s Negative Convexity? (Bloomberg )
The Frankfurt Auto Show’s Heaviest-Hitting Debuts ()
Trump calls for zero, negative interest rates to refinance debt (Reuters )
The economic numbers are continuing to defy the recession hype (CNBC )
Oil prices gain after U.S. inventories fall (StreetInsider )
Deere’s Largest Investor, Bill Gates, Bought Up More Stock (Barron’s )
A Giant Bet Against Natural Gas Is Blowing Up (Wall Street Journal )
Buy DuPont Stock Because It Could Break Up Again, Citigroup Says (Barron’s )
Global growth may soar and investors aren’t ready, says Morgan Stanley (MarketWatch )
Boris Johnson to Work for Brexit Deal After Losing Six Key Votes (Bloomberg )
He Paid $1.50 an Acre for Barren Texas Land Now Worth $7 Billion (Bloomberg )
State Street stock has crumbled. The CEO scooped up shares. (Barron’s )
Land Rover unveils the all new Defender at Frankfurt Motor Show after 22-year hiatus in US (CNBC )
Exclusive: Waning confidence over global recovery may nudge BOJ closer to easing – sources (Reuters )
What Kraft Heinz Can Learn From General Electric’s Quick Actions (Barron’s )
Hedge Funds Getting Burned as Growth Stocks Trounced by Value (Bloomberg )
‘Big Short’ investor Steve Eisman says Trump ‘basically has to give in’ to end the US-China trade war (Business Insider )
Fracking Buzzwords Evolve, From ‘Ramp Up’ to ‘Capital Discipline’ (Wall Street Journal )
The 10-year yield hasn’t done this in 20 years, and it could be a bullish sign (CNBC )
Bullish for banks: Bank regulatory revisions pose dangers and could lead to financial crisis: say critics (New York Post )
‘Super Mario’ Draghi Set to Ride Again: Global Economy Week (Bloomberg )
Pound Hits Highest Since July as Johnson Strikes Softer Tone (Bloomberg )
From CLOs to ‘Ozark,’ Ex-Guggenheim President Builds an Empire (Bloomberg )
Big thanks to MarketWatch.com for picking up our article this week: Investor pessimism declines but remains elevated, AAII survey shows (MarketWatch )
Hedge Fund and Insider Trading News: Bill Ackman, David Tepper, Ray Dalio, Organogenesis Holdings Inc (ORGO), Silicon Laboratories (SLAB), and More (Insider Monkey )
Why Box is one of the most underappreciated companies (TechCrunch )
ECRI Weekly Leading Index Update (AdvisorPerspectives )
Huw van Steenis On What Central Banks Will Do Next (Podcast) (Bloomberg )
Episode 371: Where Dollar Bills Come From (NPR Planet Money )
Natural Gas Bulls End Week in Style as ‘Classic Short-Covering Rally’ Continues (Natural Gas Intelligence )
What a Character: The Inimitable Career of Sacha Baron Cohen (The Ringer )
Amgen’s Gene-Targeting Drug Shrank 54% of Lung Tumors in Study (Bloomberg )
Special chart suggests the market is starting a hot streak (CNBC )
