Category: What I’m Reading Today

1. Exxon Mobil Stock Could Surge 47% as 2020 May Finally Be the Oil Giant’s Year, Analyst Says (Barron’s)
2. The new Canada Goose Toronto store doesn’t have inventory, but it does have a daily snowstorm (CNBC)
3. Blackstone’s Byron Wien says stocks have ‘room to move up’ and this is ‘nothing like 2006 or 1999’ (CNBC)
4. Third Point Posts Strong November Gain (Institutional Investor)
5. Growth stocks still have room to run before reaching previous bubble valuations, Credit Suisse strategist says (MarketWatch)
6. A Big Question Looms Ahead of OPEC. What That Means for Oil Prices. (Barron’s)
7. New study shows small businesses are the most optimistic on record, even as trade-war and recession fears swirl (Business Insider)
8. Pound climbs to six-month high, leaving FTSE 100 to sit out a global equity rally (MarketWatch)
9. Lil Nas X, Country Music’s Renegade Rapper (Bloomberg)
10. Trump won’t ruin Christmas for Wall Street with China tariffs, investor Peter Boockvar predicts (CNBC)
11. Faded Texas Oil Field Offers Austerity Lesson for U.S. Shale (Yahoo! Finance)
12. Oil Trading in Sweet Spot Adds to Improving Economic Signals (Wall Street Journal)

1. Here’s a full list of every book Warren Buffett has recommended this decade—in his annual letters (CNBC)
2. Oil rises for a second day as Saudi Arabia pushes supply cut (Reuters)
3. Japan’s Government Calls for Decisive Fiscal Action (Bloomberg)
4. Fund managers deploy machines to decipher British election riddle (Reuters)
5. Oil Trading in Sweet Spot Adds to Improving Economic Signals (Wall Street Journal)
6. Dyal Capital Has a $9 Billion Fund to Deploy. Here’s Who Is Getting That Money. (Institutional Investor)
7. OPEC+ Set to Debate Oil-Cut Cheating as Russia Seeks Rule Change (Bloomberg)
8. Here’s everything investors need to know ahead of Britain’s election next week (MarketWatch)
9. Is Boris Johnson heading for another Brexit crisis? (Financial Times)
10. Who Will Rise at Art Basel Miami Beach? (Wall Street Journal)

1. Brexit: Could the UK and EU sort a trade deal in months? (BBC)
2. OPEC+ Gambles That U.S. Shale’s Golden Age Is Over (Bloomberg)
3. China’s Nov factory activity unexpectedly expands at quickest pace in almost three years – Caixin PMI (Reuters)
4. New ServiceNow CEO Bill McDermott Bought Up Stock (Barron’s)
5. Oil jumps above $61 on talk of further OPEC+ supply curbs (Street Insider)
6. Saudi Arabia wants OPEC+ to deepen oil cuts due to Aramco IPO (Reuters)
7. World’s Most Famous Hedge Funds Get Cold Shoulder in China (Yahoo! Finance)
8. These Ancient Funds Are Still Beating the Market (Barron’s)
9. The Billionaire Hedge Fund Manager With Quantum Ambitions (Bloomberg)
10. Oil-Sands Crude Could Get Even Heavier Amid Pipeline Shortage (Bloomberg)

1. Al Pacino made ‘Irishman’ so he could finally work with Scorsese (and eat free ice cream) (USA Today)
2. Hedge Fund Tips – Episode 5 – VideoCast. Stock Market Commentary. (ZeroHedge)
3. Tesla Model Y vs Ford Mustang Mach-E [COMPARISON] (ValueWalk)
4. Hedge Fund and Insider Trading News: Marshall Wace LLP, Millennium Management, Cognex Corporation (CGNX), Post Holdings Inc (POST), and More (Insider Monkey)
5. The Secret to Getting Anything You Want in Life (Forbes)
6. Joe Ricketts Discusses Trade and Deregulation (Podcast) (Bloomberg)
7. The Sahm Rule With The Eponymous Economist (NPR Planet Money)
8. Animal Spirits: The Nastiest, Hardest Problem in Finance (The Irrelevant Investor)
9.  Chance of winning… (Election Betting Odds )
10. Is the Global Slowdown Over? (OZY)
11. All-Time Highs Are Both Scary & Normal (A Wealth of Common Sense)
12. WWII veteran who credited longevity to daily Coors Light turns 102 (Fox News)
13. Icahn Is Said to Push Ahead With Bid to Control Occidental Board (Yahoo! Finance)
14. Iraq Says OPEC+ to Mull More Cuts, Jarring With Group’s Stance (Bloomberg)
15. As NHL expands, private equity could boost hockey’s financial boom (Fox Business)

1. US merger rush stirs debate over equities bull market (Financial Times)
2. The Greatest Value Investor You’ve Never Heard Of (Macro Ops)
3. US-China trade talks are at a critical juncture. Here’s a timeline of everything that’s happened so far. (Business Insider)
4. Is There New Life in Legacy Tech? (Barron’s)
5. Oil-Sands Stock Suncor Offers a Pipeline of Cash (Barron’s)
6. Don’t write off energy stocks just yet (Barron’s)
7. Dividend-Paying Stocks Could Be the Best Long-Term Growth Play (Barron’s)
8. Even Low Earners Have Money to Spend (Bloomberg)
9. Yes, You Can Get Free Trading. But There’s Often a Catch. (New York Times)
10. Aramco IPO Draws Bids of $44.3 Billion, Though Global Investors Balk (Wall Street Journal)
11. The Irishman Finally Hit Netflix and With It the Memes (Vanity Fair)
12. Dubai is Adding Tesla Cybertrucks to its Police Car Fleet (Futurism)
13. Why We Don’t Own Tesla stock (and no, we’re not bears) (Contrarian Edge)
14. Saudi Aramco IPO May Hinge on Something Called the Greenshoe. What’s a Greenshoe? (Fortune)
15. Watch the Tense New ‘Better Call Saul’ Season 5 Teaser Trailer (Maxim)

1. Cowboys Owner Jerry Jones Says He’s Hunting for More Gas Assets (BNNBloomberg)
2. The Stealers Wheel, “Stuck in the Middle with You” Stock Market (and Sentiment Results) (Hedge Fund Tips)
3. Teaching Your Child the Value of a Dollar (Barron’s)
4. Franco-German Rift Clouds EU (Wall Street Journal)
5. America’s Cattle Ranchers Are Fighting Back Against Fake Meat (Wall Street Journal)
6. The CEO of Twitter and Square says he’s moving to Africa for at least 3 months next year because the continent will ‘define the future’ (Business Insider)
7. Netflix’s ‘The Irishman’ could inject some much-needed momentum into the streaming giant’s stock, analyst says (Business Insider)
8. The World Doesn’t Have Enough Pigs to Fill China’s Pork Deficit (Bloomberg)
9. Soros’s Dawn Fitzpatrick Likes Hemingway, College Hoops, Spain (Bloomberg)
10. Wall Street Wades Into Sports Gambling as Legalization Spreads (Bloomberg)
11. U.S. third-quarter GDP growth revised up to 2.1% (StreetInsider)
12. Markets Will Grind Higher on `Skinny’ U.S., China Trade Deal: BlueBay (Yahoo! Finance)

1. 11 Stocks to Be Thankful for This Thanksgiving (Barron’s)
2. The Stealers Wheel, “Stuck in the Middle with You” Stock Market (and Sentiment Results) (ZeroHedge)
3. Treasuries’ Appeal Will Fade Next Year as the Economy Strengthens, J.P. Morgan Says (Barron’s)
4. NYSE Wants to Let Companies Raise Capital Through Direct Listings (Wall Street Journal)
5. New York Fed Adds $108.95 Billion to Markets (Wall Street Journal)
6. China Criticizes U.S. Support for Protests, Signals Trade Hope (Wall Street Journal)
7. The Underground Way to Earn a 10% Yield in Oil Stocks (Wall Street Journal)
8. Elon Musk says Tesla has 250K Cybertruck orders (New York Post)
9. A $1.8 Trillion Fund Manager Explains Why It’s Plowing More Money Into China (Bloomberg)
10. This is the No. 1 thing to buy on Black Friday if you want great deals (MarketWatch)
11. The Great Hedge Fund Retreat (Institutional Investor)
12. Beware Footnote Mischief (Institutional Investor)
13. Trish Regan: Thanksgiving is a chance to be truly grateful for our families, our health and our country (Fox Business)

1. Will A ‘Bored Billionaire’ Compete Against Boeing, Lockheed Martin? (Investor’s Business Daily)
2. Tesla Easily Beat a Ford F-150 in a Tug of War. It Should Try an F-450 Instead. (Barron’s)
3. Activist investor Starboard Value takes stake in CVS a year after Aetna merger (New York Post)
4. Toys R Us comeback: The new company’s first toy store opens Wednesday (USA Today)
5. Trump Says China Deal in ‘Final Throes’ as Top Officials Speak (Bloomberg)
6. Emmanuel Macron Has an Algorithm for Taking Control of Europe (Bloomberg)
7. 16 brilliant quotes from Bill Gross, the legendary ‘Bond King’ who retired earlier this year (Business Insider)
8. Opinion: 4 reasons why this bull market in stocks will keep going in 2020 (MarketWatch)
9. Hedge Fund Rules That Keep Out Not-So-Rich Poised for SEC Revamp (Bloomberg)
10. China front-loads $142 billion in 2020 local government bonds to spur growth (Reuters)
11. White Castle gets its ugly sweater on (Fox Business)
12. Jim Cramer: Here’s Why the Market Hasn’t Stopped Rallying (TheStreet)
13. Balance sheet relief could come sooner than expected for Chesapeake – Scotiabank (Financial Post)

1. Powell says the Fed is ‘strongly committed’ to 2% inflation goal (CNBC)
2. What to Do When You’re a Distressed-Asset Investor (and Nothing’s in Distress) (Institutional Investor)
3. The Bias That Pays Off in the Hedge Fund Industry (Institutional Investor)
4. Are Index Funds Headed for a Reckoning? (Institutional Investor)
5. China’s top negotiators say US talks going strong, Phase 1 soon (Fox Business)
6. It’s not just trade hopes fueling the U.S. stocks rally (Reuters)
7. Investors Could Do Much Worse Than ‘Japanification’ (Wall Street Journal)
8. CNBC’s Jim Cramer, a longtime Tesla critic, says he might be about to buy a Model X (MarketWatch)
9. Disney+ averaging almost a million new subscribers a day (New York Post)
10. Dallas Fed President Robert Kaplan says the fourth-quarter economy is ‘weak’ (CNBC)
11. It’s 2019, But It Sure Feels a Lot Like 1998 for Stocks (Bloomberg)
12. Fed Chair Powell Says a Solid Labor Market Could Get Even Stronger (New York Times)
13. Teva, Drugmakers in Talks With U.S. to End Generics Probes (Bloomberg)

 

Source: Election Betting Odds

1. Election Betting Odds (Biden Leads Dems again) (Election Betting Odds)
2. Hedge Fund Tips – Episode 4 – VideoCast. Stock Market Commentary. (Hedge Fund Tips)
3. The ‘great rotation’ will arrive in 2020 and bring another strong year for stocks, JP Morgan says (MarketWatch)
4. Carl Icahn to Seek Control of Occidental’s Board (Yahoo! Finance)
5. French Luxury Giant LVMH Nears Deal to Buy Tiffany (New York Times)
6. Who owns the most land in America? Jeff Bezos and John Malone are among them (USA Today)
7. Star Stock-Picker Moves On From U.S. and China (Bloomberg)
8. How the Steel Industry Made Millions From the Climate Crisis (Bloomberg)
9. Schwab and TD Ameritrade Announced a $26 Billion Merger. What You Need to Know. (Barron’s)
10. HP Again Rejects Xerox Takeover Bid, Raises Prospect for Big Stock Buyback (Barron’s)
11. Pfizer Has 5 Drugs in Its Pipeline That Could Turn Its Stock Around (Barron’s)
12. Novartis to Buy Cholesterol-Drugmaker Medicines Co. (Wall Street Journal)
13. Elon Musk Says Cybertruck Orders Have Climbed to 200,000 (Bloomberg)
14. Paul Singer Has Been Called a ‘Doomsday Investor.’ Now He’s Hoping for Calm Waters. (Institutional Investor)
15. Hong Kong elections a slap to Beijing’s face — Here’s what could happen (Fox Business)