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The Big Picture: Calm Settles Over Stock Market, Buying Time For Bulls (Investor’s Business Daily )
This Single Variable Explains What Drives Managed Futures Performance (Institutional Investor )
September Macro Update: Rising Possibility of a Recession in 2020 (The Fat Pitch )
Permian Basin natural gas prices up as a new pipeline nears completion (EIA )
“Where Did I Find This Guy Jerome?” Trump Asks of Hand-Selected Fed Chief (Vanity Fair )
The Eternal Pursuit of Unhappiness (Farnam Street )
Powell Says Fed Will Sustain Expansion, Reinforcing Rate-Cut Bet (Bloomberg )
The 2020 Evora GT Is the Best Lotus We’ve Seen in Decades (Bloomberg )
Investors flocked to bonds and away from stocks in August at the fastest pace on record, says TrimTabs (MarketWatch )
Opinion: Gold’s big drop is just the beginning of a longer slide (MarketWatch )
U.S.-China trade conflict could take years to resolve: Kudlow (Reuters )
Small-cap stocks could jump if a trade deal is signed (Barron’s )
Stock dividends are Japan’s latest export (Barron’s )
Mallinckrodt Bankruptcy Fear May Be Premature (Barron’s )
Eddie Murphy Says He’s Doing A Stand-Up Comedy Tour in 2020 (Maxim )
Stocks will ‘rally into the end of the year’ after upside earnings surprise, says J.P. Morgan’s Matejka (MarketWatch )
The explosion of ‘alternative’ data gives regular investors access to tools previously employed only by hedge funds (MarketWatch )
China cuts banks’ reserve ratios, frees up $126 billion for loans as economy slows (Reuters )
New Schlumberger CEO Outlines Strategic About-Face (24/7 Wall Street )
Christine Lagarde and the Case for More QE (Bloomberg )
Buy-the-Dip Bond Traders Are Scared of Momentum (Bloomberg )
Trump Moves to Send Mortgage Giants Back to Private Sector (New York Times )
Seth Klarman’s 3 Secrets to Value Investing (Yahoo! Finance )
Don’t Be Afraid of Stocks Now. Next Year Is Another Story. (Barron’s )
Apple’s growing opportunity in India (Barron’s )
The Fed will cut rates by a quarter point this month, not a half point, WSJ says (CNBC )
China, U.S. to hold trade talks in October; Beijing says phone call went well (Reuters )
U.S. Fed to further simplify ‘stress capital buffer’ plan: Quarles (Reuters )
After 32 Rate Cuts in 2019, Traders Say Many More Are Coming (Bloomberg )
Fed Beige Book Shows Wide Tariff Anxiety, Varied Impact So Far (Bloomberg )
Nicklaus: `Tiger’s Going to Win a Lot More Tournaments’ (Bloomberg )
A Recession Isn’t Inevitable: The Case for Economic Optimism (New York Times )
Curb Your Enthusiasm: What AI Can’t Do (Forbes )
Fed’s Bullard says ‘aggressive’ step is needed to align Fed with markets, insure against trade war (CNBC )
Global markets rally as Hong Kong’s Lam withdraws extradition bill that triggered protests (MarketWatch )
UPS, FedeX Will Win From Amazon’s 1-Day Shipping (Barron’s )
Boris Johnson suffers stunning rebuke as Parliament retakes control of Brexit agenda (MarketWatch )
The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs (Bloomberg )
Deere Sells 30-Year Corporate Bonds at Record Low Yields (Wall Street Journal )
Hedge Fund and Insider Trading News: Ray Dalio, Jana Partners, Eminence Capital, Elliott Management, Liberty Latin America Ltd (LILA), Total System Services, Inc. (TSS), and More (Insider Monkey )
Dr. Michael Burry (of “The Big Short”) Buys More Tailored Brands, Sends Letter to Board (Market Folly )
 Want to Save the Environment? Buy Oil Stocks (Wall Street Journal )
Goldman Sachs Upgrades Vertex (VRTX) to Conviction Buy, Says Focus on Emerging Pipeline (Street Insider )
The Three Big Issues and the 1930s Analogue (Ray Dalio via LinkedIn )
How quitting tobacco reshaped CVS: Q&A with CEO Larry Merlo ()
Opinion: 5 reasons why you shouldn’t dump stocks just because September is here (MarketWatch )
Chart o’ the Day: Where the bears are in trouble (The Reformed Broker )
Impasse on Infrastructure Funding Stirs Concern (Wall Street Journal )
Top Intel Executives Are Buying Up Stock (Barron’s )
Is It Time to Buy Stocks Again? One Indicator Says So. (Barron’s )
Tesla Batteries Are Keeping Zimbabwe’s Economy Running (Bloomberg )
Kinder Morgan Co-Founder Richard Kinder Bought Up Millions in Stock (MarketWatch )
Would Warren Buffett Buy Greenland? (Wall Street Journal )
Gut Check Time for Treasuries After Biggest Rally Since 2008 (Bloomberg )
JPMorgan Says It’s Finally Time to Buy Stocks Despite Trade Woes (Bloomberg )
A ‘fear bubble’ is creating a huge buying opportunity, long-time market bull Jim Paulsen says (CNBC )
China’s factory activity unexpectedly expands in August, a private survey shows (CNBC )
9 questions about the Hong Kong protests you were too embarrassed to ask (Vox )
Episode 937: Moving To Opportunity? (NPR Planet Money )
Life of Brian: the comedian telling China where to go (Economist )
Why Value Investing Has Been Doing Terribly (Podcast) (Bloomberg )
What You Need To Know About U.S. Election Security And Voting Machines (NPR )
Out of Gas: New York’s Blocked Pipelines Will Hurt Northeast Consumers (Manhattan Institute )
Brain-reading tech is coming. The law is not ready to protect us. (VOX )
President Trump Formally Establishes US Space Command (PC Mag )
The Four Tools of Discipline (Farnam Street )
Why Energy Master Limited Partnerships May Be the Best Contrarian Bet Ever (24/7 Wall Street )
Good Writers Make Better Hedge Fund Managers (Institutional Investor )
Kirsten Dunst Season Is Now in Full Swing (Vanity Fair )
“Super Cathartic”: Why Peak-TV Hollywood Is Obsessed With Ping-Pong (Vanity Fair )
Opinion: Lotus rises from the dead with a 2,000-horsepower electric sports car (MarketWatch )
Week in Review: How Trump’s policies moved stocks (TheFly )
Hedge Fund Titans’ Struggles in Insurance Offer a Value Play (Barron’s )
2 Tech Stocks to Ride the 5G Wireless Trend, According to an Analyst (Barron’s )
Hedge Fund and Insider Trading News: David Harding, Warren Buffett, Ray Dalio, Jana Partners, GAMCO Investors, Anterix Inc (ATEX), County Bancorp Inc (ICBK), and More (Insider Monkey )
Ron Williams Discusses the Health-Care Business (Podcast) (Bloomberg )
ECRI Weekly Leading Index Update (AdvisorPerspectives )
BAML: Buy risky assets as sentiment gets extremely bearish (Street Insider )
Dell, Inc. (DELL) Tops Q2 EPS by 68c (Street Insider )
Every Mid-Engined Sports Car You Can Buy in 2019 (Car and Driver )
Walmart tests dentistry and mental care as it moves deeper into primary health (CNBC )
Adobe’s CEO on Disruption, the Cloud, and Big Buys (Barron’s )
Taylor Swift Album Hits 1 Million in China Sales, Beating U.S. (Bloomberg )
Stocks are rallying after China touted that it’s having ‘effective communication’ with the US on the trade war (Business Insider )
Fears of a World Domination by a Handful of Asset Managers Are Overblown (Institutional Investor )
The Big Short’s Michael Burry Sees a Bubble in Passive Investing (Bloomberg )
China says it’s willing to resolve trade war with a ‘calm attitude,’ hints it won’t retaliate for now (CNBC )
JC Penney (JCP) Sees Several Insider Buys, Including CEO’s 500K Shares (StreetInsider )
Don’t worry about the ‘monsters’ as production is about to boom, says this fund manager (MarketWatch )
Mnuchin says U.S. weighs ultra-long bond issuance, no plans ‘at this time’ to intervene in dollar (MarketWatch )
Trump’s New Trade War Tool Might Just Be Antique China Debt (Bloomberg )
Energy Companies Set to Get Reprieve on Methane Rules (Wall Street Journal )
