Category: What I’m Reading Today

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)

1. The Greatest Investor of All Time? (The Irrelevant Investor)
2. Is Oil Glut Trading Regime Starting To Falling Apart? (Futures Mag)
3. Tom Hanks Plays Mister Rogers: Sharing Joy Is ‘The Natural State Of Things’ (NPR)
4. How Does The Economy Influence Voters? (NPR Planet Money)
5. How Michael Bloomberg’s Late Bid For The Democratic Nomination Could Go (FiveThirtyEight)
6. Elastic: Flexible Thinking in a Constantly Changing World (Farnam Street)
7. 25 Fascinating Facts About John F. Kennedy (Mental Floss)
8. Millennials finally get housing market break (Fox Business)
9. The U.S. Trade Deficit: How Much Does It Matter? (CFR)
10. 2019 Wriston Lecture: The End of the Computer Age (Manhattan Institute)
11. Why Asset Managers Are Eyeing Millennial Wallets (OZY)
12. Box Office: ‘Frozen 2’ Ends November Cold Snap, Heads for Record $110M-$120M U.S. Debut (Hollywood Reporter)
13. 99 Oil Rigs Gone And Counting: Rig Count Falls Again (Oil Price)
14. Early December Pattern Sparks Natural Gas Futures Rally; SoCal, Sumas Basis Soar (Natural Gas Intel)
15. The 5 Types of Market Crash Predictions (A Wealth of Common Sense)
16. Hedge Fund Tips – Episode 4 – VideoCast. Stock Market Commentary. (ZeroHedge)

1. Ray Dalio Called This Wall Street Journal Story ‘Wrong.’ Dow Jones Stands by It. (Institutional Investor)
2. Tesla’s Cybertruck Is a Killer Deal and Nobody Is Talking About It (Futurism)
3. It May Finally Be Hedge Funds’ Time to Shine (Institutional Investor)
4. Move Over Viagra Ads, Here Come the Financial Advisers ()
5. CNBC’s full interview with Liberty Media Chairman John Malone (CNBC)
6. Amazon files suit protesting Microsoft’s JEDI cloud contract with Pentagon (CNBC)
7. ‘Wizard of Oz’ Greg Coffey’s hedge fund has reportedly surged 29% this year, demolishing the broader market (Business Insider)
8. Pfizer’s New Strategy Makes It Worth Another Look (Barron’s)
9. Why the 1,973-HP, All-Electric Lotus Evija Is Among the World’s Most Anticipated Hypercars (Maxim)
10. I rode inside Tesla’s polarizing Cybertruck (engadget)
11. America’s Top 50 Givers (Forbes)
12. ECRI Weekly Leading Index Update (Advisor Perspectives)

1. Tesla Revealed Its ‘Cyberpunk’ Pickup Truck. What You Need to Know. (MarketWatch)
2. Bridgewater Associates bets over $1 billion on market drop: WSJ (Reuters)
3. ECB chief Christine Lagarde pushes EU Leaders for Fiscal Stimulus (CNBC)
4. How the Discount Window Became a Pain in the Repo Market (Wall Street Journal)
5. The TikTok “Git Up” Stock Market (and Sentiment Results) (Hedge Fund Tips)
6. Hennessy Funds Founder Says Bull Market Won’t End Anytime Soon (Bloomberg)
7. Hedgies Take Sides in the Icahn-Buffett-Occidental Battle (Institutional Investor)
8. Match.com for Hedge Funds or Low-Rent Telemarketing Service? Cold-Calling Firm Murano Connect Has Many Fans, but Just as Many Detractors. (Institutional Investor)
9.  Trump: US, China ‘very close’ to trade deal (Fox Business)