Category: What I’m Reading Today

Be in the know. 12 key reads for Thursday…

  1. Bearish Oil-Drilling Indicator Is Full of Holes (Wall Street Journal)
  2. China says it will strive to reach ‘phase one’ trade deal with U.S (Reuters)
  3. How to Play Media Stocks for the Coming ‘Streaming Wars’ (Barron’s)
  4. Charles Schwab is in talks to buy TD Ameritrade, source says (CNBC)
  5. A legendary trader who made billions betting on wars, other macro events is reportedly closing fund (CNBC)
  6. How a Top Stock Fund Finds Winning Picks Across the Globe (Barron’s)
  7. Nobel Laureate Robert Shiller on Trade Wars and the U.S. Economy (Barron’s)
  8. Shinzo Abe’s Record and the Continuing Revolution in Japanese Stocks (Wall Street Journal)
  9. Oil rises on reports that OPEC might extend cuts, U.S.-China talks to continue (StreetInsider.com)
  10. Impeachment Is Just Noise to Wall Street Inured to Trump Drama (Bloomberg)
  11. The TikTok “Git Up” Stock Market (and Sentiment Results) (ZeroHedge)
  12. How Trading Stocks Gave This CEO His $10 Billion Idea (Investor’s Business Daily)

Be in the know. 12 key reads for Wednesday…

  1. Wall Street Is Turning Bullish on the British Pound (Bloomberg)
  2. Carl Icahn is betting big on mall owners to fail (MarketWatch)
  3. ‘Pack mules’: Land Rover Defender’s return at Los Angeles Auto Show thrills off-road enthusiasts (USA Today)
  4. Lowe’s Raises Earnings Guidance (Barron’s)
  5. Target Soars After Raising Outlook, Avoiding U.S. Retail Gloom (Bloomberg)
  6. Here’s Why This Biotech Stock Has Septupled In Value Over Two Days (Investor’s Business Daily)
  7. Shinzo Abe’s Record and the Continuing Revolution in Japanese Stocks (Wall Street Journal)
  8. US-China ‘fine tuning’ trade deal: Wilbur Ross (Fox Business)
  9. What Happened at the Least-Watched, Most-Consequential (For Private Equity, at Least) Congressional Hearing (Institutional Investor)
  10. Goldman: Go Long On Fracking (Yahoo! Finance)
  11. Boeing Nets Deals for Its Grounded 737 MAX Jet (Wall Street Journal)
  12. Fannie’s and Freddie’s Long Road to Public Offerings (Wall Street Journal)

Be in the know. 10 key reads for Tuesday…

  1. Cosmetics deal cements Kylie Jenner’s rise from reality star to billionaire mogul (New York Post)
  2. Dimensional Makes a Change to Its Investment Process (Institutional Investor)
  3. United Health and Cigna Stocks Are Rising Because the Medicare-for-All Threat Has Diminished (Barron’s)
  4. Can Tesla’s Pickup Truck Dethrone Ford and GM? Here’s a Primer. (Barron’s)
  5. Goldman Says Hedge Funds Are Staging a Comeback (Bloomberg)
  6. Crispr Gene Editing Shows Early Promise in Blood Disease Study (Bloomberg)
  7. This Man Is a Junkyard Billionaire (Bloomberg)
  8. Glenview’s Bullish Call on Health Care Is Playing Out So Far (Bloomberg)
  9. The Fed is buying billions of mortgage bonds — here’s why it matters (MarketWatch)
  10. Powell Meets With Trump, a Frequent Critic, to Discuss Economy (Wall Street Journal)

Be in the know. 7 key reads for Monday…

  1. Ford unveils Mustang Mach-E starting at roughly $44,000Nasdaq exec: (CNBC)
  2. A ‘phase one’ trade deal would give the IPO market the certainty it’s looking for (CNBC)
  3. TikTok’s Chief Is on a Mission to Prove It’s Not a Menace (New York Times)
  4. Only 3 of the Top 20 Mutual Funds Are Beating the Market. Here’s How They Do It. (Barron’s)
  5. Viral ‘Smart Bombs’ Are Becoming Weapons Against Superbugs (Bloomberg)
  6. Pound Touches Six-Month High Against Euro on Optimism for Brexit (Bloomberg)
  7. Bargain Hunters Rule the Art Market (Wall Street Journal)

Be in the know. 15 key reads for Sunday…

  1. From Warren Buffett to Chase Coleman: The Biggest Bets of the Third Quarter (Bloomberg)
  2. How To Win Millions At Poker Tournaments (Podcast) (Bloomberg)
  3. Ford vs. Ferrari film showcases racecars worth millions (FoxBusiness)
  4. The Ferrari Roma Super Coupe Is A Stylish Tribute to 1960s-Era Sports Cars (Maxim)
  5. safdie architects’ monumental ‘raffles city chongqing’ begins phased opening in china (DesignBoom)
  6. The Fortune Future 50 (Fortune)
  7. Billionaire With a Taste for Casual Dining Offers $40 Million for Houlihan’s Restaurants (Fortune)
  8. Joe Pesci Lists Waterfront New Jersey Mansion for $6.5 Million (AD)
  9. Lady Luck Meets Election Cycle Market Seasonality (Almanac Trader)
  10. Avenue Capital Chairman Marc Lasy: Never Bet Against The Fed (ValueWalk)
  11. Hedge Fund and Insider Trading News: Warren Buffett, Ray Dalio, Fortress Investment Group, ExodusPoint Capital Management, Scotts Miracle-Gro Co (SMG), Encore Wire Corporation (WIRE), and More (Insider Monkey)
  12. ECRI Weekly Leading Index Update (Advisor Perspectives)
  13. U.S. Rig Count Crashes Again: Loses Nearly 100 Rigs In 3 Months (Oil Price)
  14. HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 3 (Hedge Fund Tips)
  15. This fund manager is up nearly 40% this year by betting on ‘misunderstood’ ideas (CNBC)

Be in the know. 12 key reads for Saturday…

  1. Walmart Finds Amazon’s Weak Spot (Bloomberg)
  2. Big Tech Promised to Reinvent Banking. It Didn’t. (Barron’s)
  3. Lyft Stock Can Double, Analyst Says. That’s a Bold Statement. (Barron’s)
  4. Are Nike’s Vaporfly Running Shoes Too Good? (Bloomberg)
  5. Apple is now worth more than the entire US energy sector: BAML (Business Insider)
  6. Elon Musk’s Boring Company Starts Digging “Viva Las Vegas Loop” (Futurism)
  7. McLaren Debuts Sports Car With Windshield Made of Air (Futurism)
  8. U.S. natural gas production, consumption, and exports set new records in 2018 (EIA)
  9. Taylor Swift Goes After The Carlyle Group in Record Label Dispute (Institutional Investor)
  10. Private Equity Firms Are Ready to Buy Out Companies. After Walgreens, Here’s Who Might Be Next. (MarketWatch)
  11. The analyst who sniffed out Buffett and Icahn moves believes someone big is buying Netflix (CNBC)
  12. Next Stop: Dow 30,000? It Could Happen. (Barron’s)

Be in the know. 10 key reads for Friday…

  1. Billionaires Circle Distressed Assets in U.S. Oil and Gas Patch (Bloomberg)
  2. Hedge Fund and Insider Trading News: Leon Cooperman, Kyle Bass, Jana Partners, Golden Entertainment Inc (GDEN), Liberty Broadband Corp (LBRDA), and More (Insider Monkey)
  3. Beware Telco and Cable Stocks Amid Streaming War (Barron’s)
  4. Oil Prices Are Steady. Why Are Risky Energy Companies Unpopular as Ever? (Barron’s)
  5. Subzero Interest Rates Are Luring Insurers to Risk (New York Times)
  6. U.S. ‘getting close’ to trade deal with China: White house economic adviser (Reuters)
  7. Independent Research Firm Thinks It’s Finally Safe to Buy Uber Stock (24/7 Wall Street)
  8. Warren Buffett’s Berkshire Hathaway reveals new RH, Occidental stakes (MarketWatch)
  9. One of the hottest new hedge funds is loading up on FAANG stocks (Business Insider)
  10. Nancy Pelosi says a USMCA trade deal breakthrough could be ‘imminent’ (CNBC)

Be in the know. 12 key reads for Thursday…

  1. Paul Tudor Jones sees an ‘explosive combination’ of forces driving the market higher (CNBC)
  2. China’s Genetics Giant Wants Everyone to Live to at Least 99 (Bloomberg)
  3. Google is getting into banking. It’s not as crazy as it sounds. (Barron’s)
  4. One year after Amazon’s HQ2 announcement, here’s what happened to house prices in Northern Virginia (MarketWatch)
  5. Tesla stock is back from oblivion and could keep climbing (Barron’s)
  6. Chip Makers Push Spending to the Extreme (Wall Street Journal)
  7. The Lil Nas X – “Old Town Road” Stock Market (and Sentiment Results) (ZeroHedge)
  8. Goldman Sachs keeps losing top traders to hedge funds (EFC)
  9. Paying to play: Hedge fund fees may not be as expensive as they seem, especially compared to banks (Financial Post)
  10. Walmart Boosts Outlook After Beating Estimates; Shares Gain (Bloomberg)
  11. Glaxo Wants to Look Inside Your Gut to Discover New Vaccines (Bloomberg)
  12. Chesapeake Energy stock rallies as Morgan Stanley says it can manage debt (MarketWatch)

 

Be in the know. 10 key reads for Wednesday…

  1. Rally just getting started and stocks could gain more than 20% from here, chart analysis shows (CNBC)
  2. Global Fund Manager Survey (BAML): Bullish or Bearish? (ZeroHedge)
  3. Hedge Fund and Insider Trading News: Viking Global, Renaissance Technologies, Och-Ziff Capital Management, Parker-Hannifin Corp (PH), Cognex Corporation (CGNX), and More (InsiderMonkey)
  4. Trump Says a Trade Deal Between the U.S. and China Is ‘Close’ (Barron’s)
  5. Trump May Punt on Auto Tariffs as European Carmakers Propose Plan (New York Times)
  6. Guy Fieri expands fried chicken chain with new Tennessee locations (New York Post)
  7. Sandy and Joan Weill Give $106 Million to Fund Neuroscience Hub (Bloomberg)
  8. Jeremy Siegel: The S&P 500 will see at least a ’10% pop’ on US-China trade settlement (CNBC)
  9. Trump advisor Kudlow teases middle class tax cut as 2020 campaign heats up (CNBC)
  10. ‘Too big to fail’ remains the prevailing view on Chesapeake,” said Paul Sankey, an analyst with Mizuho. (Barron’s)

 

 

 

Be in the know. 15 key reads for Tuesday…

  1. ‘Fear of missing out’ triggers huge fund manager shift from cash to stocks, Bank of America Merrill Lynch says (MarketWatch)
  2. Opinion: Winter is coming: These stocks can fire up your portfolio as energy demand spikes (MarketWatch)
  3. Opinion: The U.S. can slash health-care costs 75% with 2 fundamental changes — and without ‘Medicare for All’ (MarketWatch)
  4. Hedge Fund and Insider Trading News: Tom Steyer, Whitebox Advisors, CQS Cayman LP, Carlson Capital, Henry Schein, Inc. (HSIC), Uber Technologies Inc (UBER), and More (Insider Monkey)
  5. “We say…easy part of rally over, tougher part of rally beginning…but rally it can as no ‘excess greed,’ there is ‘excess liquidity’ (and trade/fiscal easing), and corporate earnings set to accelerate.” (CNBC)
  6. FOMO Grows as Investors Scurry to Catch Stock Market Boom (Bloomberg)
  7. How Trump’s Stock Market Record Stacks Up (Bloomberg)
  8. Buying Stocks At Record Highs Works Until It Doesn’t (Bloomberg)
  9. The Unsolved Mystery of the Medallion Fund’s Success (Bloomberg)
  10. Trump is expected to delay European auto tariffs for 6 months, report says (CNBC)
  11. Stock Markets Were Wrong, and That’s Good (Wall Street Journal)
  12. Jim Cramer: Want to Know Why We Keep Going Up? Look at Stocks (Yahoo! Finance)
  13. Frackers Prepare to Pull Back, Exacerbating a Slowdown in U.S. Oil Growth (Wall Street Journal)
  14. The Paycheck Prognosis (Institutional Investor)
  15. The wealth tax plan worrying US billionaires (Financial Times)