Category: What I’m Reading Today

1. Biotech Value Stocks Climb Out of Their Sick Bed (Wall Street Journal)
2. Trump to Name Texas Cancer Doctor Stephen Hahn to Run FDA (Bloomberg)
3. Ferrari’s Portofino, Superfast sales turbo-charge 2019 outlook (Reuters)
4. Investors may start looking at GE with bull case becoming clearer, says Barclays (The Fly)
5. Macy’s, GameStop, and 15 Other Stocks That Could Be End-of-Year Bargains (Barron’s)
6. U.S., China Signal Progress Toward Initial Trump-Xi Trade Deal (Bloomberg)
7. How Much Oil Does The U.S. Really Own? (Yahoo! Finance)
8. Barron’s Picks And Pans: AbbVie, Alibaba, Fiat Chrysler, Garmin And More (Yahoo! Finance)
9. Earnings Tide Lifts Most Stocks (Wall Street Journal)
10. Hedge Fund Tips – VideoCast Weekly Recap (Hedge Fund Tips)

1. MIB: WSJ’s Greg Zuckerman on Renaissance Technologies (The Big Picture)
2. ECRI Weekly Leading Index Update (Advisor Perspectives)
3. Martin Scorsese’s Epic Funeral for the Gangster Genre (The Atlantic)
4. What’s so super about super foods? (The Economist)
5. How Jim Simons Built the Best Hedge Fund Ever (Bloomberg)
6. Warren Buffett’s Berkshire Hathaway posts big jump in profit (FoxBusiness)
7. How Iran Can Hold the World Oil Market Hostage (CFR)
8. A new study shows that even the poorest immigrants lift themselves up within a generation (VOX)
9. Evaluating lower-for-longer policies: Temporary price-level targeting (Ben Bernanke)
10. The 10 Most Powerful Hedge Fund Managers This Year (Worth)
11. Banksy’s Gross Domestic Product – Croydon, London (Luxuo)
12. Continued Earnings Improvement: Q3 EPS Results (ZeroHedge)

1. What Trade War? Meet The Brilliant Quant Who’s Bullish On China (Forbes)
2. Hedge Fund and Insider Trading News: Jim Simons, Nelson Peltz, Baker Bros. Advisors, Facebook Inc (FB), Covenant Transportation Group, Inc. (CVTI), and More (Insider Monkey)
3. Edward Norton — On Creative Process, Creative Struggle, and Motherless Brooklyn (#393) (Tim Ferriss)
4. U.S. net natural gas exports in first-half 2019 doubles year-ago levels for second year (EIA)
5. How to Bet on China — and Manage the Risks (Barron’s)
6. This ‘Perfect’ Jobs Report Looks Like a Game-Changer (Barron’s)
7. Qorvo Stock Soars After Its 5G Chip Gains Wow the Street (Barron’s)
8. Health-Insurance Stocks Rise as Elizabeth Warren Details Plan for Medicare for All (Barron’s)
9. Investors to Big Oil: Make It Rain (Wall Street Journal)
10. China says it’s reached a consensus in principle with the US during this week’s trade talks (CNBC)
11. Saudi Crown Prince Gives Green Light for Aramco IPO (Bloomberg)
12. How Jim Simons Built the World’s Most Lucrative Black Box (Bloomberg)
13. How to Use Occam’s Razor Without Getting Cut (Farnam Street)
14. The Most Bullish Signal in the World (The Irrelevant Investor)
15. There’s Never Been a Better Time to Be an Individual Investor. Here’s Why (Fortune)
16. Selling Early Is Not The Problem For Legends (Howard Lindzon)
17. The Cirrus Vision Jet Can Now Land Itself With the Push of a Button (Robb Report)
18. Google’s Fitbit purchase could reshape its healthcare ambitions (TechCrunch)
19. SHoP architects tops out slender central park skyscraper, 111 west 57th street (DesignBoom)
20. Merrill Lynch Says 4 Broken 2019 IPOs May Have Huge Potential Upside (24/7 Wall Street)

TOP ARTICLE OF THE WEEK:

The “Three Tenors” Stock Market (and Sentiment Results)…

1. Hedge Funds’ Top Picks Killed The Market in October (Insider Monkey)
2. U.S. adds 128,000 new jobs in October in stronger-than-expected employment report  (MarketWatch)
3. ‘Irishman’s’ Short Window From Big Screen to Small Has Theaters Fuming (New York Times)
4. The “Three Tenors” Stock Market (and Sentiment Results)…(Hedge Fund Tips)
5. Trump says U.S., China to announce new venue to ink trade deal soon (Reuters)
6. Former Fed Chair Alan Greenspan doesn’t expect a recession to arrive anytime soon — and uses one stat to argue his position Business Insider)
7. Kinder Morgan’s co-founder bought millions more in stock (Barron’s)
8. Big Money Poll: Bears Rise to a Two-Decade-Plus High (Barron’s)
9. Hedge Fund Investor Has Tense Flashback to Late 1990s Japan (Bloomberg)
10. Better-Than-Expected Earnings Ease Growth Fears—for Now (Wall Street Journal)
11. U.S. Consumers Stay on a Spending Streak (Wall Street Journal)
12. Alibaba’s Revenue Beat Showcases Resilient Chinese Spending (Bloomberg)

1. How Jim Simons Built the Best Hedge Fund Ever (Bloomberg)
2. The “Three Tenors” Stock Market (and Sentiment Results)…(ZeroHedge)
3. Stocks Are Hitting New Highs. The Yield Curve Might Be the Reason. (Barron’s)
4. Lyft Raises Guidance, Reports Increased Revenue (Wall Street Journal)
5. Mnuchin Says China Deal Is Likely to Be Signed in November (New York Times)
6. Kraft Heinz stock jumps on earnings beat (CNBC)
7. U.S. consumer spending rises moderately, wages flat (Reuters)
8. Exclusive: Beijing could ax extra tariffs on U.S. farm products to boost imports – China trade association chief (Reuters)
9. Two Harvard Twins (No, Not Those Twins) Run One of the World’s Worst BDCs. They’re About to Get Rich. (Institutional Investor)
10. Democrats Just Accidentally Sparked A Federal Fracking Boom (Yahoo! Finance)

1. Stocks Hit Records. Bears Grow More Skeptical. History Says This Is a Good Combo. (Barron’s)
2. Incoming ECB President Lagarde says big European countries aren’t spending enough: report (MarketWatch)
3. Experts Talk Hot Biotech Stocks at Barron’s Breakfast (Barron’s)
4. Big Money Poll: Bears Rise to a Two-Decade-Plus High (Barron’s)
5. RPT-Ex-FDA chief Gottlieb sees investment opportunity in ‘unloved’ antibiotics (Reuters)
6. Here’s how the stock market tends to perform after the Fed cuts interest rates 3 times in a row (MarketWatch)
7. Amazon Turns to More Free Grocery Delivery to Lift Food Sales (New York Times)
8. Chasing Unlimited Energy With the World’s Largest Fusion Reactor (Bloomberg)
9. General Electric (GE) Tops Q3 EPS by 4c, Offers FY Guidance (StreetInsider)
10. Natural-Gas Prices Jump as Producers Promise Restraint (Wall Street Journal)

1. Stock Market Record Surprises Skeptics Yet Again (New York Times)
2. The Always Exhilarating, Sometimes Lucrative Lives of Brexit Currency Traders (Bloomberg)
3. 5,000 Tesla Model 3 Owners Tell Us What Elon Musk Got Right and Wrong (Bloomberg)
4. ConocoPhillips Profit Beats Estimates as Shale Oil Output Gains (Bloomberg)
5. The market will drop 25% if Warren wins the election, says hedge fund legend Paul Tudor Jones (CNBC)
6. Are Electric Cars Good for the Environment? (ZeroHedge)
7. Pfizer (PFE) Tops Q3 EPS by 13c, Raises FY Guidance (StreetInsider)
8. China’s factory activity seen contracting for sixth month on trade pressure: Reuters poll (Reuters)
9. Kellogg profit beats on higher demand for snacks, frozen foods (Yahoo! Finance)
10. A Wealth Tax Is Simply Un-American (Yahoo! Finance)

1. What’s in a Deal? The Brexit Extension’s Key Points Summarized (Bloomberg)
2. RBC Has 4 E&P Energy Stocks to Buy With at Least 50% Implied Upside (24/7 Wall Street)
3. Eddie Murphy is Back and Oscar-Bound (hasn’t lost a step):  (Vanity Fair)
4. ISIS Leader al-Baghdadi Is Dead, Trump Says (New York Times)
5. Tesla’s solar-roof sales will grow ‘like kelp on steroids,’ Musk vows (MarketWatch)

1. How Costco Succeeded By Doing The Opposite Of Amazon (Digg)
2. This Hedge Fund Returns 22% Annually, Here Are Its Latest Picks (Insider Monkey)
3. The ‘Alfa Romeo Montreal Vision GT’ Looks Like the Future of Italian Horsepower (Maxim)
4. Barron’s Picks And Pans: Altria, Square, Walmart And More (Yahoo! Finance)
5. Bishops Ask Pope to Approve Married Priests, and Open the Way to Women Deacons (Daily Beast)
6. Aldi, Right Moves – The German Grocer Sending Shock Waves Throughout Walmart and Kroger (Forbes)
7. French luxury group LVMH offers to buy U.S jeweler Tiffany: sources (Reuters)
8. Episode 947: Some-of-the-Money Ball (NPR Planet Money)
9. If gambling is all probability, why aren’t mathematicians the richest people? (Quora)
10. The Definitive Nate Silver Candy Poll (FiveThirtyEight)
11. New Gene-Editing Tool Could Fix Genetic Defects—with Fewer Unwanted Effects (Scientific American)
12. The Best All-You-Can-Eat Buffet in Every State (Reader’s Digest)

 

1. Tesla starts selling China-made Model 3 with autopilot function (New York Post)
2. Microsoft snags hotly contested $10 billion defense contract, beating out Amazon (CNBC)
3. She lost her arm in a shark attack, but surfer Bethany Hamilton is living ‘an unstoppable life’ (CNN)
4. Jeff Kagan: Walmart Health Wants to Disrupt Healthcare (Equities)
5. Three things to watch when the Fed meets next week (MarketWatch)
6. Margot Robbie Becomes Her Own Biggest Competition in the Oscar Race (Vanity Fair)
7. The Kenny Chesney “Everything’s Gonna Be Alright” Stock Market: (AAII Sentiment Survey) (ZeroHedge)
8. GM Strike Ends After Almost Six Weeks At Cost Of $2 Billion (Investors)
9. ‘They Were Like Gods’ (Institutional Investor)
10. How did Mohnish Pabrai inspire Guy Spier? An interview in the Aquamarine Fund’s office in Zurich (YouTube)
11. What Black Monday Taught Us (Morningstar)
12. Ayn Rand on Why Philosophy Matters (Farnam Street)
13. 5G Is a Lot of Hype, But There Are Still Real Opportunities for Investors (Barron’s)
14. Great Escapes: France’s Enchanting Loire Valley (Barron’s)
15. Oil prices clock strong weekly gains on trade hopes, crude supply (Street Insider)
16. U.S., China say they are ‘close to finalizing’ part of a Phase One trade deal (Reuters)
17. This unexpected trade-war outcome will send stocks soaring, says Jefferies analyst (MarketWatch)
18. Blackstone’s Online-Shopping Play: 800 Million Square Feet of Warehouses (Wall Street Journal)
19. Boris Johnson Wants a Brexit Election. He May Not Get It. (Wall Street Journal)
20. The Drones Are Coming! How Amazon, Alphabet and Uber Are Taking to the Skies (Wall Street Journal)