Category: What I’m Reading Today

Be in the know. 12 key reads for Tuesday…

  1. Regeneron Earnings Easily Beat Views (Investors)
  2. Hedge Fund and Insider Trading News: Steven A. Cohen, Kyle Bass, BlueMountain Capital Management, Moore Capital Management, Equitrans Midstream Corp (ETRN), J & J Snack Foods Corp (JJSF), and More (Insider Monkey)
  3. Ford returns to dual-clutch transmission for 760-hp Shelby GT500 supercar (USA Today)
  4. 6 Internet Stocks Best Positioned for China’s Post-Growth Era (Barron’s)
  5. Ford Executive Chairman Bill Ford Loaded Up on Stock After It Tumbled (Barron’s)
  6. Oil Massively Underperforms the S&P 500: Buy These 4 High-Yielding Giants (24/7 Wall Street)
  7. Fundstrat’s Tom Lee tells investors to ‘back-up the truck’ and buy this trade war-induced sell-off (CNBC)
  8. Goldman Sachs sees no trade deal before 2020 U.S. election, now expects three rate cuts (Reuters)
  9. My Lyft driver taught me so much about his Tesla Model 3, I feel way more compelled to buy one. Here are the 10 most interesting features I discovered. (Business Insider)
  10. China’s Central Bank Tells Foreign Firms Yuan Won’t Keep Falling (Bloomberg)
  11. Kudlow: Trump is flexible on China tariffs depending on how trade talks go (CNBC)
  12. Australia Looks to Siphon U.S. Oil Stockpile to Avoid Running Out of Gas (Wall Street Journal)

Be in the know. 10 key reads for Saturday…

  1. High Consumer Confidence Is A Notable Stock Market Warning (The Fat Pitch)
  2. US labor force hits new high amid rising trade tensions (New York Post)
  3. What Happens When Hedge Funds are Under the Gun (Institutional Investor)
  4. U.S. LNG exports to Europe increase amid declining demand and spot LNG prices in Asia (EIA)
  5. China Isn’t Afraid to Be the “Bad Guy” of CRISPR Research (Futurism)
  6. A Bargain-Priced CVS Tries to Heal Itself (Barron’s)
  7. Magician Performs A Ball Trick That Wows The Pants Off Penn And Teller (digg)
  8. Boeing Adds a Second Flight Control Computer on the 737 Max to Boost Reliability, Sources Say (Fortune)
  9. Meet The Pagani Huayra Roadster BC, A $3.5 Million Hypercar (Maxim)
  10. Hedge Fund and Insider Trading News: David Einhorn, Michael Hintze, Neil Woodford, Och-Ziff Capital Management, Universal Forest Products, Inc. (UFPI), Bristol-Myers Squibb Co (BMY), and More (Insider Monkey)

Be in the know. 7 key reads for Thursday…

  1. The S&P 500 Will Hit 3400 by 2020 Even If Earnings Are Lower, Goldman Sachs Says (Barron’s)
  2. Powell Suggests Fed Embarking on 1990s-Style Mini Easing Cycle (Bloomberg)
  3. China sees intensive contact with U.S. this month ahead of September trade talks (Reuters)
  4. Powell is ‘confusing’ the markets about Fed intentions, but a new cut is expected (CNBC)
  5. Merck Has a Good Problem and Plenty of Options (Wall Street Journal)
  6. Nordstrom Family Prepares New Proposal to Increase Stake in Retailer (Wall Street Journal)
  7. Dr. Michael Burry Of ‘Big Short’ Likes Asian Stocks (Forbes)

Be in the know. 12 key reads for Wednesday…

  1. Gilead Sciences Is a ‘Top Pick.’ Analyst Says the Stock Can Rise 40%. (Barron’s)
  2. Hedge Fund and Insider Trading News: Tom Steyer, Visium Asset Management, Cat Rock Capital, Central Pacific Financial Corp. (CPF), Comfort Systems USA, Inc. (FIX), and More (Insider Monkey)
  3. U.S. Crude Draws Should Continue Into Year-End (Seeking Alpha)
  4. Weekly Market Summary (The Fat Pitch)
  5. Gilead Sciences Beats Second-Quarter Earnings Expectations (Barron’s)
  6. Wells Fargo Reaps a Windfall From Old Financial-Crisis Mortgages (Barron’s)
  7. Apple Stock Rallies as Earnings Top Estimates, Boosted by AirPods and Apple Watch (Barron’s)
  8. The Undeclared Currency War: How the ECB Is Forcing the Fed’s Hand (Wall Street Journal)
  9. Warren Buffett: This is the No. 1 mistake parents make when teaching kids about money (CNBC)
  10. China Says U.S. Trade Talks to Continue With September Meeting (Bloomberg)
  11. The Best Ice Cream Parlor in Every State (24/7 Wall Street)
  12. Humana Beats Q2 Earnings Forecast as Medicare Advantage Sign-Ups Accelerate (TheStreet)

Be in the know. 10 key reads for Tuesday…

  1. Hedge Fund and Insider Trading News: Ray Dalio, Warlander Asset Management, Copper Street Capital, Avangrid Inc (AGR), Knowles Corp (KN), and More (InsiderMonkey)
  2. Trump warns China not to wait for 2020 U.S. election to make trade deal (Reuters)
  3. Uber Lays Off 400 as Profitability Doubts Linger After I.P.O. (New York Times)
  4. Incyte Earnings Crush Views With 188% Gain (Investor’s Business Daily)
  5. Dell’s Crown Jewel, With Thomas Lott (Podcast) (Seeking Alpha)
  6. D.R. Horton profit beats as lower home prices boost demand (Reuters)
  7. Goldman Sachs says S&P 500 bull-run has legs but cuts earnings outlook (StreetInsider)
  8. Porsche’s Battery-Powered Taycan on Track to Overtake 911 (Bloomberg)
  9. Merck shares climb 3.7% after earnings blow past estimates (MarketWatch)
  10. Berkshire Hathaway’s Earnings Are Saturday. Watch the Stock Buyback Number. (Barron’s)

 

Be in the know. 10 key reads for Monday…

  • What Are The World’s Next ‘Moonshots?’ (Barron’s)
  • With Stocks at Fresh Highs, Investors’ Portfolios Look Alike (Wall Street Journal)
  • 5G could change everything. Here’s what you need to know before you buy into the tech (USA Today)
  • Hedge Funds Chasing 400% Return Show Risk in China’s Wild Market (Bloomberg)
  • Quentin Tarantino nets his biggest opening weekend ever with $40.4 million take for ‘Once Upon a Time… in Hollywood’ (Business Insider)
  • Former Fed Chair Janet Yellen says she’s in favor of an interest rate cut (CNBC)
  • Bill Gates took solo ‘think weeks’ in a cabin in the woods—why it’s a great strategy (CNBC)
  • 37-Year-Old Former School Teacher Is India’s Newest Billionaire (Bloomberg)
  • Animal Spirits: Pfizer May Buy Low and Smart in Generics Gambit (Wall Street Journal)
  • Financial Crisis Yields a Generation of Renters (Wall Street Journal)

Be in the know. 8 key reads for Sunday…

  1. Beijing says millions of tons of U.S. soy shipped to China in trade consensus (Reuters)
  2. Jack Ma’s $290 Billion Loan Machine Is Changing Chinese Banking (Bloomberg)
  3. How donuts fuelled the American Dream (Economist)
  4. How Two Stanford Dropouts Built a $2.6 Billion Company In Just Two Years (Entrepreneur)
  5. How Mary Ramos Brought 1969 to Life for Quentin Tarantino (GQ)
  6. Chinese LNG Imports See Strong Growth This Summer (OilPrice)
  7. Dyson: James Dyson How I Built This with Guy Raz (NPR)
  8. Land of the Giants: Why You’ll Never Quit Amazon Prime (PodCast) (Vox)

 

Be in the know. 15 key reads for Saturday…

  1. Is CVS A Value Trap Or A Fallen Angel Ready To Rise Again? (Forbes)
  2. Why KBW Sees BofA, Citi and Goldman Sachs Winning From Fed Rate Cuts (24/7 Wall Street)
  3. Hedge Fund and Insider Trading News: David Einhorn, Caxton Associates, Crown Castle International Corp (CCI), Esperion Therapeutics Inc (ESPR), and More (Insider Monkey)
  4. LBOs Make (More) Companies Go Bankrupt, Research Shows (Institutional Investor)
  5. Chevron, Exxon earnings: Shale M&A is high on the list of investor concerns (MarketWatch)
  6. Buffett buys more Bank of America stock, with stake’s value rising to $29 billion (MarketWatch)
  7. Week in review: How Trump’s policies moved stocks (TheFly)
  8. As electric vehicle production ramps up worldwide, a supply crunch for battery materials is looming (CNBC)
  9. A TV Maverick Is Going All-In on a New Wireless Bet (Wall Street Journal)
  10. Europe’s Bond Yields Race to the Bottom (Barron’s)
  11. Is a Recession Coming? Economic Indicators Say Otherwise (Barron’s)
  12. The 2020 Evora GT Is the Fastest, Most Powerful Lotus Ever Offered in the U.S. (DesignBoom)
  13. Inside the Goodwood Festival of Speed, a High-Octane Supercar Celebration (Maxim)
  14. SoftBank’s transformation into an investment powerhouse continues (The Economist)
  15. ECRI Weekly Leading Index Update (AdvisorPerspectives)