Category: What I’m Reading Today

1. Psst! Want the Secret to Picking Winning Stocks? Keep Reading. (Barron’s)
2. What is indicator “PINNING” and how does it apply right now? (ZeroHedge)
3. Opinion: These battered biotech stocks are now buying opportunities even as Elizabeth Warren climbs in the polls (MarketWatch)
4. Edward Norton Has Figured Some Things Out (GQ)
5. Get Ready as ‘Beta-Chasing’ Stock Managers Try to Make Up Ground (Bloomberg)
6. Pound Outlook Gets Brighter From Here in Most Election Scenarios (Bloomberg)
7. Buffett vs Icahn rematch: Is history on Icahn’s side? (FoxBusiness)
8. Is It Time to Shop for Stocks in Europe and Japan? (Barron’s)
9. Issues 2020: Drug Spending Is Reducing Health-Care Costs (Manhattan Institute)
10. Gene Therapy: For Investors, a Source of Dreams—and Duds (CIO)
11. The Rig Count Collapse Is Far From Over (OilPrice)
12. Bond Women: How Rising Stars Lashana Lynch and Ana de Armas Are Helping Modernize 007 (Hollywood Reporter)
13. The Drilling Frenzy Is Over For U.S. Shale (OilPrice)
14. Miranda Lambert’s ‘Wildcard’ Is a Country-Rock Masterpiece (RollingStone)
15. China’s Ultrawealthy Catch the Family Office Bug (OZY)
16. HFT VideoCast – Stock Market Commentary and Weekly Recap – Episode 2 (Hedge Fund Tips)
17. Value Stocks Have Another Big-Name Bull in Their Corner (Barron’s)
18. Repo Fragility Exacerbated by a Hot New Corner of Funding Market (Bloomberg)
19. Chesapeake Energy: Going Concern Worries Out Of Control (Seeking Alpha)
20. Companies run by billionaires performed twice as well as the market average in the last 15 years and it’s part of the ‘billionaire effect,’ new study says (Business Insider)

1. Leon Cooperman – Looking For More For Less (Podcast)
2. Illusion of Transparency: Your Poker Face is Better Than You Think (Farnam Street)
3. Hedge Fund and Insider Trading News: David Einhorn, Ken Fisher, Tom Steyer, Jim Simons, QAD Inc. (QADA), Chesapeake Energy Corporation (CHK), and More (Insider Monkey)
4. Carl Icahn Renews Attack on Occidental Petroleum (Barron’s)
5. Elon Musk Is in a Twitter Fight With Hedge Fund. Both Sides Could Be Right. (Barron’s)
6. Joe Biden allies are worried that a Mike Bloomberg candidacy could clinch the nomination for Elizabeth Warren (CNBC)
7. Get ready for another Santa Claus rally: Fundstrat’s Tom Lee (MarketWatch)
8. Kolanovic Says Value Renaissance Will Live Beyond Short Covering (Bloomberg)
9. Trump Advisers Want to Get WiFi, Amazon Deliveries in National Parks (Futurism)
10. Michael Bloomberg Earned $48 Billion and Eternal Adoration From Wall Street. But Does Anyone Else Want Him to Be President? (Institutional Investor)
11. Is Buying Stocks at an All-Time High a Good Idea? (Meb Faber)
12. The Four Most Important Market Indicators (The Reformed Broker)
13. Why You Shouldn’t Bet Against Warren Buffett (Forbes)
14. the rolls-royce cullinan uses 1344 lights to create ‘starry sky’ effect inside (designboom)
15. How Billionaire Jim Simons Learned To Beat The Market—And Began Wall Street’s Quant Revolution (Forbes)
16. ECRI Weekly Leading Index Update (Advisor Perspectives)
17. The American Dream And The Children Of Immigrants (NPR Planet Money)
18. How Seriously Should We Take Michael Bloomberg’s Potential 2020 Run? (FiveThirtyEight)
19. Boys Will Be Boys in “Ford v Ferrari” (The New Yorker)
20. Why The Repo Markets Went Crazy (Podcast) (Bloomberg)

1. Chesapeake Energy’s CEO, chairman buy stock on the dip below $1 (MarketWatch)
2. It’s Showtime for Streaming. What’s Ahead for Netflix, Disney, and Apple. (Barron’s)
3. If You Can Take the Risk, Take on Chesapeake (TheStreet)
4. Cliff Asness: It’s ‘Time to Sin’ (Institutional Investor)
5. Active Equity Managers Actually Do Generate Alpha. Here’s How They Squander It. (Institutional Investor)
6. The Katy Perry “Hot ‘N Cold” Stock Market (and Sentiment Results) (Hedge Fund Tips)
7. Epic Meltdowns. Vicious Arguments. Jim Simons’ Renaissance Made Him Billions – But It Came at a Price. (Institutional Investor)
8. Carried Interest Warning From Court May Be Trouble for Treasury (Bloomberg)
9. Kanye West Says Yeezy Line to Be Made In America ()
10. Teva Pharmaceutical Is in Recovery ()

 

1. Do you double dip your chips? New report reveals surprising trans-Atlantic cultural differences (MarketWatch)
2. The Katy Perry “Hot ‘N Cold” Stock Market (and Sentiment Results) (ZeroHedge)
3. Baidu’s Search for Growth Isn’t Over (Wall Street Journal)
4. Stock futures climb after report China, U.S. agree to cancel tariffs in stages (MarketWatch)
5. Oil Could Go to $85 in 2020: 3 Top Stocks to Buy Now (24/7 Wall Street)
6. Japan Abe pledges ‘timely’ steps to fight risks, signals more spending (Reuters)
7. Three Magic Words Boosting European Stocks: Trade Talks Progress (Yahoo! Finance)
8. Teva Pharma Earnings Miss, But Drug Giant Rises On Guidance (Investor’s Business Daily)
9. Regeneron Upgraded to Buy at Citi ($420 PT) (TheFly)
10. Jim Grant: Why Private Equity Isn’t for You (Barron’s)

 

 

 

1. Piper remains buyer of Regeneron into rally after good news ‘trifecta’ (TheFly)
2. Saudis to Press OPEC Members for Production Cuts Ahead of Aramco IPO (Wall Street Journal)
3. France Is Europe’s New Economic Growth Engine (Bloomberg)
4. Presidential Cycle Stars Align for Stocks in 2020 (Almanac Trader)
5. SEC gives America Inc a helping hand (Reuters)
6. The $5.7 billion American Dream mall has theme parks, indoor skiing and secret gardens (New York Post)
7. The World Has Gone Mad and the System Is Broken (Ray Dalio)
8. Raymond James 4 Analyst Favorite Health Care Picks (24/7 Wall Street)
9. Germany posted a surprise rebound in manufacturing — the ‘deep recession in German industry may be bottoming out’ (Business Insider)
10. Aston Martin’s Make-Or-Break $189,900 SUV Gamble Starts in China (Bloomberg)

1. Regeneron Earnings Crush Views; Biotech Plans $1 Billion Buyback.  Revenues up 23% yoy, EPS up 13% yoy: (Investor’s Business Daily)
2. Xi Jinping Vows Commitment to Global Trading Order as U.S. Deal Nears (Bloomberg)
3. Top Morgan Stanley fund manager sees stocks rallying another 5% before 2020 (CNBC)
4. Billionaire Leon Cooperman warns Elizabeth Warren is ‘taking the country down a very wrong path’ (Business Insider)
5. Milton Friedman Got Another Big Idea Right (Bloomberg)
6. Wall Street Gets 3-Year Reprieve From SEC on MiFID Compliance (Bloomberg)
7. Fed is open to changing its plan to calm repo markets if necessary, top staffer says (MarketWatch)
8. Kraft Heinz Starts to Pick Up the Pieces (Wall Street Journal)
9. Alibaba Plans to Spend More in 2020. Wall Street Is Cheering. (Barron’s)
10. Natural Gas Soars on Cold-Weather Forecasts (Wall Street Journal)

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)