- The Future of Power Still Means Fossil Fuels, for Now (Bloomberg Businessweek)
- The Kenny Chesney “Everything’s Gonna Be Alright” Stock Market (ZeroHedge)
- Opinion: U.S. stock market has a good chance to record new highs (MarketWatch)
- Opinion: Intel suggests the chip recovery is here, even as rivals are still waiting (MarketWatch)
- Goldman Sachs predicts the Fed will make two big changes next week (CNBC)
- Brexit Relief Fuels Biggest European Equity Inflows in 20 Months (Bloomberg)
- Chipmaker Intel Crushes Third-Quarter Targets, Guides Higher (Investors)
- Natural-Gas Prices Rise on Expectations for Cooler Fall Weather (Wall Street Journal)
- A Biotech Giant Not Named Biogen Also Had a Good Week (Bloomberg)
- Billionaire investor Ron Baron sees the Dow at 650,000 in 50 years (CNBC)
Category: What I’m Reading Today
Be in the know. 12 key reads for Thursday…
- China Willing to Buy $20 Billion of U.S. Farm Goods in Year One (Bloomberg)
- The Kenny Chesney “Everything’s Gonna Be Alright” Stock Market: (AAII Sentiment Survey Results) (Hedge Fund Tips)
- Health Care Gains as a Warren Victory Looks Less Certain (Barron’s)
- Three Hedge Fund Titans Celebrated Over Dinner. Everything Was Fair Game Except Investing. (Institutional Investor)
- ECB keeps money taps open as Draghi denied grand finale (Reuters)
- British pound hovers around $1.29 as attention turns to EU and possible Brexit extension (MarketWatch)
- How to Watch Scorsese on Broadway (and Why That’s Possible) (New York Times)
- The Complete Berkshire Hathaway Portfolio (U.S. News)
- 6 Energy Stocks for Value Investors (U.S. News)
- Texas Roadhouse CEO Kent Taylor Defies Convention — And Wins (Investor’s Business Daily)
- Five Guys has the best french fries in fast food, according to our survey of more than 3,000 customers (Business Insider)
- Elon Musk Makes Good on ‘Short Burn of the Century’, 18 Months Later (Bloomberg)
Be in the know. 12 key reads for Wednesday…
- Hedge Fund and Insider Trading News: Carl Icahn, Paulson & Co., Corvex Management, Vertex One Asset Management, Northern Dynasty Minerals Ltd. (NAK), Moelis & Co. (MC), and More (Insider Monkey)
- Death by Amazon’ Was a False Alarm for Walmart and Some Other Retailers (Barron’s)
- Health Care Gains as a Warren Victory Looks Less Certain (Barron’s)
- The Future of Technology: 16 Predictions (Barron’s) and (196 Slides)
- Tusk Tells Johnson He’ll Recommend Extension: Brexit Update (Bloomberg)
- Opinion: Here’s the stock-market trade this hedge-fund star is most excited about right now (MarketWatch)
- Here’s where hedge-fund shorts are at risk of getting burned (MarketWatch)
- China’s premier says cooperation with the U.S. can create mutual benefit (Reuters)
- Schlumberger- Shale and Deepwater (Yahoo! Finance)
- Range Announces Asset Sales, Enhanced Financial Resources, and Initiation of Share Repurchase Program (Yahoo! Finance)
- 4 Fallen Angel Large-Cap Blue Chips May Have Massive 2020 Rebounds (24/7 Wall Street)
- Google scientists have claimed a massive breakthrough in cutting-edge computing with ‘quantum supremacy’ — here’s what that means (Business Insider)
Be in the know. 10 key reads for Tuesday…
- Biogen Stock Is Soaring as Hope Returns for Alzheimerâs Drug (MarketWatch)
- $8 Billion Fund Manager Picks Battered Indian Auto Stocks (Bloomberg)
- Biden Regains Lead, Warren Too Extreme (Mish Talk)
- Chinese vice foreign minister says progress made in trade talks with U.S. (Reuters)
- Pierre Delecto? Mitt Romneyâs Secret Twitter Account Is Unveiled (Bloomberg)
- FDA approves new breakthrough therapy for cystic fibrosis (Vertex Pharma) (FDA)
- A Commodities Hedge Fund Titan Is Quitting After 50 Years (Hellenic Shipping News)
- Foreign Stocks Are Looking Cheap. 5 Ways to Take Advantage. (Barron’s)
- Last-Minute Opioid Deal Could Open Door to Bigger Settlement (Wall Street Journal)
- SAP Extends Cloud Partnership With Microsoft (Wall Street Journal)
Be in the know. 10 key reads for Monday…
- It’s Time to Stop Playing Defense in Stocks (Barron’s)
- Johnson Prepares to Put Brexit Deal to Vote After Foiled First Try (Wall Street Journal)
- Frackers Float ‘Shale Bonds’ as Traditional Investors Flee (Wall Street Journal)
- Goldman Sachs says pound could hit $1.35 as risk of no-deal Brexit fades (MarketWatch)
- Fed Poised to Cut, Goodbye to Draghi, Appropriate Yuan: Eco Day (Bloomberg)
- ECB Restarting QE Will Need More Purchase of Private Debt (Bloomberg)
- Robert Shiller: Recession likely years away due to bullish Trump effect (CNBC)
- The Chip Industry Gets a Strong 5G Signal (Wall Street Journal)
- The Week Ahead In Biotech: Earnings Trickle In, While Glaxo, Melinta, Foamix And Eton Await FDA Verdict (Yahoo Finance!)
- China’s growth slumped to a record low last quarter — and it could drop even lower next year, the IMF warns (Business Insider)
Be in the know. 10 key reads for Sunday…
- How Private Sector Balance Sheets Changed Recessions (Podcast) (Bloomberg)
- Theodore Roosevelt: A Timeline of the 26th President’s Life (Mental Floss)
- How Biotech and Big Pharma Have Upside Heading Into Earnings ()
- Stocks ‘no brainer’ over bonds (Fox Business)
- How Non-Profit Hospitals Are Driving Up The Cost Of Health Care (NPR Planet Money)
- How His Obscure Tax Break Became a $60B Venture Fund for Low-Income America (OZY)
- ConocoPhillips Stock Looks Cheap After a Selloff (Barron’s)
- Whatâs Next After the U.K. Parliamentâs Non-Vote on Brexit (Barron’s)
- Can âModicareâ Save Sick Indians From Poverty? (OZY)
- The Downside of Reusable Bags More People Need to Be Thinking About (Reader’s Digest)
Be in the know. 20 key reads for Saturday…
- Hedge Fund and Insider Trading News: James Dondero, Eddie Lampert, Chris Rokos, ExodusPoint Capital, SkyBridge Capital, Nektar Therapeutics Inc. (NKTR), Oshkosh Corp (OSK), and More (Insider Monkey)
- Wealth Taxes Don’t Work. Here’s Why. (Barron’s)
- How to pretend to understand the Brexit deal (Barron’s)
- Meet the Buffett bot: quant fund tries to crack the ‘value’ code (Financial Times)
- China’s GDP growth grinds to near 30-year low as tariffs hit production (New York Post)
- Why Popular Investments Are Doomed to Underperform (Institutional Investor)
- Howard Marks Latest Memo – Mysterious (OakTree)
- Invest like Warren Buffett — Is this value’s time to finally shine? (CNN)
- Wall Street’s top hedge fund managers reveal their best ideas (CNBC)
- ‘Feel the Force’: Gut Instinct, Not Data, Is the Thing (Wall Street Journal)
- Bill Miller 3Q 2019 Market Letter (Miller Value)
- Buy in October, and Get Yourself Sober (Almanac Trader)
- Google affiliate begins drone deliveries in Virginia town (AP)
- Mark Zuckerberg Takes Hard Stance Against China And Censorship In Georgetown University Speech (Forbes)
- Trump hopes U.S.-China trade deal will be signed by middle of November (Reuters)
- Empire State Manufacturing Survey: Slight Growth in October (Advisor Perspectives)
- Norway Is a Green Leader. It’s Also Drilling More Oil Wells Than Ever (Fortune)
- Lavender Fields, Bouillabaisse, and Calanques: The 4-Day Weekend in Marseille (Men’s Journal)
- List Of Top 10 Best Beaches In The World (ValueWalk)
- Here They Are: The 20 Best Places To Visit In 2020 (Forbes)
Be in the know. 9 key reads for Friday…
- Why Mega-Cap Dividend Energy Stocks May Be the Best 2020 Bet (24/7 Wall Street)
- 4 Biotech Stocks That Are Set to Rally, Analyst Says (Barron’s)
- Hedge Fund and Insider Trading News: Ken Fisher, D.E. Shaw, Dalton Investments, Safehold Inc (SAFE), ResMed Inc. (RMD), and More (Insider Monkey)
- A Fed recession indicator has lit up. It’s not the only one to watch. (Barron’s)
- Saudi Aramco Delays Launch of World’s Largest IPO (Wall Street Journal)
- With Advice Like This, Gilead Can’t Go Wrong (Wall Street Journal)
- Schlumberger profit beats as international gains offset weak North America (Reuters)
- This Robotic Surgery Giant Just Crushed Third-Quarter Earnings Forecasts (Investors)
- The Taylor Swift, “Shake It Off” Market…(AAII Sentiment Survey) (ZeroHedge)
Be in the know. 9 key reads for Thursday…
- Daniel Kahneman: Putting Your Intuition on Ice (Farnam Street)
- Netflix Stock Rallies as Earnings Soar Past Guidance (Barron’s)
- Britain, European Union reach new Brexit deal (New York Post)
- FCC approves T-Mobile-Sprint merger (USA Today)
- Morgan Stanley shares surge after bank beats expectations on trading, advisory results (CNBC)
- 10 Stock Picks Using Bernstein’s Quant-Aided Analysis (Barron’s)
- UAW Reaches Tentative Labor Deal With GM (Wall Street Journal)
- China says it hopes to reach phased trade pact with U.S. as soon as possible (Street Insider)
- The Taylor Swift, “Shake It Off” Market…(AAII Sentiment Survey) (Hedge Fund Tips)
Be in the know. 10 key reads for Wednesday…
- Value Finally Trumps Fear for Health Stocks (Wall Street Journal)
- Bank of America Joins the Earnings Party. Strong Profits Push Up the Stock. (Barron’s)
- Hedge Fund and Insider Trading News: Ken Fisher, D.E. Shaw, Dalton Investments, Safehold Inc (SAFE), ResMed Inc. (RMD), and More (Insider Monkey)
- Jefferies Very Positive on 4 Top Internet Stocks in Front of Q3 Results (24/7 Wall Street)
- British Tech Firms Bought Up by Foreign Buyers After the Vote to Leave (Bloomberg)
- How Former Hollywood Mogul Barry Diller Built A $4.2 Billion Tech Fortune Out Of Underdog Assets (Forbes)
- Leon Cooperman says there is ‘one more leg’ higher for the bull market before it ends (CNBC)
- Long-Term Inflation Expectations Hit Record Low: N.Y. Fed (Wall Street Journal)
- Mall Short Seller Shuts Down Before the Malls He Bet Against (Wall Street Journal)
- Bullard Sees Trade Turmoil as ‘Pandora’s Box’ Risk to Economy (Bloomberg)