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Howard Marks new memo “On the Other Hand” (pdf) (Oaktree Capital )
Strong Alphabet, Intel earnings drive futures higher (Reuters )
Twitter stock rises after revenue, user numbers top expectations (MarketWatch )
Who Wins if the Fed Cuts Interest Rates? Try Oil Stocks. (Barron’s )
Need to Relocate? Bring the House, Too (Wall Street Journal )
GDP slows to 2.1% in second-quarter but beats expectations thanks to strong consumer (CNBC )
Oxford Economics sees the ECB cutting rates in September (CNBC )
Expect 15 More Years for the Bull Market if Demographics Are Destiny (Barron’s )
Managers reduce cash, increase risk in July – BofA survey (Pensions&Investments )
China and U.S. trade negotiators to meet in Shanghai July 30-31 (Reuters )
Fed to cut rates for first time in a decade this month: Reuters poll (Reuters )
3M’s stock surges after profit and sales fall less than expected, guidance maintained (MarketWatch )
Opinion: I’m betting Boris and Brexit won’t sink Britain and am buying stocks (MarketWatch )
Facebook price target raised to $250 from $230 at Jefferies (TheFly )
European Central Bank signals its ready to cut rates, opens door to renewed QE (MarketWatch )
Hedge Funds Help Fuel Southeast Asia Consumer Lending Boom (Bloomberg )
Bill Ackman’s Playbook Works Against Him (Wall Street Journal )
Global oil market in glut, but not a big enough one for OPEC (Reuters )
Four reasons why antitrust actions will likely fail to break up Big Tech (MarketWatch )
Trump Really Might Weaken the Dollar (Wall Street Journal )
Shopping Mall REIT Stocks Could Benefit Because Growth Expectations Are Low (Barron’s )
UPS Earnings Top On Strong U.S. Growth; Shipping Giant Raises Guidance (Investor’s Business Daily )
Value Stocks Haven’t Traded This Low Since the Dot-Com Bubble (Bloomberg )
Hedge Fund and Insider Trading News: Stanley Druckenmiller, Whitney Tilson, Perceptive Advisors, Bank of New York Mellon Corp (BK), Ionis Pharmaceuticals Inc (IONS), Schlumberger Limited. (SLB), and More ()
Biogen climbs as profits surge 72%, prompting the firm to boost 2019 guidance (BIIB) (Business Insider )
U.S. farmers look past trade fears to cash in on China’s hog crisis (Reuters )
United Technologies’ earnings crush Wall Street forecasts (MarketWatch )
Warren Buffett took Occidental CEO ‘to the cleaners’: Carl Icahn (New York Post )
Coca-Cola raises revenue forecast after earnings beat, sending shares higher (CNBC )
Oil Stocks Could Get a Boost From Lower Interest Rates. Here’s Why. (Barron’s )
The 35 celebrities and athletes who make the most money per Instagram post, ranked (Business Insider )
Central Banks Are in Sync on Need for Fresh Stimulus (Wall Street Journal )
Fight the Fed With These Three Regional Bank Stocks (Barron’s )
The Biggest Investing Bet on Tech Is Cheap—and Controversial (Barron’s )
Safe Deposit Boxes Aren’t Safe (New York Times )
Why Weak Corporate Earnings Don’t Signal a Weak Economy (Wall Street Journal )
Why Stocks Are Still the Best Investment, Even After a 10-Year Run (Barron’s )
A Karate Master’s Secret Weapon: Ping Pong (Wall Street Journal )
A Reality Check for Solar and Wind (Wall Street Journal )
James Bond’s 1965 Aston Martin From ‘Goldfinger’ Is Going Up for Auction Next Month (Robb Report )
The Fall and Rise of VR: The Struggle to Make Virtual Reality Get Real (Fortune )
UBS predicts plant-based meat sales could grow by more than 25% a year to $85 billion by 2030 (Business Insider )
Gold Rush 2.0 (NPR )
What economists have gotten wrong for decades (VOX )
How It Feels to Drive—and Crash—the First-Ever Mid-Engine Corvette (Wired )
Blockchain: It’s About Customers, Not Cryptocurrencies (YPO )
Mentalism, mind reading and the art of getting inside your head (Ted )
Are Central Banks Losing Their Big Bet? (Project Syndicate )
Elon Musk’s Secretive Brain Tech Company Debuts a Sophisticated Neural Implant (Scientific American )
Billionaire Chobani Founder Hamdi Ulukaya: To Be Truly Successful Break These 3 Stupid Business Rules (Inc. )
How Media Mogul John C. Malone Quietly Became America’s Largest Landowner (Maxim )
Share Buybacks Surge in China (Wall Street Journal )
Dividend Increases Are Expected From Oreo Maker Mondelez and 3 Others (Barron’s )
The Big Obstacle on the Road to Electric Vehicles (Wall Street Journal )
Toys R Us turns to tech to revive defunct chain (Financial Times )
When Good Intentions Go Bad: My Interview with Social Psychologist Jonathan Haidt [The Knowledge Project Ep. #61] (Farnam Street )
There Was Another Concert in 1969 That Changed Pop Music (Bloomberg )
Ten Juicy Secrets About Restaurants I Learned Working as Nobu’s Maitre D’ (Bloomberg )
Josh Brown: Sometimes the best returns come from CEOs you’ve never heard of (CNBC )
‘Top Gun 2’: Everything we know about ‘Maverick’ after Tom Cruise drops first trailer (USA Today )
Buzz Aldrin and Neil Armstrong put a flag on the moon. Here’s what you can and can’t see in the iconic photo (USA Today )
How Attorney General Bill Barr Built A $40 Million Fortune (Forbes )
Hedge Fund Investor Letters 2019 Q2 (Insider Monkey )
Hedge Fund and Insider Trading News: Anthony Scaramucci, Oaktree Capital Management, ICF International Inc (ICFI), Unit Corporation (UNT), Central Garden & Pet Co (CENT), and More (Insider Monkey )
Allison Schrager Discusses Monetary Policy (Podcast) (Bloomberg )
Does Human Behavior Move the Markets? (Goldman Sachs Exchanges )
100 Best Adventures in America on Public Lands (Men’s Journal )
WeWork CEO Adam Neumann has reportedly cashed out of over $700 million ahead of its IPO (TechCrunch )
A Design Lover’s Guide to Montreal (Architectural Digest )
Energy shares could double by 2020, so buy now, says contrarian investor (MartketWatch )
Raymond James upgrades Apple on ‘increased conviction in a 5G iPhone’ (CNBC )
Paradigm Shifts by Ray Dalio (LinkedIn )
UnitedHealth lifts 2019 profit forecast after topping second-quarter estimates (MarketWatch )
More Solid Bank Results: Morgan Stanley beats profit estimates as rising stocks benefit wealth management and fund business (CNBC )
Mnuchin: Phone call on trade with China counterparts set for Thursday, ‘complicated issues’ remain (CNBC )
Mnuchin says progress being made on debt limit deal (CNBC )
There’s light at the end of the tunnel for small caps, analysts say (MarketWatch )
Hedge Fund Beating S&P 500 on Stodgy Bets Goes All-In on Stocks (Bloomberg )
Airline Profits Are Flying but Investors Don’t Care (Wall Street Journal )
Frontier Markets Are on Sale — but It Could Be a Wild Ride (Barron’s )
Here’s how the new Corvette Stingray could morph into a ‘fire-breathing monster’ (USA Today )
Netflix Loses U.S. Subscribers as Price Increases Take a Toll (New York Times )
Buy Luckin Coffee Stock Because Its Growth Story Is Still Going, Analyst Says (Barron’s )
Texas Showdown Flares Up Over Natural-Gas Waste (Wall Street Journal )
Bank of America beats analysts’ profit estimates on retail banking strength (CNBC )
Don’t Scoff at Influencers. They’re Taking Over the World. (New York Times )
Opposite of Conventional Wisdom (The Irrelevant Investor )
S. Manufacturers Are Getting Out of Their Slump. Maybe. (Barron’s )
How Much Boeing Stock Is Worth If the 737 MAX Never Flies Again (Barron’s )
Powell Says Fed Must Pay Greater Attention to Global Developments (Wall Street Journal )
Influencers Seek Wall Street’s Help to Manage Newfound Wealth (Bloomberg )
Lotus’s $2.1 Million Evija Electric Hypercar Doesn’t Have Door Handles (Bloomberg )
This chart pattern is popping up all over the market and could signal a breakout for stocks (CNBC )
(GM’s best decision in years): ‘I Refuse to Call it a Corvette.’ GM Moves the Engine, Revs Up a Revolt (Wall Street Journal )
Wells Fargo earnings blow past estimates (MarketWatch )
JPMorgan profit beats estimates on strength in consumer banking (Reuters )
Johnson & Johnson beats profit estimates on pharma strength, raises sales outlook ()
Goldman Sachs earnings blow past Wall Street on strong investment banking, trading results (CNBC )
Citigroup Reports Higher Earnings as Bank Results Begin (Wall Street Journal )
The Future of Interactive Sports on a Brooklyn Race Course (Barron’s )
The Overplayed, Turbohyped, and Underwhelming World of Artificial Intelligence (Institutional Investor )
