Be in the know. 10 key reads for Thursday…

  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)

Be in the know. 10 key reads for Wednesday…

  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)

Be in the know. 10 key reads for Tuesday…

  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)

Be in the know. 5 key reads for Monday…

  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)

Be in the know. 12 key reads for Sunday…

  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)

 

Be in the know. 20 key reads for Saturday…

  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)

Be in the know. 10 key reads for Friday…

  1. The Future of Power Still Means Fossil Fuels, for Now (Bloomberg Businessweek)
  2. The Kenny Chesney “Everything’s Gonna Be Alright” Stock Market (ZeroHedge)
  3. Opinion: U.S. stock market has a good chance to record new highs (MarketWatch)
  4. Opinion: Intel suggests the chip recovery is here, even as rivals are still waiting (MarketWatch)
  5. Goldman Sachs predicts the Fed will make two big changes next week (CNBC)
  6. Brexit Relief Fuels Biggest European Equity Inflows in 20 Months (Bloomberg)
  7. Chipmaker Intel Crushes Third-Quarter Targets, Guides Higher (Investors)
  8. Natural-Gas Prices Rise on Expectations for Cooler Fall Weather (Wall Street Journal)
  9. A Biotech Giant Not Named Biogen Also Had a Good Week (Bloomberg)
  10. Billionaire investor Ron Baron sees the Dow at 650,000 in 50 years (CNBC)

Be in the know. 12 key reads for Thursday…

  1. China Willing to Buy $20 Billion of U.S. Farm Goods in Year One (Bloomberg)
  2. The Kenny Chesney “Everything’s Gonna Be Alright” Stock Market: (AAII Sentiment Survey Results) (Hedge Fund Tips)
  3. Health Care Gains as a Warren Victory Looks Less Certain (Barron’s)
  4. Three Hedge Fund Titans Celebrated Over Dinner. Everything Was Fair Game Except Investing. (Institutional Investor)
  5. ECB keeps money taps open as Draghi denied grand finale (Reuters)
  6. British pound hovers around $1.29 as attention turns to EU and possible Brexit extension (MarketWatch)
  7. How to Watch Scorsese on Broadway (and Why That’s Possible) (New York Times)
  8. The Complete Berkshire Hathaway Portfolio (U.S. News)
  9. 6 Energy Stocks for Value Investors (U.S. News)
  10. Texas Roadhouse CEO Kent Taylor Defies Convention — And Wins (Investor’s Business Daily)
  11. Five Guys has the best french fries in fast food, according to our survey of more than 3,000 customers (Business Insider)
  12. Elon Musk Makes Good on ‘Short Burn of the Century’, 18 Months Later (Bloomberg)

 

 

Be in the know. 12 key reads for Wednesday…

  1. 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)
  2. Death by Amazon’ Was a False Alarm for Walmart and Some Other Retailers (Barron’s)
  3. Health Care Gains as a Warren Victory Looks Less Certain (Barron’s)
  4. The Future of Technology: 16 Predictions (Barron’s) and (196 Slides)
  5. Tusk Tells Johnson He’ll Recommend Extension: Brexit Update (Bloomberg)
  6. Opinion: Here’s the stock-market trade this hedge-fund star is most excited about right now (MarketWatch)
  7. Here’s where hedge-fund shorts are at risk of getting burned (MarketWatch)
  8. China’s premier says cooperation with the U.S. can create mutual benefit (Reuters)
  9. Schlumberger- Shale and Deepwater (Yahoo! Finance)
  10. Range Announces Asset Sales, Enhanced Financial Resources, and Initiation of Share Repurchase Program (Yahoo! Finance)
  11. 4 Fallen Angel Large-Cap Blue Chips May Have Massive 2020 Rebounds (24/7 Wall Street)
  12. 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…

  1. Biogen Stock Is Soaring as Hope Returns for Alzheimer’s Drug (MarketWatch)
  2. $8 Billion Fund Manager Picks Battered Indian Auto Stocks (Bloomberg)
  3. Biden Regains Lead, Warren Too Extreme (Mish Talk)
  4. Chinese vice foreign minister says progress made in trade talks with U.S. (Reuters)
  5. Pierre Delecto? Mitt Romney’s Secret Twitter Account Is Unveiled (Bloomberg)
  6. FDA approves new breakthrough therapy for cystic fibrosis (Vertex Pharma) (FDA)
  7. A Commodities Hedge Fund Titan Is Quitting After 50 Years (Hellenic Shipping News)
  8. Foreign Stocks Are Looking Cheap. 5 Ways to Take Advantage. (Barron’s)
  9. Last-Minute Opioid Deal Could Open Door to Bigger Settlement (Wall Street Journal)
  10. SAP Extends Cloud Partnership With Microsoft (Wall Street Journal)