Be in the know. 10 key reads for Monday…

  1. It’s Time to Stop Playing Defense in Stocks (Barron’s)
  2. Johnson Prepares to Put Brexit Deal to Vote After Foiled First Try (Wall Street Journal)
  3. Frackers Float ‘Shale Bonds’ as Traditional Investors Flee (Wall Street Journal)
  4. Goldman Sachs says pound could hit $1.35 as risk of no-deal Brexit fades (MarketWatch)
  5. Fed Poised to Cut, Goodbye to Draghi, Appropriate Yuan: Eco Day (Bloomberg)
  6. ECB Restarting QE Will Need More Purchase of Private Debt (Bloomberg)
  7. Robert Shiller: Recession likely years away due to bullish Trump effect (CNBC)
  8. The Chip Industry Gets a Strong 5G Signal (Wall Street Journal)
  9. The Week Ahead In Biotech: Earnings Trickle In, While Glaxo, Melinta, Foamix And Eton Await FDA Verdict (Yahoo Finance!)
  10. 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…

  1. How Private Sector Balance Sheets Changed Recessions (Podcast) (Bloomberg)
  2. Theodore Roosevelt: A Timeline of the 26th President’s Life (Mental Floss)
  3. How Biotech and Big Pharma Have Upside Heading Into Earnings ()
  4. Stocks ‘no brainer’ over bonds (Fox Business)
  5. How Non-Profit Hospitals Are Driving Up The Cost Of Health Care (NPR Planet Money)
  6. How His Obscure Tax Break Became a $60B Venture Fund for Low-Income America (OZY)
  7. ConocoPhillips Stock Looks Cheap After a Selloff (Barron’s)
  8. What’s Next After the U.K. Parliament’s Non-Vote on Brexit (Barron’s)
  9. Can ‘Modicare’ Save Sick Indians From Poverty? (OZY)
  10. The Downside of Reusable Bags More People Need to Be Thinking About (Reader’s Digest)

Be in the know. 20 key reads for Saturday…

  1. 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)
  2. Wealth Taxes Don’t Work. Here’s Why. (Barron’s)
  3. How to pretend to understand the Brexit deal (Barron’s)
  4. Meet the Buffett bot: quant fund tries to crack the ‘value’ code (Financial Times)
  5. China’s GDP growth grinds to near 30-year low as tariffs hit production (New York Post)
  6. Why Popular Investments Are Doomed to Underperform (Institutional Investor)
  7. Howard Marks Latest Memo – Mysterious (OakTree)
  8. Invest like Warren Buffett — Is this value’s time to finally shine? (CNN)
  9. Wall Street’s top hedge fund managers reveal their best ideas (CNBC)
  10. ‘Feel the Force’: Gut Instinct, Not Data, Is the Thing (Wall Street Journal)
  11. Bill Miller 3Q 2019 Market Letter (Miller Value)
  12. Buy in October, and Get Yourself Sober (Almanac Trader)
  13. Google affiliate begins drone deliveries in Virginia town (AP)
  14. Mark Zuckerberg Takes Hard Stance Against China And Censorship In Georgetown University Speech (Forbes)
  15. Trump hopes U.S.-China trade deal will be signed by middle of November (Reuters)
  16. Empire State Manufacturing Survey: Slight Growth in October (Advisor Perspectives)
  17. Norway Is a Green Leader. It’s Also Drilling More Oil Wells Than Ever (Fortune)
  18. Lavender Fields, Bouillabaisse, and Calanques: The 4-Day Weekend in Marseille (Men’s Journal)
  19. List Of Top 10 Best Beaches In The World (ValueWalk)
  20. Here They Are: The 20 Best Places To Visit In 2020 (Forbes)

Be in the know. 9 key reads for Friday…

  1. Why Mega-Cap Dividend Energy Stocks May Be the Best 2020 Bet (24/7 Wall Street)
  2. 4 Biotech Stocks That Are Set to Rally, Analyst Says (Barron’s)
  3. Hedge Fund and Insider Trading News: Ken Fisher, D.E. Shaw, Dalton Investments, Safehold Inc (SAFE), ResMed Inc. (RMD), and More (Insider Monkey)
  4. A Fed recession indicator has lit up. It’s not the only one to watch. (Barron’s)
  5. Saudi Aramco Delays Launch of World’s Largest IPO (Wall Street Journal)
  6. With Advice Like This, Gilead Can’t Go Wrong (Wall Street Journal)
  7. Schlumberger profit beats as international gains offset weak North America (Reuters)
  8. This Robotic Surgery Giant Just Crushed Third-Quarter Earnings Forecasts (Investors)
  9. The Taylor Swift, “Shake It Off” Market…(AAII Sentiment Survey) (ZeroHedge)

Be in the know. 9 key reads for Thursday…

  1. Daniel Kahneman: Putting Your Intuition on Ice (Farnam Street)
  2. Netflix Stock Rallies as Earnings Soar Past Guidance (Barron’s)
  3. Britain, European Union reach new Brexit deal (New York Post)
  4. FCC approves T-Mobile-Sprint merger (USA Today)
  5. Morgan Stanley shares surge after bank beats expectations on trading, advisory results (CNBC)
  6. 10 Stock Picks Using Bernstein’s Quant-Aided Analysis (Barron’s)
  7. UAW Reaches Tentative Labor Deal With GM (Wall Street Journal)
  8. China says it hopes to reach phased trade pact with U.S. as soon as possible (Street Insider)
  9. The Taylor Swift, “Shake It Off” Market…(AAII Sentiment Survey) (Hedge Fund Tips)

 

Be in the know. 10 key reads for Wednesday…

  1. Value Finally Trumps Fear for Health Stocks (Wall Street Journal)
  2. Bank of America Joins the Earnings Party. Strong Profits Push Up the Stock. (Barron’s)
  3. Hedge Fund and Insider Trading News: Ken Fisher, D.E. Shaw, Dalton Investments, Safehold Inc (SAFE), ResMed Inc. (RMD), and More (Insider Monkey)
  4. Jefferies Very Positive on 4 Top Internet Stocks in Front of Q3 Results (24/7 Wall Street)
  5. British Tech Firms Bought Up by Foreign Buyers After the Vote to Leave (Bloomberg)
  6. How Former Hollywood Mogul Barry Diller Built A $4.2 Billion Tech Fortune Out Of Underdog Assets (Forbes)
  7. Leon Cooperman says there is ‘one more leg’ higher for the bull market before it ends (CNBC)
  8. Long-Term Inflation Expectations Hit Record Low: N.Y. Fed (Wall Street Journal)
  9. Mall Short Seller Shuts Down Before the Malls He Bet Against (Wall Street Journal)
  10. Bullard Sees Trade Turmoil as ‘Pandora’s Box’ Risk to Economy (Bloomberg)

Be in the know. 7 key reads for Tuesday…

  1. JPMorgan (JPM) Tops Q3 EPS by 23c, Offers Outlook (Street Insider)
  2. Fed’s Bullard: Risks remain high and Fed is on a ‘meeting by meeting’ basis (CNBC)
  3. UnitedHealth Stock Is Up After ‘Medicare for All’ Political Risk Fails to Dent Earnings (Barron’s)
  4. Industrial Stocks Look Bad but Some See a Return to Growth by Mid-2020 (Barron’s)
  5. The Biotech Sector Is Lagging. Blame Gene Therapy Stocks, Analysts Say. (Barron’s)
  6. European stocks nudge higher on Barnier’s Brexit optimism (MarketWatch)
  7. Prescription drugs boost drives J&J forecasts higher, shares rise (Reuters)

Be in the know. 8 key reads for Monday…

  1. The S&P 500 Earnings Outlook Is Terrible. It’s Not as Bad as It Looks. (Barron’s)
  2. China September exports, imports in deeper contraction as tariffs take toll (Reuters)
  3. Peak Shale: How U.S. Oil Output Went From Explosive to Sluggish (Yahoo! Finance)
  4. Private-equity deals depress worker wages, study finds (MarketWatch)
  5. ‘If You Ever Do That to Me Again, I’m Going to Kill You.’ (Institutional Investor)
  6. Blackstone Talked With Ken Griffin’s Citadel About Buying Stake (Wall Street Journal)
  7. Apple’s ‘key growth driver’ in 2020 will be a new $399 iPhone, top analyst says CNBC)
  8. Western Digital upgraded to Buy from Hold at Loop Capital (TheFly)

Be in the know. 10 key reads for Sunday…

  1. What The %!&# Is The Repo Market? (NPR Planet Money)
  2. ‘El Camino: A Breaking Bad Movie’ Review: Fan Service Firing on All Cylinders (Rolling Stone)
  3. ECRI Weekly Leading Index Update (Advisor Perspectives)
  4. The Best of Goethe’s Aphorisms (Farnam Street)
  5. Is Amazon Unstoppable? (New Yorker)
  6. How Florida Georgia Line Helped Country Music Reinvigorate Itself (GQ)
  7. Wells Fargo report: A.I. will cut 200,000 American bank jobs over next decade (Big Think)
  8. Why Governments Haven’t Learned The Lessons Of Japan (Podcast) (Bloomberg)
  9. Mini Trade Deal Could Be Huge Catalyst For Oil (Oil Price)
  10. GE and 4 More Favorite Stocks From a Fan of Disruption (Barron’s)

Be in the know. 10 key reads for Saturday…

  1. Federal Reserve Gives Large Banks a Break on Postcrisis Rules (Wall Street Journal)
  2. New Cocoa-Pricing Method Makes for a Hot Commodity (Wall Street Journal)
  3. U.S. Steel Boosts Revenue Outlook (Wall Street Journal)
  4. Millennials Are Making Babies. These Stocks Could Bounce. (Barron’s)
  5. Porsche and Boeing Want to Build This Sexy Flying Car Together (Futurism)
  6. When EBITDA Is Just BS (Institutional Investor)
  7. U.S. and China Reach a Truce on Trade (Wall Street Journal)
  8. Fed’s Plan to Buy Treasury Bills ($60B/month) (Bloomberg)
  9. Frank & Jerome (The Chairmen) agree: The Best is Yet to Come (AAII Sentiment Results) (Hedge Fund Tips)
  10. No, SoftBank Won’t Go Down in Flames: Term Sheet (Fortune)