- 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)
Category: What I’m Reading Today
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)
Be in the know. 7 key reads for Tuesday…
- JPMorgan (JPM) Tops Q3 EPS by 23c, Offers Outlook (Street Insider)
- Fedâs Bullard: Risks remain high and Fed is on a âmeeting by meetingâ basis (CNBC)
- UnitedHealth Stock Is Up After âMedicare for Allâ Political Risk Fails to Dent Earnings (Barron’s)
- Industrial Stocks Look Bad but Some See a Return to Growth by Mid-2020 (Barron’s)
- The Biotech Sector Is Lagging. Blame Gene Therapy Stocks, Analysts Say. (Barron’s)
- European stocks nudge higher on Barnierâs Brexit optimism (MarketWatch)
- Prescription drugs boost drives J&J forecasts higher, shares rise (Reuters)
Be in the know. 8 key reads for Monday…
- The S&P 500 Earnings Outlook Is Terrible. It’s Not as Bad as It Looks. (Barron’s)
- China September exports, imports in deeper contraction as tariffs take toll (Reuters)
- Peak Shale: How U.S. Oil Output Went From Explosive to Sluggish (Yahoo! Finance)
- Private-equity deals depress worker wages, study finds (MarketWatch)
- ‘If You Ever Do That to Me Again, I’m Going to Kill You.’ (Institutional Investor)
- Blackstone Talked With Ken Griffin’s Citadel About Buying Stake (Wall Street Journal)
- Apple’s ‘key growth driver’ in 2020 will be a new $399 iPhone, top analyst says CNBC)
- Western Digital upgraded to Buy from Hold at Loop Capital (TheFly)
Be in the know. 10 key reads for Sunday…
- What The %!&# Is The Repo Market? (NPR Planet Money)
- ‘El Camino: A Breaking Bad Movie’ Review: Fan Service Firing on All Cylinders (Rolling Stone)
- ECRI Weekly Leading Index Update (Advisor Perspectives)
- The Best of Goethe’s Aphorisms (Farnam Street)
- Is Amazon Unstoppable? (New Yorker)
- How Florida Georgia Line Helped Country Music Reinvigorate Itself (GQ)
- Wells Fargo report: A.I. will cut 200,000 American bank jobs over next decade (Big Think)
- Why Governments Haven’t Learned The Lessons Of Japan (Podcast) (Bloomberg)
- Mini Trade Deal Could Be Huge Catalyst For Oil (Oil Price)
- GE and 4 More Favorite Stocks From a Fan of Disruption (Barron’s)
Be in the know. 10 key reads for Saturday…
- Federal Reserve Gives Large Banks a Break on Postcrisis Rules (Wall Street Journal)
- New Cocoa-Pricing Method Makes for a Hot Commodity (Wall Street Journal)
- U.S. Steel Boosts Revenue Outlook (Wall Street Journal)
- Millennials Are Making Babies. These Stocks Could Bounce. (Barron’s)
- Porsche and Boeing Want to Build This Sexy Flying Car Together (Futurism)
- When EBITDA Is Just BS (Institutional Investor)
- U.S. and China Reach a Truce on Trade (Wall Street Journal)
- Fed’s Plan to Buy Treasury Bills ($60B/month) (Bloomberg)
- Frank & Jerome (The Chairmen) agree: The Best is Yet to Come (AAII Sentiment Results) (Hedge Fund Tips)
- No, SoftBank Won’t Go Down in Flames: Term Sheet (Fortune)