Category: What I’m Reading Today

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)

Be in the know. 10 key reads for Friday…

  1. Opinion: These battered biotech stocks are now buying opportunities as Elizabeth Warren climbs in the polls (MarketWatch)
  2. What May Have Driven David Tepper’s Big Decision (Institutional Investor)
  3. Hedge Fund and Insider Trading News: Kyle Bass, Warren Buffett, Silver Point Capital, Kraft Heinz Co (KHC), and More (Insider Monkey)
  4. Jeff Bezos’s Master Plan (The Atlantic)
  5. SAP Stock Jumps After Strong Earnings Pre-Announcement, CEO Succession (Barron’s)
  6. Aussie dollar up on hopes of U.S.-China trade deal, sterling surges on Brexit deal hopes (Street Insider)
  7. For hedge funds, software-as-a-service stocks are the new FAANG (MarketWatch)
  8. 5 Raymond James Analyst Favorite Picks With Huge Implied Upside (24/7 Wall Street)
  9. Here’s how the Fed’s balance sheet expansion that’s got the market excited is going to work (CNBC)
  10. Trump just joined Amazon’s video game streaming site Twitch, even though he has major beef with Jeff Bezos (Business Insider)

Be in the know. 10 key reads for Thursday…

  1. U.S. Weighs Currency Pact With China as Part of Partial Deal (Bloomberg)
  2. Fed’s Kaplan has ‘open mind’ on rate cuts, watching U.S. yield curve (Reuters)
  3. Hedge Fund and Insider Trading News: Boaz Weinstein, Eddie Lampert, Ray Dalio, AQR Capital Management, Monolithic Power Systems, Inc. (MPWR), Catalent Inc (CTLT), and More (Insider Monkey)
  4. No Inflation: US consumer prices were unchanged in September, the weakest reading since January (CNBC)
  5. How people vote in 2020 will come down to the economy (New York Post)
  6. The Fed chose ‘ounce of prevention’ with rate cut. Expect more. (Barron’s)
  7. Fed Officials Voice Concern About Slowdown’s Effect on Hiring (New York Times)
  8. Stock Traders Pay Biggest Premium to Shun Volatility in 41 Years (Bloomberg)
  9. From summer janitor to CEO of Disney: What fueled Bob Iger’s rise to the top (CNBC)
  10. Frank & Jerome (The Chairmen) agree: The Best is Yet to Come (AAII Sentiment Results) (Hedge Fund Tips)

Be in the know. 8 key reads for Wednesday…

  1. Fox Stock Has Sold Off Since the Disney Deal. How It Can Bounce Back. (Barron’s)
  2. Hedge Fund and Insider Trading News: David Tepper, Joel Greenblatt, Seth Klarman, Bain Capital, Dollar Tree, Inc. (DLTR), Carnival PLC (CUK), and More (Insider Monkey)
  3. A Hard Lesson in Silicon Valley: Profits Matter (New York Times)
  4. Fed Chair Powell Signals Balance Sheet Will Grow Soon After Recent Market Turmoil (New York Times)
  5. Weekly mortgage refinances jump 10% as rates drop to the lowest level since August (CNBC)
  6. China ready to discuss a partial trade deal and will increase US agricultural purchases, reports say (CNBC)
  7. Small-Cap Tech Stocks Are Cheap And Might Be Ready to Rally (Barron’s)
  8. Want to Sit in This Ultra-Rare Ferrari? Just Ask. (Wall Street Journal)

 

Be in the know. 5 key reads for Tuesday…

  1. Fed’s Kashkari says more easing needed, not sure how much (Reuters)
  2. Three Key Recession Indicators Are Sending Mixed Signals. Here’s What to Watch. (Barron’s)
  3. Cisco Systems Could Finally Rally Back to Its Bubble-Era Highs. One Analyst Explains How. (Barron’s)
  4. Elizabeth Warren Overtakes Joe Biden In Democratic Presidential Race: IBD/TIPP Poll (Investor’s)
  5. ETFs Get All the Buzz, but Mutual Funds Still Dominate. There’s a Reason. (Wall Street Journal)

 

 

Be in the know. 11 key reads for Monday…

  1. An Investment Tip From Mr. ZIP: Spot a coming trend and buy something close. No one knows exactly what’ll take off. (Wall Street Journal)
  2. Tepper’s Appaloosa Has Large S&P Call Option Position (Market Realist)
  3. GE to freeze pensions for about 20,000 employees, stock surges (MarketWatch)
  4. Barron’s Picks And Pans: Netflix, Raytheon, Spotify, Taiwan Semi And More (Yahoo! Finance)
  5. Review: The Dodge Challenger SRT Hellcat Redeye is a big, brash, intoxicating supercar (CNBC)
  6. Netflix has focused on India as a key area for growth. Exclusive data tells the story of its progress. (Business Insider)
  7. People Who Work from Home Earn $2,000 More a Year (Bloomberg)
  8. Goldman Says It’s Too Early to Call End to Equity Bull Market (Bloomberg)
  9. JPMorgan Says Euro Area to Be Key Equities Winner in Brexit Deal (Bloomberg)
  10. It’s ‘Too Early to Turn Cautious’ on Stocks (Barron’s)
  11. Fed Confronts Balance-Sheet Decisions to Curb Money-Market Volatility (Wall Street Journal)

Be in the know. 10 key reads for Sunday…

  1. There’s No Recession Coming. The Fed Will Make Sure of That. (Barron’s)
  2. ECRI Weekly Leading Index Update (Advisor Perspectives)
  3. How Iceland’s Tourism Bubble Deflated (NPR Planet Money)
  4. Externalities: Why We Can Never Do “One Thing” (Farnam Street)
  5. The Coming Crisis of China’s One-Party Regime (Project Syndicate)
  6. The Negative Effects of Chinese Financial Repression (Podcast) (Bloomberg)
  7. 10 Walt Disney Quotes That Could Boost Your Small Business (Entrepreneur)
  8. Buy Delta stock or sell it? Your time horizon is the key. (Barron’s)
  9. Odds Apple Buys Netflix Advance (24/7 Wall Street)
  10. How to Succeed in Business? Major in Liberal Arts (Bloomberg)