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Opinion: These battered biotech stocks are now buying opportunities as Elizabeth Warren climbs in the polls (MarketWatch )
What May Have Driven David Tepper’s Big Decision (Institutional Investor )
Hedge Fund and Insider Trading News: Kyle Bass, Warren Buffett, Silver Point Capital, Kraft Heinz Co (KHC), and More (Insider Monkey )
Jeff Bezos’s Master Plan (The Atlantic )
SAP Stock Jumps After Strong Earnings Pre-Announcement, CEO Succession (Barron’s )
Aussie dollar up on hopes of U.S.-China trade deal, sterling surges on Brexit deal hopes (Street Insider )
For hedge funds, software-as-a-service stocks are the new FAANG (MarketWatch )
5 Raymond James Analyst Favorite Picks With Huge Implied Upside (24/7 Wall Street )
Here’s how the Fed’s balance sheet expansion that’s got the market excited is going to work (CNBC )
Trump just joined Amazon’s video game streaming site Twitch, even though he has major beef with Jeff Bezos (Business Insider )
U.S. Weighs Currency Pact With China as Part of Partial Deal (Bloomberg )
Fed’s Kaplan has ‘open mind’ on rate cuts, watching U.S. yield curve (Reuters )
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 )
No Inflation: US consumer prices were unchanged in September, the weakest reading since January (CNBC )
How people vote in 2020 will come down to the economy (New York Post )
The Fed chose ‘ounce of prevention’ with rate cut. Expect more. (Barron’s )
Fed Officials Voice Concern About Slowdown’s Effect on Hiring (New York Times )
Stock Traders Pay Biggest Premium to Shun Volatility in 41 Years (Bloomberg )
From summer janitor to CEO of Disney: What fueled Bob Iger’s rise to the top (CNBC )
Frank & Jerome (The Chairmen) agree: The Best is Yet to Come (AAII Sentiment Results) (Hedge Fund Tips )
Fox Stock Has Sold Off Since the Disney Deal. How It Can Bounce Back. (Barron’s )
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 )
A Hard Lesson in Silicon Valley: Profits Matter (New York Times )
Fed Chair Powell Signals Balance Sheet Will Grow Soon After Recent Market Turmoil (New York Times )
Weekly mortgage refinances jump 10% as rates drop to the lowest level since August (CNBC )
China ready to discuss a partial trade deal and will increase US agricultural purchases, reports say (CNBC )
Small-Cap Tech Stocks Are Cheap And Might Be Ready to Rally (Barron’s )
Want to Sit in This Ultra-Rare Ferrari? Just Ask. (Wall Street Journal )
Fed’s Kashkari says more easing needed, not sure how much (Reuters )
Three Key Recession Indicators Are Sending Mixed Signals. Here’s What to Watch. (Barron’s )
Cisco Systems Could Finally Rally Back to Its Bubble-Era Highs. One Analyst Explains How. (Barron’s )
Elizabeth Warren Overtakes Joe Biden In Democratic Presidential Race: IBD/TIPP Poll (Investor’s )
ETFs Get All the Buzz, but Mutual Funds Still Dominate. There’s a Reason. (Wall Street Journal )
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 )
Tepper’s Appaloosa Has Large S&P Call Option Position (Market Realist )
GE to freeze pensions for about 20,000 employees, stock surges (MarketWatch )
Barron’s Picks And Pans: Netflix, Raytheon, Spotify, Taiwan Semi And More (Yahoo! Finance )
Review: The Dodge Challenger SRT Hellcat Redeye is a big, brash, intoxicating supercar (CNBC )
Netflix has focused on India as a key area for growth. Exclusive data tells the story of its progress. (Business Insider )
People Who Work from Home Earn $2,000 More a Year (Bloomberg )
Goldman Says It’s Too Early to Call End to Equity Bull Market (Bloomberg )
JPMorgan Says Euro Area to Be Key Equities Winner in Brexit Deal (Bloomberg )
It’s ‘Too Early to Turn Cautious’ on Stocks (Barron’s )
Fed Confronts Balance-Sheet Decisions to Curb Money-Market Volatility (Wall Street Journal )
There’s No Recession Coming. The Fed Will Make Sure of That. (Barron’s )
ECRI Weekly Leading Index Update (Advisor Perspectives )
How Iceland’s Tourism Bubble Deflated (NPR Planet Money )
Externalities: Why We Can Never Do “One Thing” (Farnam Street )
The Coming Crisis of China’s One-Party Regime (Project Syndicate )
The Negative Effects of Chinese Financial Repression (Podcast) (Bloomberg )
10 Walt Disney Quotes That Could Boost Your Small Business (Entrepreneur )
Buy Delta stock or sell it? Your time horizon is the key. (Barron’s )
Odds Apple Buys Netflix Advance (24/7 Wall Street )
How to Succeed in Business? Major in Liberal Arts (Bloomberg )
Charles Schwab, Lennar, Johnson & Johnson: Stocks That Defined the Week (Wall Street Journal )
Fed Officials Signal Openness to More Easing After Jobs Report (Bloomberg )
The 2019 S&P 500 Sector Quilt (awealthofcommonsense )
LEAPS (focusedcompounding )
Stephen Schwarzman Hung Out a Shingle. Then He Waited (Institutional Investor )
Google in talks to acquire TikTok rival Firework (New York Post )
The Fed Will Give the Market What It Wants. Again (Bloomberg )
Powell Says Economy Faces Some Risks But Still in Good Place (Bloomberg )
JPMorgan, BlackRock Say Investors Too Cautious on Repeat of 2008 (Bloomberg )
Banksy’s ‘Devolved Parliament’ painting showing monkeys in House of Commons sold for $12 million (Luxuo )
I spent the day with a New Jersey commuter who rides a Jet Ski to work, and it changed the way I think about my week (Business Insider )
The Fed says it will continue overnight repos of at least $75 billion through November 4 (Business Insider )
Shipping Fuel Is About to Get Cleaner. What It Means for Investors. (Barron’s )
A GE Stock Bear Trashed the Aviation Unit. Here’s Why Investors Shouldn’t Worry. (Barron’s )
Banks Expected to Get Break on Postcrisis Rules (Wall Street Journal )
Opportunity Zones Aren’t a Program—They’re a Market (Fortune )
Hedge Fund and Insider Trading News: Glenn Dubin, Tiger Global Management, Arrowgrass Capital Partners, Darsana Capital Partners, Apple Inc. (AAPL), PROS Holdings, Inc. (PRO), and More (Insider Monkey )
Top 20 Best Warren Buffett Quotes On Money, Life And Success (ValueWalk )
Zuckerberg misunderstands the huge threat of TikTok (TechCrunch)
The Cheating Scandal Rocking the Poker World (The Ringer )
U.S. adds 136,000 jobs in September, unemployment rate hits 50-year low (MarketWatch )
The Dow Could Rebound in ‘a Matter of Days.’ One Way to Play the Comeback (Barron’s )
Apple to Increase iPhone 11 Output by Up to 10%, Nikkei Reports (Bloomberg )
Alphabet (GOOGL) PT Raised to ‘Street High’ $1,600 at Deutsche Bank; ‘Bullish on Google Cloud’ (Street Insider )
‘Sahm Rule’ enters Fed lexicon as fast, real-time recession flag (Reuters )
Eddie Murphy says ‘Dolemite Is My Name’ (and Obama’s urging) spurred his return to stand-up (USA Today )
The McRib is returning to McDonald’s menus at more than 10,000 locations across America (Business Insider )
Soybean Futures Bounce Back After China Restarts Purchases (Wall Street Journal )
The EU signaled it won’t retaliate after Trump said he’d slap Europe with $7.5 billion in tariffs (Business Insider )
Ray Dalio: ‘I’m going to go quiet in about a year’ (Yahoo! Finance )
The bull market for stocks may be old, but it’s not dead yet, say Citi strategists (MarketWatch )
Texture, Flavor, Funk! Six Rules for Building a Better Cheese Board (Bloomberg )
Microsoft Looks to Rewrite History on Its Phone Business (Bloomberg )
Here’s why a Houston businessman is betting millions on the Astros winning the World Series (MarketWatch )
The Curious Case of the Terrible Manufacturing Number (Barron’s )
Chinese Stocks Are Tumbling. Here’s Why Alibaba and Others Will Bounce Back. (Barron’s )
Everything Is Private Equity Now (Bloomberg )
Chicago Fed’s Evans says he’s worried about inflation outlook, open minded on more rate cuts (MarketWatch )
GE’s Larry Culp Talks About His First Drama-Filled Year as CEO (MarketWatch )
Slumping Data May Force Powell to Move to Third Cut (Bloomberg )
A Secretive Committee of Wall Street Insiders Is the Least of the New York Fed’s Concerns. (Institutional Investor )
Stock-market investors ‘should play offense,’ ignore manufacturing weakness, says Canaccord’s Dwyer (MarketWatch )
PM Johnson calls for EU to embrace compromise with Britain’s new proposal (Reuters )
Ray Dalio says U.S. may go for ‘bigger moves’ than limiting capital flows to China (MarketWatch )
Lennar tops forecasts as builder reports 13% profit rise (MarketWatch )
Baird Has 3 Top Biotech Picks With Huge Upcoming Potential Catalysts (24/7 Wall Street )
Stocks Had a Rough Start to the Fourth Quarter. But It May Not Mean Much. (Barron’s )
Facebook stock is way up this year. How to win from its next big move. (Barron’s )
Schwab Cuts Fees on Online Stock Trades to Zero, Rattling Rivals (Wall Street Journal )
Meat Strikes Back as Diet Wars Rage On (Wall Street Journal )
The Japanese Stock Market Is Cheap if You’re Cheerful (Wall Street Journal )
