Be in the know. 10 key reads for Tuesday…

  1. The Bull Market Has Thrived Even Though Retail Investors Have Fled Stocks. Here’s Why. (Barron’s)
  2. Trump is surprised when Mnuchin says he asked China trade delegation to cancel farm tour (CNBC)
  3. Pound Spikes after Court Rules Suspension of U.K. Parliament Ahead of Brexit Unlawful (MarketWatch)
  4. Why a sideways stock market could indicate the highs are yet to come (MarketWatch)
  5. Drugmakers, Worried About Losing Pricing Power, Are Lobbying Hard (Wall Street Journal)
  6. Wall Street is underestimating how much money Apple will make off 5G, says Jefferies (MarketWatch)
  7. China grants new tariff waivers for U.S. soybean imports: Bloomberg (Reuters)
  8. Life in China Is Getting Harder, and Xi Jinping Should Worry (Bloomberg)
  9. Struggling Farmers See Bright Spot in Solar (Wall Street Journal)
  10. The Last Time the Market Acted This Way, Value Stocks Gained 30 Percent (Institutional Investor)

Be in the know. 17 key reads for Sunday…

  1. The weight of evidence is on the side of the ECB’s doves (Financial Times)
  2. How DJ Khaled Overcame His Fear Of Flying And Earned $67 Million In Two Years (Forbes)
  3. Watch Brad Pitt and Jimmy Fallon Hilariously One-Up Each Other With Wild Orders (Men’s Journal)
  4. Sarah Ketterer Discusses Investment Management (Podcast) (Bloomberg)
  5. Blackstone CEO Steve Schwarzman Says Recession Is ‘Unlikely Now’ (Fortune)
  6. New land rover defender makes its long-awaited debut (designboom)
  7. ECRI Weekly Leading Index Update (AdvisorPerspectives)
  8. Episode 940: Interest Rates… Why So Negative? (NPR)
  9. Why Netflix’s Founding CEO Always Carries a Notebook (Inc.)
  10. Google Says It’s Achieved Quantum Supremacy, a World-First: Report (Gizmodo)
  11. Stitch Fix: Katrina Lake How I Built This with Guy Raz (NPR)
  12. A Kelley Blue Book for Hospitals? He’s Got a Fix for Surprise Bills (Ozy)
  13. The Rolling Stone Interview Taylor Swift (Rolling Stone)
  14. Don’t Stop Believin’, Part 2 – E&Ps Boosting Production Despite Sharp Cuts to Capital Spending (RB Energy)
  15. The Power 100 2019 (Worth)
  16. Will Ferrell, Ryan Reynolds to Star in Musical Reimagining of ‘A Christmas Carol’ (Exclusive) (Hollywood Reporter)
  17. Stocks will soar 17% through next year, market bull Ed Yardeni predicts (CNBC)

Be in the know. 15 key reads for Saturday…

  1. Hedge Fund and Insider Trading News: T. Boone Pickens, Carl Icahn, Glen Kacher, Camber Capital Management, Elliott Management, Abbvie Inc. (ABBV), Fidelity National Financial Inc (FNF), and More (Insider Monkey)
  2. Fed officials are studying whether market plumbing issues contributed to a spike in short-term lending rates this week. (Wall Street Journal)
  3. Paranoia Written All Over S&P 500 in Struggle to Get Back to Record Bloomberg)
  4. Meet Goldman Sachs’ top quant, Bankers in Portland, Alt data may not be a gold mine (Business Insider)
  5. The Pentagon will deploy U.S. forces to the Middle East on the heels of the attack on Saudi Arabian oil facilities (CNBC)
  6. After the Fed’s Second Rate Cut, Hints of Another to Come (New York Times)
  7. Week in Review: How Trump’s policies moved stocks (TheFly)
  8. The Stocks Jim Chanos and Leon Cooperman Are Buying — And Shorting (Institutional Investor)
  9. Why Value Investing Works (Safal Niveshak)
  10. Why We Love to Call Everything a Bubble (Bloomberg)
  11. The Evolutionary Benefit of Friendship (Farnam Street)
  12. How to invest like Warren Buffett (CNBC)
  13. A World Without Fossil Fuels Is Approaching. But You Might Not Live Long Enough to See It. (Barron’s)
  14. McLaren GT: Introducing the World’s Most Civilized Supercar (Wall Street Journal)
  15. How Lil Nas X Inspired a New Cowboy-Hat Craze (Wall Street Journal)

Be in the know. 12 key reads for Friday…

  1. Fed’s Bullard on his rate cut dissent: US manufacturing appears to be ‘in recession’ (CNBC)
  2. Larry Ellison on Uber, Tesla, AI, and More (Barron’s)
  3. AbbVie Stock Is Falling Because Investors Hate the Allergan Deal. The Vice Chairman Bought Up Shares. (Barron’s)
  4. China cuts new loan rate for second month but struggling economy likely needs more (Reuters)
  5. Activist investor Peltz says GE CEO Culp is doing a good job (Yahoo! Finance)
  6. U.S. bankers seize on repo-market stress to push for softer liquidity rules (Reuters)
  7. Light Street’s Glen Kacher: ‘Multiples Should be Higher’ (Institutional Investor)
  8. Jim Grant, “Nobody’s going to be right all the time. Our job was to make people stop and think.”  (Institutional Investor)
  9. Netflix chief says ‘The Crown’ will look a bargain after streaming explosion (Reuters)
  10. Hold That Recession: U.S. Indicators Are Trouncing Forecasts (Bloomberg)
  11. Fed Will Weigh Resuming Balance Sheet Growth at October Meeting (Wall Street Journal)
  12. Tesla’s Model 3 earns insurance industry’s top safety rating (New York Post)

Be in the know. 8 key reads for Thursday…

  1. Hedge Fund and Insider Trading News: John Paulson, Daniel Loeb, Tom Steyer, GoldenTree Asset Management, Fox Factory Holding Corp (FOXF), Silicon Laboratories (SLAB), and More (Insider Monkey)
  2. Investors and the Fed: I’m OK, You’re OK (Wall Street Journal)
  3. U.S., Chinese trade deputies face off in Washington amid deep differences (Reuters)
  4. 10 Stable Growth Socks That Are Still Worth the Price, Analyst Says (Barron’s)
  5. Buffett protégé Tracy Britt Cool leaving Berkshire Hathaway (New York Post)
  6. U.S. Jobless Claims Increase Less Than Forecast to 208,000 (Bloomberg)
  7. Microsoft to Buy Back Up to $40 Billion in Stock (Wall Street Journal)
  8. Just Two Stocks Turned Pennies Into Billions (Investor’s Business Daily)

Be in the know. 10 key reads for Tuesday…

  1. Wall Street May Get $40 Billion Reprieve From Trump Regulators (Bloomberg)
  2. Banks Warm to Mortgage Bonds That Burned Them in 2008 (Wall Street Journal)
  3. Global Fund Managers Favor US Stocks, But Not Yet Ready for Value Rotation –BAML (The Street)
  4. Oil Prices Can’t Make or Break Emerging Markets Anymore (Barron’s)
  5. Value Stocks Look Ready to ‘Take the Reins.’ Here’s Why. (Barron’s)
  6. U.S. Tells Saudi Arabia Oil Attacks Were Launched From Iran (Wall Street Journal)
  7. Former Oil CEO Aims to Change How the U.S. Exports Natural Gas (Wall Street Journal)
  8. Saudis Face Lengthy Oil Halt With Few Options to Fill Gap (Bloomberg)
  9. Opinion: Stock investors have overreacted to the Saudi oil attack (MarketWatch)
  10. Former Cisco CEO John Chambers makes fast friends with anyone, including royalty — here’s how he does it (Business Insider)

Be in the know. 5 key reads for Monday…

  1.  Oil Spike, Auto Strike Won’t Derail U.S. Economy (Barron’s)
  2. Chicago School Professor Fights ‘Chicago School’ Beliefs That Abet Big Tech (New York Times)
  3. British Prime Minister Boris Johnson is set to explore a Brexit deal with the President of the European Commission Jean-Claude Juncker over lunch of snails and salmon. (Business Insider)
  4. The 2019 McLaren 720S Spider is a $315,000 supercar with mind-bending performance (CNBC)
  5. Strong U.S. Dollar Prompts Speculation of Trump Intervention (Wall Street Journal)

Be in the know. 12 key reads for Sunday…

  1. Global spare oil capacity in U.S. hands after Saudi outage (Reuters)
  2. Uber and Lyft say they don’t plan to reclassify their drivers as employees (Vox)
  3. The Debt That Never Dies: China’s Imperial Bonds (NPR Planet Money)
  4. VIDEO: Short Selling Stocks Was Invented As Revenge (NPR Planet Money)
  5. The Third Democratic Debate In 7 Charts (FiveThirtyEight)
  6. This Guy Grew Up Knowing 2 Things: Hard Work and Hockey. Now He’s Combined Them Into a Hugely Successful Business (Inc.)
  7. The Co-Founder of Shareholder Activism Is Dead, but His Cause Is Thriving (Cheif Investment Officer)
  8. Coach Parent Tapestry Could See a Turnaround (Barron’s)
  9. Saudi Oil Attack: This Is the Big One (Wall Street Journal)
  10. Surge in Treasury Yields Highlights Easing Economic Worries (Wall Street Journal)
  11. Stephen Schwarzman’s Lifelong Audacity (Wall Street Journal)
  12. U.K. Steps Up Efforts Toward a Brexit Deal, Pushing Pound Higher (Wall Street Journal)