Be in the know. 10 key reads for Thursday…

  1. Don’t Be Afraid of Stocks Now. Next Year Is Another Story. (Barron’s)
  2. Apple’s growing opportunity in India (Barron’s)
  3. The Fed will cut rates by a quarter point this month, not a half point, WSJ says (CNBC)
  4. China, U.S. to hold trade talks in October; Beijing says phone call went well (Reuters)
  5. U.S. Fed to further simplify ‘stress capital buffer’ plan: Quarles (Reuters)
  6. After 32 Rate Cuts in 2019, Traders Say Many More Are Coming (Bloomberg)
  7. Fed Beige Book Shows Wide Tariff Anxiety, Varied Impact So Far (Bloomberg)
  8. Nicklaus: `Tiger’s Going to Win a Lot More Tournaments’ (Bloomberg)
  9. A Recession Isn’t Inevitable: The Case for Economic Optimism (New York Times)
  10. Curb Your Enthusiasm: What AI Can’t Do (Forbes)

Be in the know. 7 key reads for Wednesday…

  1. Fed’s Bullard says ‘aggressive’ step is needed to align Fed with markets, insure against trade war (CNBC)
  2. Global markets rally as Hong Kong’s Lam withdraws extradition bill that triggered protests (MarketWatch)
  3. UPS, FedeX Will Win From Amazon’s 1-Day Shipping  (Barron’s)
  4. Boris Johnson suffers stunning rebuke as Parliament retakes control of Brexit agenda (MarketWatch)
  5. The Big Short’s Michael Burry Explains Why Index Funds Are Like Subprime CDOs (Bloomberg)
  6. Deere Sells 30-Year Corporate Bonds at Record Low Yields (Wall Street Journal)
  7. Hedge Fund and Insider Trading News: Ray Dalio, Jana Partners, Eminence Capital, Elliott Management, Liberty Latin America Ltd (LILA), Total System Services, Inc. (TSS), and More (Insider Monkey)

Be in the know. 10 key reads for Tuesday…

  1. Dr. Michael Burry (of “The Big Short”) Buys More Tailored Brands, Sends Letter to Board (Market Folly)
  2.  Want to Save the Environment? Buy Oil Stocks (Wall Street Journal)
  3. Goldman Sachs Upgrades Vertex (VRTX) to Conviction Buy, Says Focus on Emerging Pipeline (Street Insider)
  4. The Three Big Issues and the 1930s Analogue (Ray Dalio via LinkedIn)
  5. How quitting tobacco reshaped CVS: Q&A with CEO Larry Merlo ()
  6. Opinion: 5 reasons why you shouldn’t dump stocks just because September is here (MarketWatch)
  7. Chart o’ the Day: Where the bears are in trouble (The Reformed Broker)
  8. Impasse on Infrastructure Funding Stirs Concern (Wall Street Journal)
  9. Top Intel Executives Are Buying Up Stock (Barron’s)
  10. Is It Time to Buy Stocks Again? One Indicator Says So. (Barron’s)

Be in the know. 7 key reads for Labor Day…

  1. Tesla Batteries Are Keeping Zimbabwe’s Economy Running (Bloomberg)
  2. Kinder Morgan Co-Founder Richard Kinder Bought Up Millions in Stock (MarketWatch)
  3. Would Warren Buffett Buy Greenland? (Wall Street Journal)
  4. Gut Check Time for Treasuries After Biggest Rally Since 2008 (Bloomberg)
  5. JPMorgan Says It’s Finally Time to Buy Stocks Despite Trade Woes (Bloomberg)
  6. A ‘fear bubble’ is creating a huge buying opportunity, long-time market bull Jim Paulsen says (CNBC)
  7. China’s factory activity unexpectedly expands in August, a private survey shows (CNBC)

Be in the know. 10 key reads for Sunday…

  1. 9 questions about the Hong Kong protests you were too embarrassed to ask (Vox)
  2. Episode 937: Moving To Opportunity? (NPR Planet Money)
  3. Life of Brian: the comedian telling China where to go (Economist)
  4. Why Value Investing Has Been Doing Terribly (Podcast) (Bloomberg)
  5. What You Need To Know About U.S. Election Security And Voting Machines (NPR)
  6. Out of Gas: New York’s Blocked Pipelines Will Hurt Northeast Consumers (Manhattan Institute)
  7. Brain-reading tech is coming. The law is not ready to protect us. (VOX)
  8. President Trump Formally Establishes US Space Command (PC Mag)
  9. The Four Tools of Discipline (Farnam Street)
  10. Why Energy Master Limited Partnerships May Be the Best Contrarian Bet Ever (24/7 Wall Street)

Be in the know. 10 key reads for Saturday…

  1. Good Writers Make Better Hedge Fund Managers (Institutional Investor)
  2. Kirsten Dunst Season Is Now in Full Swing (Vanity Fair)
  3. “Super Cathartic”: Why Peak-TV Hollywood Is Obsessed With Ping-Pong (Vanity Fair)
  4. Opinion: Lotus rises from the dead with a 2,000-horsepower electric sports car (MarketWatch)
  5. Week in Review: How Trump’s policies moved stocks (TheFly)
  6. Hedge Fund Titans’ Struggles in Insurance Offer a Value Play (Barron’s)
  7. 2 Tech Stocks to Ride the 5G Wireless Trend, According to an Analyst (Barron’s)
  8. Hedge Fund and Insider Trading News: David Harding, Warren Buffett, Ray Dalio, Jana Partners, GAMCO Investors, Anterix Inc (ATEX), County Bancorp Inc (ICBK), and More (Insider Monkey)
  9. Ron Williams Discusses the Health-Care Business (Podcast) (Bloomberg)
  10. ECRI Weekly Leading Index Update (AdvisorPerspectives)

 

Be in the know. 8 key reads for Friday…

    1. BAML: Buy risky assets as sentiment gets extremely bearish (Street Insider)
    2. Dell, Inc. (DELL) Tops Q2 EPS by 68c (Street Insider)
    3. Every Mid-Engined Sports Car You Can Buy in 2019 (Car and Driver)
    4. Walmart tests dentistry and mental care as it moves deeper into primary health (CNBC)
    5. Adobe’s CEO on Disruption, the Cloud, and Big Buys  (Barron’s)
    6. Taylor Swift Album Hits 1 Million in China Sales, Beating U.S. (Bloomberg)
    7. Stocks are rallying after China touted that it’s having ‘effective communication’ with the US on the trade war (Business Insider)
    8. Fears of a World Domination by a Handful of Asset Managers Are Overblown (Institutional Investor)

Be in the know. 7 key reads for Thursday…

  1. The Big Short’s Michael Burry Sees a Bubble in Passive Investing (Bloomberg)
  2. China says it’s willing to resolve trade war with a ‘calm attitude,’ hints it won’t retaliate for now (CNBC)
  3. JC Penney (JCP) Sees Several Insider Buys, Including CEO’s 500K Shares (StreetInsider)
  4. Don’t worry about the ‘monsters’ as production is about to boom, says this fund manager (MarketWatch)
  5. Mnuchin says U.S. weighs ultra-long bond issuance, no plans ‘at this time’ to intervene in dollar (MarketWatch)
  6. Trump’s New Trade War Tool Might Just Be Antique China Debt (Bloomberg)
  7. Energy Companies Set to Get Reprieve on Methane Rules (Wall Street Journal)

 

 

 

 

 

 

Be in the know. 5 key reads for Tuesday…

  1. Top Baird Health Care and Biotech Picks Have Massive Upside Potential (24/7 Wall Street)
  2. Amgen Shows Price Is Still Right for Blockbuster Drug Deals (Wall Street Journal)
  3. China says it hopes U.S. can create conditions for trade talks (Reuters)
  4. Why Jefferies Top Value Picks Include Some of the Biggest US Banks (24/7 Wall Street)
  5. This index is making a hidden bet on biotechs (MarketWatch)