Category: What I’m Reading Today

Be in the know. 10 key reads for Tuesday…

  1. Trump’s Feud With Federal Reserve Is Rooted in Presidential History (New York Times)
  2. Animal Spirits back in Biotech? AbbVie to buy Botox-maker Allergan in $63 billion deal (Reuters)
  3. China, U.S. trade officials talk ahead of Trump-Xi meeting (Reuters)
  4. Lennar’s stock surges after big profit, revenue beats (MarketWatch)
  5. Bristol-Myers’ Celgene Deal Can Still Be a Winner (Wall Street Journal)
  6. The Goldman Sachs Trump Chart That Should Scare Democrats Right Now (Barron’s)
  7. Micron Reports Earnings Today. Here’s What to Expect. (Barron’s)
  8. Trump Signs Executive Order Compelling Disclosure of Prices in Health Care (Wall Street Journal)
  9. Investors Are Glum, Even With Stocks at All-Time Highs (Wall Street Journal)
  10. U.S. Oil Exports Rising Amid Middle Eastern Turmoil (Wall Street Journal)

Be in the know. 5 key reads for Monday…

  1. Dow 30,000 Could Come Sooner Than You Think (Barron’s)
  2. Bank of America CEO Brian Moynihan on Why the U.S. Will Avoid a Recession (Barron’s)
  3. Eviation unveils electric airplane and plans flight tests in central Washington state (GeekWire)
  4. China says both U.S., China should make compromises in trade talks (Reuters)
  5. McDonald’s started using fresh meat. Here’s what happened to sales (CNN Business)

Bonus Weekend Reads

  1. Daniel Craig Can’t Outrun His James Bond Fate (The Ringer)
  2. Ford Announces Just How Insanely Powerful the 2020 Mustang Shelby ST500 Will Be (Maxim)
  3.  ECRI Weekly Leading Index Update (Advisor Perspectives)
  4. 12 Habits Of Genuine People (Forbes)
  5. Interest Rates Could Bottoming After 35% Decline, Says Joe Friday (Kimble Charting Solutions)
  6. Will it hold? (The Reformed Broker)
  7. Chris Brightman Discusses the Investment Industry (Podcast) (Bloomberg)
  8. ‘My Whole Life Is a Bet.’ Inside President Trump’s Gamble on an Untested Re-Election Strategy (Time)
  9. Box Office: ‘Toy Story 4’ Flies High Friday With $47.4 Million (Variety)
  10. Pain Trade By Locals and Prop Groups In Eurodollar Options (Futures Mag)
  11. How I Built This: Allbirds: Tim Brown & Joey Zwillinger (NPR)
  12. Trump Says Didn’t Threaten to Demote Fed’s Powell But Has Right (Bloomberg)

Be in the know. 8 key reads for Sunday…

  1. Trump says US will impose ‘major additional sanctions’ against Iran on Monday (CNBC)
  2. Billionaire Leon Cooperman Interview –“We Live in Abnormal Times”, But The Stock Market Is Still In Its “Zone of Fair Value” (Insider Monkey)
  3. U.S. Existing-Home Sales Rose in May (Wall Street Journal)
  4. Sunday Strategist: This $200,000 Grill Is a Masterpiece of Arbitrage (Bloomberg)
  5. An Extreme In Investor Fear And Pessimism (The Fat Pitch)
  6. Before Iran Shot It Down, the US’s $130M Drone Spied on the World (Futurism)
  7. Hedge Funds Hold Out Hope for Kiwi Even as Second Rate Cut Looms (Bloomberg)
  8. The No. 1 most reliable appliance brand in America, according to Consumer Reports (MarketWatch)

Be in the know. 10 key reads for Saturday…

  1. Opinion: Believing all this talk about a stock market bubble can land you in real trouble (MarketWatch)
  2. OPEC readies for ‘critical’ meeting, decision on oil output cuts (MarketWatch)
  3. Fed officials face weak inflation, but split over what it means (Reuters)
  4. Soybeans Could Be Next Market to Surge as U.S. Showers Drag On (Bloomberg)
  5. Kashkari Says He Wanted Half-Point Rate Cut at Fed Meeting (Bloomberg)
  6. Star Athletes Become Trophies Banks Covet as Salaries Skyrocket (Bloomberg)
  7. The ECB Is Talking Stimulus Again. Is It Bluffing? (Barron’s)
  8. Big Banks Ace First Round of Federal Reserve’s Stress Tests (Wall Street Journal)
  9. Taylor Swift’s Real-Estate Portfolio, Revisited (Architectural Digest)
  10. Japanese Security Companies Benefit From U.S.’s China Concerns (Wall Street Journal)

 

Be in the know. 7 key reads for Friday…

  1.  Trump Ordered Military Strike on Iran, Then Called It Off (Bloomberg)
  2. European central bankers claim oversight over Facebook’s cryptocurrency (Reuters)
  3. Fed’s Bullard says he wanted interest-rate cut as insurance against slowing economy, weaker inflation (MarketWatch)
  4. This Year’s G-20 Will Be a Faceoff Between Trump and Xi (Bloomberg)
  5. The Federal Reserve Gets Ready to Reverse Course (Barron’s)
  6. Verizon Is Remodeling for a 5G World. Here’s What That Looks Like. (Barron’s)
  7. Apple Explores Moving Some Production Out of China (Wall Street Journal)

Be in the know. 7 key reads for Thursday…

  1. Fed sees case building for interest rate cuts this year
    (Reuters)
  2. China, U.S. to resume trade talks but China says demands must be met (Reuters)
  3. Brazil Stocks Close at a Record High (Bloomberg)
  4. Lagging Dell Stock Looks Like a Bargain (Barron’s)
  5. How Chick-fil-A Got Big by Keeping Its Menu Small (Wall Street Journal)
  6. Oil Surges After Iran Downs U.S. Drone and Fed Signals Rate Cut (Bloomberg)
  7. One of the Most Powerful Women in Hedge Funds Doesn’t Run Money (Wall Street Journal)

Be in the know. 8 key reads for Wednesday…

  1. Stock Market Pessimism Is at Financial Crisis Levels. Why That’s Good News. (Barron’s)
  2. OPEC+ Sets Date for Meeting, Ending a Month of Bickering (Bloomberg)
  3. China says history shows positive outcome from U.S. talks possible (Reuters)
  4. A New Source of Stress for Banks (Wall Street Journal)
  5. Applied Materials CEO Gary Dickerson on the Chip Slump and the Rise of Big Data (Barron’s)
  6. Adobe Reports 25% Revenue Increase in Latest Quarter (Wall Street Journal)
  7. Fed Seen Signaling Cut by Losing Patience: Decision-Day Guide (Bloomberg)
  8. Opinion: What insider buying at tech companies says about stocks and the economy (MarketWatch)

Be in the know. 10 key reads for Tuesday…

  1. Two ‘insurance’ rate cuts from Fed in ’90s produced no big shocks to corporate bonds, Goldman Sachs says (MarketWatch)
  2. Growth Is Worth Paying Up for at Pfizer (Wall Street Journal)
  3. Draghi puts further ECB easing firmly on the table (Reuters)
  4. U.S. Treasuries ‘most crowded’ as investors flee risk: BAML survey (Reuters)
  5. Fed Models Suddenly Call for Stronger Than Expected GDP Growth (24/7 Wall Street)
  6. Contra-indicator?:  Investors Haven’t Been This Bearish Since 2008 Financial Crisis (Bloomberg)
  7. Boeing Drought Gives Way to Second-Day Slugfest: Air Show Update (Bloomberg)
  8. A Wall Street investment chief overseeing $26 billion breaks down why recession fears are overblown, even as the market clamors for Fed relief (Business Insider)
  9. Jefferies Analysts Are Out With Four Daring Summer Growth Stock Picks (24/7 Wall St.)
  10. What I Have To Offer You (Ray Dalio)

Be in the know. 10 key reads for Monday…

  1. Trials Near for Boeing 737 MAX Fix (Wall Street Journal)
  2. Boeing Says Grounded 737 Max May Resume Service This Year (Bloomberg)
  3. Pfizer to buy Array Biopharma for $10.64 billion ()
  4. The World Cries Out for Onion Derivatives (Wall Street Journal)
  5. The Fed is likely to drop ‘patient’ word this week, clearing way for July cut, economists say (CNBC)
  6. Iran, Russia talks raise hopes of progress on OPEC+ meeting date (Reuters)
  7. What the Fed Will Do This Week, and Why (Bloomberg)
  8. Case for Cutting Rates Can Be Found in Close Calls of the 1990s (Wall Street Journal)
  9. Gary Woodland Wins U.S. Open (Wall Street Journal)
  10. Meet the Art World’s Rising Stars (Wall Street Journal)